File Your Taxes Now With "Elite Tax Pros #1 LLC"

YEAR OF TAX PREP

NEW OR RETURNING CLIENT

Full Name

First NameLast Name

Date of Birth

Date

Social Security

Do You Have An IP PIN Or Have you or anyone on the tax return ever been issued an IP PIN form the IRS?

If yes, Please enter persons name and IP PIN

Tax Filing Status

If you are filing head of Houshold, what documents will you provide for proof of head of household?

Phone Number

Area CodePhone Number

Email

example@example.com

Did You Have Market Place Insurance? This will cause your return to reject if you don't provide it.

Occupation- (what u do at work)

Do you want to apply for a cash advance of up to $7,000? No credit check is required. You will be notified of your approval within 24 hours, and funds will be deposited within 48 hours.

Did you recieve a refund last year?

Employment Status

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

If single and age 24 & under, can someone claim you as a dependent? *

Spouse's Full Name

First NameLast Name

Social Security

Spouse's Date of Birth

Date

Phone Number

Area CodePhone Number

Occupation

Were You Audited By The IRS Last Year?

Are you claiming a totally disabled dependent? *

Name

First NameLast Name

Social Security

Date of Birth

Date

Is the Dependent a College Student?

Relationship

Do you provide 50% or more of the care and support for this Dependent?*

How many months did they live in your home for the current year?

Is the Dependent Disabled?

Why is the Parent Not Claiming the Dependent? (If not Son, daughter, foster or Stepchild)*

Name

First NameLast Name

Social Security

Date of Birth

Date

Is the Dependent a College Student?

Relationship

Do you provide 50% or more of the care and support for this Dependent?*

Is the Dependent Disabled?

How many months did they live in your home for the current year?

Why is the Parent Not Claiming the Dependent? (If not Son, daughter, foster or Stepchild)*

Name

First NameLast Name

Social Security

Date of Birth

Date

Is the Dependent a College Student?

Relationship

Do you provide 50% or more of the care and support for this Dependent?*

Is the Dependent Disabled?

How many months did they live in your home for the current year?

Why is the Parent Not Claiming the Dependent? (If not Son, daughter, foster or Stepchild)*

Income (Check all that apply)

Select forms of income for the current tax year: -> Select Multiple if they apply to you.

Did you have a business in 2025? This includes any 1099 work or side businesses, such as hair braiding, hairstyling, babysitting, Uber, Lyft, DoorDash, etc. If so, what is the name and nature of your business or side hustle? If you don’t have a business name, you can skip that part.

Did you start or do you own a business?*

Did you receive unemployment payments this tax year? If so, do you have your 1099 G? *

Did you use your vehicle for business use?

If yes, please list the year make and model of the vehicle.

Do you have any expenses for child care?

How would you like to receive your refund?

Bank Name

Routing Number

Account Number

Tax Documents (W2,1099,Unemployment,Marketplace Insurance)

ID/Driver License

Social Security Cards for Each Individual on Return

Other Documents

Did you or anyone in your household receive Obama Care/ Marketplace Insurance this tax year? *

Upload 1095-A for everyone who received Marketplace/Obama care

PLEASE ANSWER ALL QUESTIONS TRUTHFULLY AND TO THE BEST OF YOUR ABILITY; IF YOU NEED ASSISTANCE, CALL (478)266-8789 OR CONTACT YOUR TAX PREPARER DIRECTLY FOR IMMEDIATE ASSISTANCE!

Once you complete and submit your application, please allow us up to 24 to 72 hours for virtual tax processing (most times sooner). You will be notified via text/email on the status of your application.

To speed up your process, New Clients, please upload all documents to ensure a fast turn around! Upload any documents needed. You may be required to send us additional documents if needed!

Previous year clients some of your documents may be on file, if you have submitted ALL Documents required. IF YOU'RE UNSURE PLEASE SUBMIT ALL DOCS.

You can always schedule an appointment with your Tax Pro to have your return completed by phone typically on the same day! (Please allow 1 hour to 1 hour and a half, and be in a quiet environment with no distractions!)

PLEASE UPLOAD ALL DOCUMENTS ON THIS SECURE SITE.

PLEASE SUBMIT THE ALL DOCUMENTS THAT APPLIES TO YOU. YOUR RETURN CAN'T BE COMPLETED UNTIL ALL DOCUMENTS ARE RECEIVED & SIGNED! PLEASE VIEW THE DOCUMENT CHECKLIST BELOW. IF YOU ARE NOT SURE WHAT DOCS YOU NEED OR NEED HELP OBTAINING DOCS CALL THE OFFICE @ (478)266-8789

If self-employed, would you like to apply for an EIN/LLC and register your business with the state for up to $250? Payment can be deducted from your tax refund.

If a student or claiming a student, do you have a 1098-T from the school the student attended in 2024? *

1098 T Form

IF NEW CLIENT, PLEASE UPLOAD SSN CARD & BIRTH CERTIFICATES FOR ALL DEPENDENTS, REFER TO THE DOCUMENT CHECKLIST (Below) TO SEE A LIST OF ACCEPTABLE DOCUMENTS.

If child went to a daycare facility, upload a copy of form 2441

Date

I understand that if I choose not to use Unity Taxx Solutions after the tax preparation process has begin, I am responsible to pay my prep fee in full! I authorize Unity Taxx Solutions to debit the account listed on my application, if no account listed I will receive an invoice and render payment immediately upon receipt. *

Taxpayer Signature

Spouse Signature

DOCUMENT CHECKLIST

ALL TAX FILERS MUST PROVIDE THE FOLLOWING COPY:

VALID GOVERNMENT ID

SOCIAL SECURITY CARD

(A previous tax return can be used instead of a social security card)

PROOF OF ALL INCOME STATEMENTS

(Form W-2, 1099s, Unemployment Form, Schedule C, Expense sheet signed for self-employed, Interest and Dividends, etc.)

Additional Documents and Requirements For the Following:

Head of Household

A. Must pay more than 50% to pay home.

B. Mortgage statement, lease, utility bills, property taxes, grocery receipts.

C. Dependent letter from the school or medical record from a provider showing the same address.

Note: You are not required to provide all the information above. “A” is required and he/she can choose between “B” and “C”. If client can not provide any information above he/she is not eligible to file as HOH instead client will be files as “single with dependent”.

Earned Income Credit

A. Social Security cards, a Social Security number verification letter, or other U.S. government identification for all persons listed on the return.

B. Birth certificates & marriage certificates if related by marriage, or notarized relationship affidavit.

C. School letter for proof of enrollment, health insurance card, or medical statement showing address.

D. Proof of earned income, ex: W2, 1099’S, Schedule C expense sheet signed for self-employed, Interest, dividends, etc.

E. Dependents must meet age, relationship, and residency test Note: Need (1) document from A,B,C & D. “E” is required.

Child Tax Credit or ACT (One document from below)

A. Birth certificate or marriage certificate if related by marriage, or relationship affidavit. B. The same documents used for the Head of Household and Earned Income Credit.

C. Childcare letter with Ein, W10 form, https://www.irs.gov/pub/irs-pdf/fw10.pdf, or the child caregiver's social security number and address.

D. If the dependent is disabled proof of disability, like an SSA award letter or letter from a doctor.

E. Form 6419 from IRS stating how much CTC was received and for who, or login into the IRS CTC portal.

AOTC Credit (Full-time Student)

A. 1098-T

B. Must not have claimed the credit for over 4 years.

Household Employee

A. Notarized Affidavit

B. Description of income and name and phone number of employer.

(Remember taxpayers can’t make over $10,000 for the year nor more than $2,000 per household) Self-employed (Schedule C)

A. Proof of expenses, ledgers, receipts, log book, bank statements, flyers, or signed Schedule C expense sheet.

B. EIN, or DBA document from their city if using their social security number, business license, etc,

Disabled Dependent

A. Must be a qualifying child or qualifying relative.

B. Must have a disability letter or doctor's statement.

UNITY TAXX SOLUTIONS

PLEASE CALL THE IRS OFFSET LINE TO MAKE SURE YOU DON'T OWE ANY MONEY 1st!!! ---> 1-800-304-3107

TAXPAYER -> ENTER IN YOUR INFORMATION

FILING STATUS

In order to qualify for AOTC you or dependent must have been enrolled in an accredited school and must submit form 1098-T. If you do not have the form please contact the school and request a copy.

Spouse Information

Dependents Information

Child 1

Child 2

Child 3

INCOME AND WAGES

General Expenses

DIRECT DEPOSIT INFORMATION