Elite Tax Refund Client Intake Form 2025

  • 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: (866)477-5441 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)
  • Tax Payer Verification for Filing Status (Must have)*
  • Tax Payer Address Verification (Must have if filing Head of Household))
  • Tax Payer Dependency Relationship Verification (Must have )*
  • Tax Payer Dependent Residency Verification ( Must have one)
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  • Date of Birth*
     / /
  • Does any of the following apply?
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  • Spouse Information

  • Are you filing an eligible spouse on your tax return?*
  • Date of Birth
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  • Choose File
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  • Is this year your first year filing your taxes with Elite Tax Refunds?
  • Did your Marital Status change during the year?*
  • Did you have Marketplace Health Insurance (Obamacare-ACA) this year? (Should receive Form 1095-A)*
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  • Do you own Student Loans, Taxes, or other entity that might offset your refund?*
  • Did you receive Unemployment Benefits (Form 1099-G)
  • Did you install any energy property to your residence such as solar water heaters, generators or fuel cells or energy efficient improvements such as exterior doors or windows, insulation, heat pumps, furnaces, central air conditioners or water heaters?
  • Did you attend a College or a University last year? If so, upload Form 1098
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  • Do you have Other Income? (Check all that apply)
  • Do you currently have an offsets with the IRS (delinquent student loans, delinquent child support, tax liens etc)? *If you suspect that you have an offset call (800)304-3107 to confirm*
  • Have you ever had EARNED INCOME CREDIT DISALLOWED by the IRS?
  • Did you have any Life changes in 2025?

  • Dependents

    Should only be listed if you take care of the dependent over half of the year
  • Do you have any Dependents?
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  • Date Of Birth
     - -
  • Is anyone else able to claim this Dependent?
  • Do you want to enter another dependent?*
  • Date Of Birth*
     - -
  • Is anyone else able to claim this Dependent?
  • Do you want to enter another dependent?*
  • Date Of Birth*
     - -
  • Is anyone else able to claim this Dependent?
  • Do you want to enter another dependent?*
  • Date Of Birth*
     - -
  • Is anyone else able to claim this Dependent?
  • Did you financially support all dependent in 2025?
  • Is any dependent Adopted? If so, enter name below
  • Did you receive any government assistance in 2025?
  • Did you receive Food Stamp in 2025?
  • Did you pay any child care expenses throughout the year ?

  • Child and Dependent Daycare Expenses

    If the provider is a person, enter the care provider's SSN
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  • Do you want to enter another child care provider?
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  • Taxpayer 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.
  • Did you receive a W-2 in 2026?*
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  • Do you owe from previous years?
  • Please select the following years you are trying to file

  • Business Owners Data Sheet

    Schedule C
  • Are you filing a Business, Self-employed, or a hobby income?*
  • Do you work from home?
  • Do you have a LLC?
  • Do you have a EIN Number?
  • Do you have a Business Bank Account?
  • Do you have a Social Media Business page?

  • 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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  • Rows

  • Payment/Refund

    (Checks can be picked up in office or sent via mail)
  • Select below the method that you prefer to receive your refund*
  • Account Type
  • Would you like to apply for a Cash Advance up to $7,500? (fees apply)

  • REFERRALS

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

  • I certify that all information provided is true, complete, and accurate to the best of my knowledge. I authorize my tax preparer to prepare and file my 2026 tax return using this information.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.

  • Date*
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  • Should be Empty: