D&S Tax and Financial Solutions — 2026–2027 Tax Client Intake Form

D&S Tax and Financial Solutions — 2026–2027 Tax Client Intake Form

Thank you for choosing D&S Tax and Financial Solutions. Complete this secure intake form and upload all available tax documents. Completing this form does not guarantee a refund or constitute acceptance of an engagement.
Client Information
Full Legal Name

First NameMiddle NameLast Name
Occupation
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Social Security Number or ITIN
Current Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Who is your tax preparer?

First NameLast Name
Did you receive an IRS Identity Protection PIN (IP PIN) for this tax year?
Enter your 6-digit IRS IP PIN
This is the six-digit number from your IRS IP PIN notice, not your five-digit prior-year e-file PIN.
Preferred contact method
Best contact time

Hour Minutes

AM/PM Option
Did your spouse receive an IRS Identity Protection PIN (IP PIN)?
Enter your spouse's 6-digit IRS IP PIN
Filing Status
Can someone else claim you as a dependent?
Did your spouse receive an IRS Identity Protection PIN (IP PIN)?
Enter your spouse's 6-digit IRS IP PIN
Did this dependent receive an IRS Identity Protection PIN (IP PIN)?
Enter this dependent's 6-digit IRS IP PIN
Spouse Information
Spouse Legal Name

First NameMiddle NameLast Name
Spouse Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse Social Security Number or ITIN
Did this dependent receive an IRS Identity Protection PIN (IP PIN)?
Enter this dependent's 6-digit IRS IP PIN
Spouse Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Is your spouse also a tax client for this return?
Dependents
If you added more than one dependent, complete a separate row for each dependent.
Enter the dependent’s full legal name as shown on official records.
Provide the dependent’s tax identification number if available; use the field format supported by the form.
Select the relationship that best describes the dependent’s connection to the taxpayer.
Indicate whether the dependent may qualify for child tax credit or other dependent-related benefits.
Income Information
Which income sources did you have in 2026?

Other income
Business or payer name for self-employment or 1099 income
Total unemployment benefits received
Type of retirement income received
Investment income source details
Rental property address
Credits, Deductions, and Refund-Related Questions
Did you pay mortgage interest or property taxes on a home you owned in 2026?
Did you have health coverage through the Marketplace, Medicaid, Medicare, or another plan that may affect your tax return?
Do you want any refund issued by direct deposit?
Bank Information
Bank Name
Name on Bank Account

First NameLast Name
Routing Number
Bank Account Number
Confirm Bank Account Number
Account Type
Documents Upload
I have reviewed this banking information and confirm it is correct. I understand that incorrect information may delay my refund.
Government-issued photo ID

Cancelof
Upload income documents

Cancelof
W-2s

Cancelof
Upload Social Security Card

Upload a clear photo or PDF of the client's Social Security card.
Cancelof
Upload Form 1095-A

Cancelof
1099s

Cancelof
Are you planning to purchase a house this year or next year?
Would you like us to call you about credit repair services?
Consent and Submission
Acknowledgements
Taxpayer Electronic Signature
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Final Submission Confirmation
How would you like to receive your tax refund?
Would you like to apply for a refund advance?
Should be Empty:

D&S Tax and Financial Solutions — 2026–2027 Tax Client Intake Form

Client Information

Spouse Information

Dependents

Income Information

Credits, Deductions, and Refund-Related Questions

Bank Information

Documents Upload

Consent and Submission