CDR Tax Advisory Document Submission Form
Please upload your forms or documents and provide your contact information below.
Full Name
*
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Date Of Birth
-
Month
-
Day
Year
Date
Dependent(s) Date Of Birth
-
Month
-
Day
Year
Date
Occupation
Social Security Number
Dependent(s) Social Security Number
Email Address
*
example@example.com
Upload ID or Driver's License
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Upload SSN & Dependents SSN (if any)
*
Upload a File
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of
Upload W2, 1099, 1098, etc.
*
Upload a File
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Choose a file
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of
The following concerns should be noted here. Current address differs from address on photo ID/DL, if you owe the IRS or state taxes from a prior year, if you are on an IRS payment plan, you did not file taxes in 1 or more prior years, you filed an extension last year, your name changed, you had identity theft or IRS account issues (SSN PIN # REQUIRED) you had Marketplace health insurance (Form 1095-A), you received a letter or notice from the IRS.
Financial Institution Name
Routing Number
Bank Account Number
Submit
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