Elite Tax Refund Client Intake Form 2026

Child and Dependent Daycare Expenses

If the provider is a person, enter the care provider's SSN
Child Name Amount Paid

First NameAmount Paid
Provider Phone Number

Area CodePhone Number
Provider

NameTax ID #/ SSN
Provider Address

Street Address

Street Address Line 2

CityState

Zip Code
Do you want to enter another child care provider?

YesNo
Child Name Amount Paid

First NameAmount Paid
Provider

NameTax ID #/ SSN
Provider Phone Number

Area CodePhone Number
Provider Address

Street Address

Street Address Line 2

CityState

Zip Code

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?*

YesNo
Please upload your W2's, 1099 Nec, 1099's, W2G, Etc*

Choose Files

Cancelof
Enter any additional information or comments that you would like the include for your tax preparer
If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return

Choose Files
Optional but STRONGLY recommended Cancelof
Do you owe from previous years?

YesNoI have not filed previous years
Please select the following years you are trying to file

2025202420232022

Payment/Refund

(Checks can be picked up in office or sent via mail)
Select below the method that you prefer to receive your refund*

Direct DepositCheckCard
Account Type

CheckingSavings
Bank Name
Bank Account Number
Bank Routing Number
Would you like to apply for a Cash Advance up to $7,500? (fees apply)

YesNo

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:
Referral #1*
Name/ Phone number
Referral #2
Name / Phone Number
Are you interested in Buying a Home?

YesNo
Are you interested in Credit Repair?

YesNo

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.
E- Signature Below*

Clear
By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is accurate. If you have any questions do not hesitate to call our office at (866) 477-5441 or email Taxes@Elitetaxrefunds.com
Date*

MonthDayYear
Date
Should be Empty:

Client Tax Data Sheet