CLIENT INTAKE FORM

 

Client Intake Form – 2026 Tax Season

Please note: Elite Taxez does not prepare or file tax returns using a final pay stub.
A W-2 form is required to ensure accuracy and IRS compliance.

Thank you for choosing us to prepare your 2026 Tax Return.

We appreciate the opportunity to serve you and your family.

Please complete this form in its ENTIRETY and click SUBMIT once finished.
Incomplete forms or missing documents may delay processing.

⚠️ Important:
Do not submit this form until you have all the required documents.

You will be able to upload all documents at the end of this form.

Dependent Documentation Notice
If you are claiming any dependents, you must upload the following for each dependent:

Social Security Card
Birth Certificate
Proof that the dependent lived with you (same address)
Acceptable proof of address includes (but is not limited to):

School records
Medical or doctor bills
Medicaid or insurance statements
Social services records

Any official document showing the child’s name and current address

Failure to provide required dependent documentation may result in delays or the dependent being excluded from the return.

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

 

You must complete a separate form for each year if you are filing for multiple years. 

STOP!

Did you finish uploading your documents?

Incomplete submissions may be rejected or returned for correction before processing.
Processing will not begin until all required documents are received.

Client Payment & Offset Disclosure

At Elite Tax Solutions, we are committed to providing professional tax preparation services. Please be advised that tax preparation fees are separate from any refund issued by the IRS or state agencies.

If your refund is delayed, reduced, offset, garnished, or mailed due to IRS action, including but not limited to student loans, child support, back taxes, or other government obligations, you remain responsible for payment of all preparation fees.

Payment is due regardless of the refund outcome.

Failure to remit payment within 30 days of completion may result in additional collection efforts.

 

I authorize Elite Tax Solutions to prepare, sign where permitted, and electronically file my federal and state tax returns using the information I have provided.

I certify that all information and documents submitted are true, correct, and complete to the best of my knowledge.

I understand that I am legally responsible for the accuracy of my tax return and that Elite Tax Solutions is not responsible for penalties resulting from false or incomplete information provided by me.