EA2 Client Intake Form 2023

  • CLIENT INTAKE FORM

    PLEASE FILL OUT ALL INFORMATION APPLICABLE (This form is encrypted to secure and protect your submission)
  • Issue Date*
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  • Expiration Date*
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  • Date of Birth*
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  • Format: (000) 000-0000.
  • Issue Date
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  • Expiration Date
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  • Date of Birth
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  • Format: (000) 000-0000.
  • Filing Status:*
  • Did your marital status change over the last year?
  • HEAD OF HOUSEHOLD FILERS MUST PRESENT ONE OF THE FOLLOWING TO FILE THIS STATUS. PICK ONE OF THE 3 OPTIONS THAT YOU WILL SUBMIT TO BE APPROVED TO FILE HEAD OF HOUSEHOLD.
  • Date of Birth
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  • Date of Birth
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  • Date of Birth
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  • IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

  • Did you pay someone to watch your child/children?
  • Are you being claimed (or eligible to be claimed) as a dependent on anyone else's return?
  • Any business income or 1099-NEC's? (either from you or your spouse)*
  • Did you or your spouse have any IRA accounts?*
  • Did you or your spouse buy or sale any stock or crypto currency?*
  • Did you or your spouse receive a Schedule K-1 from a partnership, S Corporation or Trust?*
  • Did you or your spouse collect social security or retirement income?
  • Did you or your spouse receive unemployment compensation (1099-G) regular or PUA last year?*
  • Did you or your spouse earn interest from a foreign bank?*
  • Did you or your spouse receive any prize or gambling winning during the past year?*
  • Did you start a new business or purchase any rental property during the last year?*
  • Did you purchase health insurance through healthcare.gov marketplace (Obama Care)?*
  • If yes, did you receive a 1095-A Form from the marketplace?
  • Did you make college tuition payments and received a 1098-T Form last year?*
  • Did you pay any student loan interest?*
  • Did you purchase or sale your principal home?*
  • Did you incur a loss due to damage or stolen property?*
  • Any Itemized Deductions
  • How would you like to receive your refund?*
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  • I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Elite Accounting and Advising to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to false information given on your behalf.

    If a balance is due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible for paying the tax preparation fee for services rendered. 

    *For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $250.00 is required! Please view your tax return, which is emailed to you (it is sent before submission). If you need a printed copy there is a $10.00 fee.

     ALL FEES (bank and service fees) are found in the return and are non-refundable or negotiable! NO EXCEPTIONS TO THIS!!

    Please utilize www.irs.gov for all federal refund tracking or within the MyTaxOffice app. Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal,  and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. 

    For any direct assistance please email srush@elitea2.com or call 313-351-5580.

    You filling out and submitting this form, you are agreeing to the terms set forth within this client intake form.

     

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