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.

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.

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.

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.

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.