Client Intake & Tax Document Upload Form

DA Financial & Tax Solution Client Intake

Securely submit your tax documents and provide essential information for your tax preparation.
Full Name

First NameLast Name
Social Security Number
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Mailing Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Tax Year for Submitted Documents
Type(s) of Documents You Are Uploading

Other
Upload Your Tax Documents (PDF, JPG, PNG, DOCX, XLSX accepted)

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Upload your State Issued ID or Driver License (PDF, JPG, PNG, DOCX, XLSX accepted)

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Upload Your Social Security Card (PDF, JPG, PNG, DOCX, XLSX accepted)

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Upload Dependent Documents. Social Security Cards, Birth Certificates, School Forms.

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Upload the marketplace 1095 form.

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Upload your business income and expenses documents. (PDF, JPG, PNG, DOCX, XLSX accepted)

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Do you believe all required documents for your tax filing have been included?
Preferred Method of Contact
Additional Notes or Instructions for Your Tax Preparer (optional)
Who Referred You?
I authorize DA Financial & Tax Solution or partners to prepare and electronically file my federal and, if applicable, state tax return using the information I have provided. I certify that the information is true, correct, and complete to the best of my knowledge, and I understand I am responsible for the accuracy of my return.
Signature
Should be Empty:

DA Financial & Tax Solution Client Intake