DLB Consulting Group

Tax Preparation Intake Form

Please complete all fields so Dawn can prepare your taxes accurately and efficiently. This typically takes 10–15 minutes.

🔒 Your information — including SSN/ITIN — is kept strictly confidential and encrypted. It is used only to prepare your tax return.

Client Information

Full Legal Name*

Date of Birth*

Social Security Number / ITIN *

🔒 Your SSN/ITIN is encrypted and used solely for tax preparation purposes.

Phone Number*

Email Address*

Home Address — Street

City

State

ZIP Code

Filing Status

Do you have dependents?

YesNo

Upload your tax documents below. This helps Dawn prepare your return quickly and accurately.

⚠️ Create an account to track your tax prep status and securely access your documents.

Email Address *

Password *

Confirm Password *

Already have an account? Sign in here — your account email will be used to track your tax prep status.

Is there anything else we should know about your tax situation?

How did you hear about DLB Consulting Group?

By submitting this form, you confirm that the information provided is accurate and complete to the best of your knowledge.