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  • Client Tax Data Sheet

    * Required for All Taxpayers. Fill out the form below to submit your tax information. If you have any questions prior to completing this form, do not hesitate to contact us. *Call: (833)977-3555 or Email: Taxes@Elitetaxrefunds.com
  • Customer Data:

  • Please provide for your appointment

    • Last year's tax return (new clients only)
    • All statements (W2’s, 1098s, 1099s, Business Income Statements)
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  • Payment/Refund

    (Checks can be picked up in office or sent via mail)
  • Dependents

    Should only be listed if you take care of the dependent over half of the year
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  • Child and Dependent Daycare Expenses

    If the provider is a person, enter the care provider's SSN
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  • Tax Payer Income Statement Verification: W-2,1099s

    Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
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  • Business Owners Data Sheet

    Schedule C
  • Business Income

    All income receive during the fiscal year
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  • Business Expenses

    Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
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  • To the best of my knowledge the information enclosed is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have adequate records.

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