Client information sheet
Revised October 22, 2026. Complete the information sheet for your personal tax return. Choose the correct client type before saving.
RESOURCES
A little clarity goes a long way.
Documents, straightforward answers, and official tax resources.
Documents & forms
Business questionnaire
For self-employment and business tax preparation. Complete one questionnaire per business.
Tax engagement letter
Review DLR’s updated engagement letter (version 1.2). Contact the office about completing signatures.
Download the blank PDF, complete it in Adobe Acrobat Reader, and save a copy. Upload completed forms and tax records through your secure SmartVault folder. Contact DLR if you need a signing invitation or help with a form.
Keep Social Security numbers, bank details, and completed forms out of website messages and chat.
Good questions. Clear answers.
Do I need to be in New York?
No. DLR serves clients nationwide and offers tax preparation across all 50 states. Contact our team to discuss working together from your location.
Can I work with your team in Spanish?
Yes. We provide personal support in English and Spanish. Tell us your preferred language when you get in touch.
How do I request an appointment?
Use the contact page to reach our team. An appointment request starts a conversation; a time is arranged with the office rather than automatically reserved.
What documents should I prepare?
The client portal includes DLR’s document checklist. Gather the records relevant to your situation and share sensitive documents through your SmartVault folder. Our team will confirm any additional items.
How long should I keep tax records?
Record-retention needs vary with the document and your circumstances. Review the IRS recordkeeping guidance and ask our team about the records relevant to your situation.
How will I receive my refund?
Discuss the available refund-delivery options when your return is prepared. Use the official IRS or state refund tracker for status updates after filing.
How much will my service cost?
Published personal-tax service prices are available on our Services page. Additional fees may apply depending on the work involved. Contact DLR for business, bookkeeping, formation, or other service pricing.
How do you handle tax-law changes?
Tax rules and requirements can change. Bring questions about your filing situation to our team, and use the official agency links in our resource directory for current information.
How do I access my client documents?
Existing clients can sign in to SmartVault through the client portal. New clients request access first, then receive an invitation after approval.
Federal & business resources
IRS
Federal tax information, forms, and online services.
Where’s My Refund?
Check the status of a federal income tax refund.
Tax records and transcripts
Access tax records and learn how to request IRS transcripts.
IRS payments
Explore official options for paying federal taxes.
IRS payment plans
Review payment-plan options and the online application process.
EFTPS
Electronic Federal Tax Payment System.
Social Security Administration
Official Social Security services, benefits, and account information.
Small Business Administration
Business planning resources, local assistance, and funding information.
HealthCare.gov
Official Health Insurance Marketplace information and coverage options.
FinCEN beneficial ownership information
Consult FinCEN for current beneficial ownership reporting information.
IRS records retention
Review IRS guidance on how long to keep tax records.
Find your state.
Official tax agencies and refund tools.
Alabama
Tax agencyRefund informationAlaska
Tax agencyArizona
Tax agencyRefund informationArkansas
Tax agencyRefund informationCalifornia
Tax agencyRefund informationColorado
Tax agencyRefund informationConnecticut
Tax agencyRefund informationDelaware
Tax agencyRefund informationDistrict of Columbia
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Tax agencyGeorgia
Tax agencyRefund informationHawaii
Tax agencyRefund informationIdaho
Tax agencyRefund informationIllinois
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Tax agencyRefund informationKentucky
Tax agencyRefund informationLouisiana
Tax agencyRefund informationMaine
Tax agencyRefund informationMaryland
Tax agencyRefund informationMassachusetts
Tax agencyRefund informationMichigan
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Tax agencyRefund informationMississippi
Tax agencyRefund informationMissouri
Tax agencyRefund informationMontana
Tax agencyRefund informationNebraska
Tax agencyRefund informationNevada
Tax agencyNew Hampshire
Tax agencyNew Jersey
Tax agencyRefund informationNew Mexico
Tax agencyRefund informationNew York
Tax agencyRefund informationNorth Carolina
Tax agencyRefund informationNorth Dakota
Tax agencyRefund informationOhio
Tax agencyRefund informationOklahoma
Tax agencyRefund informationOregon
Tax agencyRefund informationPennsylvania
Tax agencyRefund informationRhode Island
Tax agencyRefund informationSouth Carolina
Tax agencyRefund informationSouth Dakota
Tax agencyTennessee
Tax agencyTexas
Tax agencyUtah
Tax agencyRefund informationVermont
Tax agencyRefund informationVirginia
Tax agencyRefund informationWashington
Tax agencyWest Virginia
Tax agencyRefund informationWisconsin
Tax agencyRefund informationWyoming
Tax agencyNo matching state. Try a different name.
Your next step, made clear.
Talk with our team in English or Spanish.