Welcome to Elite Business Solutions. Please complete and sign this organizer prior your appointment.
IF YOU ARE A NEW CLIENT, BE SURE TO PROVIDE A COPY OF YOUR LAST YEAR'S TAX RETURN.
This organizer is designed to assist and remind you of information that is needed to prepare your tax return. The goal is to not overlook anything so you can maximize your legal deductions, comply with government reporting requirements, and avoid problems with the IRS after the return is filed.
Taxes are complicated and the rules change constantly. This organizer was designed specifically for the 2022 tax year and certain items may not apply to other years. Although care has been taken to accommodate most taxpayers’ needs, please note questions that are related to issues not included here under “Questions You May Have” in Section D6.
Once you've submitted this form, you will be directed to our calendar to schedule your appointement with our tax experts.
You can rest assured that all your information is remained strictly confidential and encrypted.
NOTE: If you also need help with your Corporate tax return preparation (S Corp or C Corp), please let us know.
We look forward to speaking with you and serving you.