Welcome to Elite Business Solutions. Please complete 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.
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.
We look forward to speaking with you and serving you.