1 Elite Tax and Consulting Services

Intake Form

Fill out the form carefully for your tax information to be accurate.
Tax Payer Name

First NameMiddle NameLast Name
Filing Status: | W-2 Or 1099?
Type option 1 Type option 2
Email
example@example.com
Email
example@example.com
Spouse Name

First NameMiddle NameLast Name
Filing Status: | W-2 Or 1099?
Tax Payer Birth Date

MonthDayYear
Spouse Birth Date

MonthDayYear
SOCIAL SECURITY NUMBER
SPOUSE SOCIAL SECURITY NUMBER
Gender
Gender
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mobile Number
Format: (000) 000-0000.
Mobile Number
Format: (000) 000-0000.
Dependents

NOTE* College Students need a 1098-T/ All enrolled students need school document (report card etc.)
Dependent Name

First NameMiddle NameLast Name
SOCIAL SECURITY NUMBER
Birth Date

MonthDayYear
Gender
Dependent Name

First NameMiddle NameLast Name
SOCIAL SECURITY NUMBER
Birth Date

MonthDayYear
Gender
Dependent Name

First NameMiddle NameLast Name
SOCIAL SECURITY NUMBER
Birth Date

MonthDayYear
Gender
Tax Questions
Did you have Market Place insurance? If yes, do you have your 1095-A? YES NO
Did you owe back taxes from last year or any previous years? Has this been resolved? YES NO
Are any of the dependents full time college students? If yes, do you have your 1099-T? Type option 1 Type option 2
Have you been disallowed EITC previously? If yes, has this been resolved? NO YES
Have open up a ID.Me.com account? If no, please do so, this can hold up your tax return. YES NO
Do you have your last year taxes? You will need to upload them. YES NO
Upload Required Tax Documents

All tax documents are required before your taxes can be started: 1.)DriverLicense 2.) Social Security cards of all dependents n Tax Return. 3.) Proof of Head of House of Household 4.) With dependents proof of address via school or Dr.Office demographics sheet. 5.) proof of income ie; W-2, !099 NEC, 1098-T, Interest Statements, etc
Upload Driver License

Cancelof
Upload Social Security Card

Cancelof
Upload W-2/ 1099

Cancelof
Upload Profit & Loss Statement

Cancelof
Upload Previous Year Tax Return

Cancelof
Upload Previous Year Tax Return

Cancelof
Upload Additional Documents

Cancelof
Signature
Date

MonthDayYear
Date
Additional Comments
This is a fill in the blanks field. Please add appropriate blank fields and text.
This is a fill in the blanks field. Please add appropriate blank fields and text.
Should be Empty:

Intake Form

Dependents

Tax Questions

Upload Required Tax Documents