Client Intake - Remote Tax Prep

  • Client Intake - Remote Tax Prep

    This Intake Form is for tax year 2023 ONLY. If you require assistance for tax years other than the current year, please DO NOT complete this form. Instead please close this window and contact us regarding prior year intake.
  • Do you have ALL of your tax documents? Keep in mind we CANNOT submit your return until all documents have been received by our office.*
  • What is your filing status?*

  • Primary

  • Primary Taxpayer Date of Birth*
     - -
  • Browse Files
    Cancelof
  • Browse Files
    Cancelof
  •  -
  •  -
  • Were you married as of 12/31/2023*
  • Can you be claim as another dependent on another tax return?*
  • Are you required to file taxes using an Identity Protection PIN (IPPIN)?
  • Browse Files
    Cancelof
  • Did you file your 2022 Tax Return ?*
  • Browse Files
    Cancelof
  • Have you ever had EARNED INCOME CREDIT DISALLOWED by the IRS?*
  • Was your tax return offset last year?*
  • Did you receive your expected refund ?*
  • Did you or anyone in your household receive Health Insurance through the Healthcare Marketplace?
  • Browse Files
    Cancelof

  • Spouse

  • Spouse Date of Birth
     - -
  • Browse Files
    Cancelof
  • Browse Files
    Cancelof
  •  -
  •  -
  • Are you required to file taxes using an Identity Protection PIN (IPPIN)?*
  • Browse Files
    Cancelof
  • Browse Files
    Cancelof
  • Did you file your 2022 Tax Return ?
  • Browse Files
    Cancelof
  • Have you ever had EARNED INCOME CREDIT DISALLOWED by the IRS?*
  • Was your tax return offset last year?*
  • Did you receive your expected refund ?*

  • Dependents

  • Are you claiming any dependents that you provided MORE THAN HALF the support for? If so, fill out their information below:*
  • Rows
  • Browse Files
    Cancelof
  • Do you have joint custody of the above listed DEPENDENT(S)?*
  • If you have joint custody are you required to have a signed IRS Form 8332?*
  • Are the dependents your claiming your biological child*
  • Did anyone else help you support your dependents during the year?*
  • Did your qualifying dependent attend Daycare this tax year?*
  • Browse Files
    Cancelof
  • Did you receive ANY supplemental, nontaxable income such as Child Support, Food Stamps, Medicaid/ Medicare, TANF, Social Security, or Disability*
  • Did your dependent attend college?*
  • Browse Files
    Cancelof

  • Real Estate

  • Do you own or rent?*
  • Browse Files
    Cancelof
  • Did you pay Mortgage Interest for your home in 2023?*
  • Did you pay real estate taxes in 2023?*
  • Did you pay property taxes for your home in 2023?*

  • Schedule A

  • Browse Files
    Cancelof
  • Browse Files
    Cancelof
  • Browse Files
    Cancelof
  • Browse Files
    Cancelof
  • Browse Files
    Cancelof

  • Disabled

  • Are you, your spouse, or any dependent listed on your tax return disabled?*
  • Has this dependent been declared disabled by a physician?*
  • If yes, can you provide documentation?*
  • Are you or your spouse listed as the Social Security Representative Payee for this dependent?*
  • Is this the dependent(s) expected to recover in the next year?*
  • Will you claim the DEPENDENT CARE DEDUCTION for the disabled dependent*
  • Did you pay out of pocket for any uncovered Medical Expenses for the disabled dependent,*

  • Income Statements

  • Were you employed during 2023?*
  • Browse Files
    Cancelof
  • Were you self-employed during 2023?*
  • At any time during 2023, did you or your spouse: (a) receive ( as a reward, award, or payment for property or services); or (b) sell, exchange, gift, or otherwise dispose of a digital asset ( of a financial interest in a digital asset)?*
  • Browse Files
    Cancelof
  • Did you receive unemployment compensation during 2023?*
  • Browse Files
    Cancelof
  • Did you, spouse, OR dependent attend college?*
  • Browse Files
    Cancelof
  • Did you, spouse, OR dependent have additional educational expenses*
  • Did you or anyone in your household receive SSI ?*
  • Browse Files
    Cancelof

  • SELF EMPLOYMENT/SMALL BUSINESS QUESTIONNAIRE

    Self Employed Definition: An Individual who operates a business or profession as a sole proprietor, partner in a business relationship, independent contractor, or consultant. He/she must report self-employment income on Schedule C or Form 1040.
  • Browse Files
    Cancelof
  • Check appropriate box for federal tax classification*
  • Is your business registered with the Secretary of State?*
  • Do you have any documents to substantiate your business (formation documents, bills in company name, etc)?*
  • Browse Files
    Cancelof
  • Did you materially participate in the business in 2023?*
  • Accounting Method*
  • Did you make any payment in 2023 that would require you to file form 1099*
  • If yes, did you or will you be filing all required 1099 forms?
  • Was your business disposed during the year?*
  • Do you have a Profit and Loss Statement for your business?*
  • Browse Files
    Cancelof
  • If you were not able to upload Profit and Loss Statement. Can you provide proof of income and expenses?*
  • Browse Files
    Cancelof
  • Rows
  • Rows
  • Browse Files
    Cancelof

  • Affidavit for No Receipts OR Profit and Loss Statement

    I declare that the above information is true and accurate to the best of my knowledge.

  • Bank Application

  • Do you owe any State or Federal Agencies that may cause an offset to your refund? (ie Child Support, Unemployment Repayment, Federal or State Taxes)*
  • Would you like to apply for a Refund Advance Loan?*
  • How would you like to receive your refund?*
  • How will you pay your tax prep fees?*
  • Browse Files
    Cancelof

  • REFERRAL SHEET

    We continue to grow our business through loyal customers like you. Please look in your cellphones and provide us with at least 3 names and phone numbers of people needing assistance in preparing their taxes and getting back the maximum amount of money they are legally entitled as such it is imperative to us that you leave at least 1 referral:
  • Rows

  • CLIENT NON PAYMENT/OFFSET CLAUSE

  • 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 return. By signing this agreement you acknowledge that if payment is not made in full with in 60 days legal actions will be sought to resolve payment. I am giving Elite Tax Solutions and/or associated affiliates permission to prepare all forms related to my tax return and I have signed all necessary forms to file my income tax return electronically. I take full responsibility for the accuracy of this client intake form and understand that Elite Tax Solutions and/or associated affiliates hold no responsibility for any misrepresentation or false claims.

  • Date*
     - -
  • Should be Empty: