Client Intake Form

Your Information Is Secure

All information submitted through this form is transmitted through an encrypted and secure connection. Frank Dzidula Tax Pros LLC takes the privacy and protection of your personal and financial information seriously. Your documents and information are handled confidentially and used solely for the purpose of preparing your tax return.


Important Instructions Before Submitting

Please ensure you have uploaded all relevant tax documents including:

  • W-2 forms
  • 1099 forms (1099-NEC, 1099-K, 1099-MISC, etc.)
  • Uber, Lyft, and DoorDash earnings statements if applicable
  • Identification documents (Driver’s License or State ID)
  • Dependent verification documents if claiming dependents
  • Health insurance forms (1095-A, 1095-B, or 1095-C)

Providing complete documentation helps us prepare your return accurately and avoid delays.


Next Steps After Submission

  1. Our team will review your information and uploaded documents.
  2. If additional information is needed, we will contact you.
  3. Your tax return will be prepared and reviewed.
  4. You will receive instructions to review and sign your return electronically before filing.

Accuracy Statement

By submitting this form, you confirm that the information and documents provided are accurate and complete to the best of your knowledge. You also authorize Frank Dzidula Tax Pros LLC to use this information for the preparation of your federal and state tax returns.


Need Help?

Frank Dzidula Tax Pros LLC
Website: FrankDzidulaTaxPros.com
Phone/Text or WhatsApp: (267) 403-8501 / (267) 206-4787
Email: frank@frankdzidulataxpros.com / frankdzidulataxpros@gmail.com