Form

Type of Client *
Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Date of Birth*
Social Security # *
Occupation*
Email*
example@example.com
Taxpayer IPN#
Spouse

First NameLast Name
Taxpayer Photo Id & Social Security Card*

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Taxpayer Income Documents*

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Self-Employment
Dependents
Dependents Date of Birth
Dependents Social Security Card

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Do you need credit repair
Letter of Engagement

D'Exclusive Tax & Services

We're excited to work with you and help take the stress out of tax season. This letter is just to make sure we're on the same page about what you can expect from us and what we'll need from you to get your taxes done correctly.

By moving forward with our services, you're agreeing that D'exclusive Tax & Services will prepare your Federal & State return based on the information you provide. We will handle everything accurate with all tax laws and rules that apply.

This agreement helps protect both parties such as yourself and D'exclusive Tax & Services. If you've any questions please be free to call (980)382-4479
Consent to Use Tax Return Information

By signing below you're (accepting electronically) you conform that, you've read and understand this agreement. You agree to the terms listed throughout, responsibilites, and the abandonment policy.
Date*

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Date
Taxpayer*

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Tax Info Form

D'Exclusive Tax & Services
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Tax Info Form