ELEGANT TAX SOLUTIONS, LLC
Experience the Elegance of Stress-Free Tax Solutions.
Tax Filing Year
*
Please Select
2018
2019
2020
2021
2022
2023
2024
2025
Please provide the name of the person who referred you or provide the place where you saw our business.
Filing Status
Single
Head of Household
Married Filing Separate
Married Filing Joint
Qualifying Widower
Do you or your kids have an IP PIN?
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Yes
No
Do you have marketplace insurance?
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Yes
No
Did you get a refund last year? If so upload transcript or copy of tax return at the bottom of this form? (new clients ONLY)
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Yes
No
Are you interested in credit repair?
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Yes
No
Your Full Name
*
Prefix
First Name
Last Name
Your Phone Number
*
Please enter a valid phone number.
Your E-mail
*
example@example.com
Tax Payers Social Security Number
Tax Payers Date of Birth
*
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Month
-
Day
Year
Date
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Did you receive health insurance through the Market Place?
*
Yes
No
Your Occupation
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If so, Please provide the following 1. States you worked in 2. Timeframe you worked in those states
Have you ever been audited by the IRS?
*
Please Select
Yes
No
If so, Please provide the year/s of audit and what were the outcomes of the audits
Primary Taxpayer - Please Check Any That Apply
Taxpayer can be claimed as a dependent on someone else's return.
Taxpayer was over age 18 and a full-time student at an eligible educational institution.
Taxpayer is blind.
Taxpayer is deceased.
Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
Taxpayer prefers to receive written communications from the IRS in a language other than English.
Taxpayer prefers to receive written communications from the IRS in an accessible format.
Taxpayer is disabled.
Spouse Information
If no spouse, please skip.
Spouse's Name
First Name
Last Name
Spouse's Date of Birth
-
Month
-
Day
Year
Date
Spouse's Social Security Number
Spouse's Occupation
Spouse's Email Address
example@example.com
Spouse - Please Check Any That Apply
Spouse can be claimed as a dependent on someone else's return.
Spouse was over age 18 and a full-time student at an eligible educational institution.
Spouse is blind.
Spouse is deceased.
Spouse has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year.
Spouse prefers to receive written communications from the IRS in a language other than English.
Spouse prefers to receive written communications from the IRS in an accessible format.
Spouse is disabled.
Dependent Information
The Earned Income Credit (EIC) increases with the first 3 Children you claim. The maximum number of dependents you can claim for Earned Income Purposes is Three. You MUST also meet other requirements related to your Adjusted Gross Income (AGI) to qualify for EIC. If you are MARRIED and FILING SEPARATE you CAN'T claim the credit.
Dependent Information
Name
Date of Birth
Social Security Number
Full Time Student? Yes or No
Disabled? Yes or No?
How Many Months Did The Child Live In Your Home?
Relationship To The Dependent
1st Dependent
2nd Dependent
3rd Dependent
4th Dependent
5th Dependent
6th Dependent
TAXPAYER IP PIN (issued from IRS yearly) EVERYONE DOESNT HAVE THIS. IF IT DOESNT APPLY SKIP
SPOUSE IP PIN (issued from IRS yearly) EVERYONE DOESNT HAVE THIS. IF IT DOESNT APPLY SKIP
Business Information
Please complete if you are self employed.
Are you self employed or a business owner?
*
Yes
No
If so what kind of business do you have?
Please provide your business EIN Number
How long have you been in business?
Business Adress
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please upload your profit/expense records.
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Did you have a vehicle you used for your business?
Yes
No
If so, list the year make and model of the vehicle.
Do you have a separate personal vehicle?
Yes
No
College Student Information
Please complete if anyone in your household went to college.
Did Anyone Listed On This Return Attend College this Tax Season
*
Yes
No
If so - please upload form 1098-T and other college related documents below.
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Name(s) of the person who attended college
Did all students attend at least half time?
Yes
No
Were they seeking a degree?
Yes
No
How much money was spent on other books or materials in relation to college?
How many tax years have you claimed the American Opportunity Tax Credit?
Was the student ever charged with drug related felonies?
Yes
No
Are You Currently Paying Student Loans?
Yes
No
If so please upload your Form 1098-E - Student loan Interest
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Upload Requested Documents
PLEASE NOTE: YOU CAN UPLOAD MULTIPLE DOCUMENTS
Upload ID/DL (for anyone over 18 years old on this filing)
*
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(In order to file HOH upload lease and utility bill in your name) If filing single only a utility bill needed
*
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Upload Social Security Card (for all listed on this filing)
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Please upload all W2's HERE - You can upload multiple files
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If you received Unemployment Please Provide 1099-G form
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Withdrawal out of 401K? Please attach documentation if available.
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Please provide Mortgage / Property Tax form(s) if paid taxes / insurance
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Please Upload any Additional Tax Forms that you have Received.
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Please upload Birth Certificates for all dependents.
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Upload copy of prior year tax return or transcript (include the schedule c if was self employed)
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Banking Information
Do you owe or have you owed the IRS?
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Yes
No
Will you want any of the following Bank Products? (Choose All That Apply ) ** Please note all bank products must go through an approval process and will require a written authorization Form 7216 Bank Consent to Disclosure of Tax Return Information
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Tax Refund Advances
Deduct Tax Preparation Fee from your Refund
If you want a tax loan advance:
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Do you want the $1000 advance (no finance charge)
Up to $7000 (with finance charge)
Or not interested in a tax refund advance loan
Signature Consenting to Form 7216 Bank Consent to Disclosure of Tax Return Information
*
How would you like your refund to be deposited when ready?
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Direct Deposit
Pre-Paid Debit Card
I have a Tax Obligation and will not be receiving a refund
Paper check printed in the office
Bank Name
*
Is this a Checking or Savings account?
*
Please Select
Checking
Savings
Routing Number
*
Account Number
*
Due Diligence Questions
Have you ever been disallowed the Earned Income tax Credit, The additional child Tax credit, or the Child tax credit?
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Yes
No
If you are a single parent, Where's the other parents of your child/children?
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What is the name of the other parent(s)
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Why is the other parent not claiming the child?
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If you are divorced or separated, when did you last live in the same home?
Do you have joint custody of your child? (If so which child/children)
How long did your child/children live in the other parent's home during the tax year? (in months)
*
Do you have a signed form 8332 granting the right to claim this child/children?
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Yes
No
Not Needed
Not Applicable
Did anyone else live in the home that provides financial support for your child/dependents?
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Yes
No
Not Applicable
Can or could anyone else be eligible to claim this dependent on their tax return?
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Did you pay someone to watch your child/children?
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Yes
No
Not Applicable
If so please upload any childcare statements.
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Did you receive any type of supplemental, non taxable income such as child support, Welfare benefits, Social security, etc?
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Yes
No
In the case of a random IRS audit, can you provide for the children:
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School Records
Medical Records
Signatures
Please Review & Sign Consent Forms
Signature Consenting to Client Engagement Letter
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Signature Consenting to Consent To Use Of Tax Return Information
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Signature Consenting to Consent To Use Of Tax Return Information
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By signing, you agree that all information entered on this form is true and correct.I confirm that the information provided is accurate and complete.I authorize Elegant Tax Solutions, LLC to collect my sensitive data, including personal ID, government ID, Social Security Number (SSN), and other relevant details.By signing below, you acknowledge that you have read, understood, and agree to your responsibilities, as well as our responsibilities in completing this tax return.
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