D & M Financial Services | VIP Tax Client Pre-Season Waitlist
A multi-page intake form for new and returning tax clients joining the VIP list before tax season. Complete the sections below to share your filing needs, document readiness, and interest in VIP updates or refund advance information.
Welcome to the D & M Financial Services VIP Tax Client List! VIP clients receive priority access to our upcoming tax season services, important updates, tax preparation information, and pre-season refund advance opportunities when available and subject to eligibility and lender approval. Completing this form places you on our VIP list. It does not guarantee a tax refund, refund advance, or approval. Please provide accurate information so our team can properly prepare for your upcoming tax filing.
Client Information
Full Legal Name
*
First Name
Middle Name
Last Name
Preferred Name
Date of Birth
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Preferred Method of Contact
*
Text
Phone Call
Email
Have you filed with D & M Financial Services before?
*
Yes — I’m a returning client
No — I’m a new client
I’m not sure
Back
Next
Tax Filing Information
Anticipated return types
*
W-2 income
1099 income
Self-employed/business owner
Realtor / real estate professional
Multiple businesses
Rental income
Investment income
Retirement income
Social Security
Unemployment
Other
Expected filing status
*
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
Unsure
Will dependents be claimed?
*
Yes
No
Unsure
Back
Next
Approximately how many dependents?
Please Select
0
1
2
3
4+
Unsure
Business & Self-Employed Clients
Business name
*
Type of business
*
Please Select
Sole proprietorship
Partnership
LLC
S corporation
C corporation
Other
Do you have an EIN?
*
Yes
No
I’m not sure
Back
Next
How are business income and expenses tracked?
*
Please Select
QuickBooks
Spreadsheet
Bank statements
Receipts
Bookkeeper
Other
Do you need help organizing business tax documents?
*
Yes
No
Prior-Year Tax Returns
Are there any unfiled prior-year tax returns?
*
Yes
No
Unsure
Back
Next
Which tax years have not been filed?
2025
2024
2023
Other
Do you have prior-year income documents or transcripts?
Yes
No
I need assistance obtaining them
Notice
VIP Pre-Season Advance
Interested in pre-season refund advance options?
*
Yes
No
I want more information
Back
Next
Have you previously received a tax refund advance?
*
Yes
No
Unsure
Disclaimer
I agree to receive tax-season updates, appointment reminders, VIP announcements, and other communications from D & M Financial Services. I understand I may opt out of marketing communications at any time.
I understand I may opt out of marketing communications at any time.
Document Readiness
Current tax documents ready?
*
Yes, most of them
Some of them
Not yet
I need help determining what I need
Documents you expect to receive
W-2
1099-NEC
1099-K
1099-MISC
1099-R
1099-INT
1099-DIV
Mortgage interest statement
Childcare expenses
Education documents
Health insurance documents
Business records
Other
How did you hear about D & M Financial Services?
Please Select
Facebook
Instagram
TikTok
Referral
Returning Client
Google
Other
VIP Priority Confirmation
How would you like to receive VIP updates?
*
Text
Email
Both
Are you ready to reserve your place with D & M Financial Services for tax season?
*
Yes
Not yet — I’m gathering documents
I have questions first
I understand that submitting this VIP form does not constitute the completion of my tax return or guarantee a refund or refund advance. I understand that additional information and documentation may be required before my return can be prepared and filed.
*
I understand that submitting this VIP form does not constitute the completion of my tax return or guarantee a refund or refund advance. I understand that additional information and documentation may be required before my return can be prepared and filed.
Reserve My VIP Spot
Should be Empty: