• Elite Tax & Business Firm Tax Client Intake Form

    Elite Tax & Business Firm Tax Client Intake Form

    Fully READ and complete needed information to start tax service. Once you submit info service will begin. Below 👇 are starting prices listed. NO FREE ESTIMATES!!!!

  •  We extend our gratitude for completing our intake package. The information you provided is crucial for ensuring the accurate filing of your tax returns, particularly for new clients. For our existing clients, we kindly request that you provide the information again, as it allows us to maintain up-to-date and 100% accurate records.

    IMPORTANT: Once you have filled out all relevant sections of this form, it is imperative that you click the "Submit" button located at the bottom. This action will securely transmit the information to our office. Please be aware that closing your browser before clicking "Submit" will result in the deletion of all entered information without it being sent to us. Upon clicking the "Submit" button, you will receive a confirmation email to acknowledge our receipt of your information.

    Furthermore, we would like to emphasize that, in compliance with federal and state identity theft protection initiatives, our firm will require a valid state-issued photo identification card during your engagement.

    🛑Rest assured that our page prioritizes the highest level of security. We employ industry-leading Secured Socket Layer (SSL) technology to safeguard your information. All sensitive information is securely transmitted and cannot be compromised.

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  • IMPORTANT:

    ONCE ALL APPLICABLE PARTS OF THIS FORM HAVE BEEN COMPLETED, YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFORMATION TO OUR OFFICE. I DO NOT PROVIDE FREE QUOTES‼️ Once I start on your taxes and send you information to review and sign and you cancel. You still will be receiving an invoice for my time and service. 

     

    Closing your browser before clicking the "SUBMIT" button will remove all data without sending it to us.

  • 🛑 Please alllow yourself at least 20-30 minutes to fully complete required information, and allow yourself time needed to review information before submitting information.

  • How Did You Hear About Us?

  • Tax Payer Information

    Please provide needed information below
  • Format: (000) 000-0000.
  • Are you trying to purchase a home within the next 2 years?
  • Do any below apply to you?*
  • Taxpayer's Date of Birth*
     / /
    2 digit month, 2 digit day, 4 digit year
  • Select Current Occupation Type Below:*
  • Please select the type of return you are filing today*

  • Upload Documents Section

    Please upload any of the following information as needed to prevent fraud. Any questions please reach out by contact us section.
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  • Do you owe student loans,taxes, or other entity that might offset your refund?*
  • Please Select if you would like to be contacted with questions or concerns on uploading information. ( Allow 24hr reply time).

  • Spouse Information

    (If applicable please complete for SPOUSE information only, NOT DEPENDENT)
  • Spouse's Date of Birth (If applicable)
     / /
    2 digit month, 2 digit day, 4 digit year
  • Format: (000) 000-0000.
  • Did you or your spouse live apart during the year? ( If applicable)
  • What is your martial status as of December 2025
  • Did you pay over half the expenses of maintaining your residence for the entire year?
  • Did you support a family member or child for more than 6 months out of the year?
  • If yes, did you live together at any time after June 30, 2025?
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  • Dependent #1 Date of Birth
     / /
    2 digit month, 2 digit day, 4 digit year
  • Dependent #2 Date of Birth
     / /
    2 digit month, 2 digit day, 4 digit year
  • Dependent #3's Date of Birth
     / /
    2 digit month, 2 digit day, 4 digit year
  • Dependent #4's Date of Birth
     / /
    2 digit month, 2 digit day, 4 digit year
  • Dependent #5's Date of Birth
     / /
    2 digit month, 2 digit day, 4 digit year
  • Are there any dependents in daycare? if yes, please upload the form you received from your daycare provider below.
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  • Payment Information

    Provide payment choice information below.

  • Payment Turnaround Times ( If payment is not received at least a day late by usual turn around time please reach out for update). I will be sure you receieve your funds ASAP!

     

    • Checking/ Savings -ACH Payments ( 24-48 turn around time)
    • Printed Check- Available IMMEDIATELY ( option to be mailed fee based off mail carrier and requested timeframe). Can Pick up!
    • Pre-Paid Green Dot Card, Cash App, Chime, any pre-paid card (24-28 turn around time).

    Please keep in mind as soon as Taxes is submitted to the IRS for review, you will receive updates to keep you posted of your refund status by email ONLY due to privacy. Once refund is approved by the IRS you will receive a estimated payment release date to inform you of when to expect your refund. Also keep in mind this is a estimated time frame and can somtimes arrive sooner or a slight delay. You may also tracj the status of your refund by visiting the secured site at IRS.GOV and click on where is my refund. you will need to submit the requested information to get your refund status on the IRS.GOV website.

    Please feel free to reach out to me for any questions or concerns. I am here to assist in any way possible.

  • How would you like to receive your tax refund?*
  • Which type of account would you like your refund deposited into?

  • Health Insurance Information

    Provide health insurance information for 2023 below.
  • Did you have health insurance in 2024?*
  • Did you have health insurance for the entire year of 2024?*
  • Was your health insurance through the Affordable Care Act (The Marketplace)?*
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  • Have you ever been denied the Earn Tax Credit (EITC)?
  • Were you or any of your dependents in college during 2024?
  • Did you trade any Virtual Currency?
  • Do you have a 1098-T Form either you or your dependents?
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  • Are you interested in Audit protection?

  • Engagement Letter And Consent Forms

    MUST READ AND SIGN!!!

  • CLIENT NON PAYMENT/OFFSET CLAUSE

    At Elite Tax & Business Firm LLC, we strive to assist all of our clients in their

    tax needs, however we understand that situations arise. If your refund is offset by the IRS, student loans, child support or your check is mailed, you

    are still obligated to pay our company the fees associated with filing your tax

    By signing this agreement you acknowledge that if payment is not made in full with in 30 days legal actions will be sought to resolve payment.

     

  • ADDITIONAL SERVICES

    At Elite Tax & Business Firm LLC, we do more than just taxes. Please check below if you would be interested in any of the additional services we provide.

    We will schedule a time to speak with you at a later time.

  • I am giving Elite Tax & Business Firm permission to prepare all forms related to

    my tax return; to apply for and secure RAC's and RAL's on my behalf; and sign all necessary forms and file my taxes electronically. I take full responsibility for the accuracy of this form and understand that Elite Tax & Business Firm, and/or associated affiliates hold no responsibility for any misrepresentation or false claims.

     

  • Date
     - -
    2 digit month, 2 digit day, 4 digit year
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