Elevation Enterprise Tax Service

Elevation Enterprise Tax Service

Client Intake Form
“Thank you for choosing Elevation Enterprise Tax Services. This secure intake form allows us to prepare your return accurately and efficiently.”
Personal Information
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Date of Birth
Filing Status
SSN
Income Information (W-2 & Employment)
Did you work in 2024? (Yes/No)IF YES →
Did you receive any 1099 income? (Yes/No)IF YES →
Select Type Below
Other Income
Dependent Information
Name

First NameLast Name
DOB
example@example.com
SS
example@example.com
Relationship
example@example.com
Months lived with you
example@example.com
Credits & Deductions
Provider Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Amount Paid
Business (Schedule C)
Type a question
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Entity Type (Sole Prop, LLC, etc.)
Gross Income
Cost of Goods
Business Expenses
Supplies
Advertising
Utilities
Rent
Payroll
Subscriptions
Travel
Meals
Office Expenses
Other
Mileage + Home Office
Did you use a personal vehicle for business? (Yes/No)
Upload mileage log
Starting mileage
Ending mileage
Business miles
Do you have a home office? (Yes/No)
Total home sq. ft
Office area sq. ft
Disclosures & Agreements
I certify all information is true and accurate
I authorize Elevation Enterprise Tax Services to prepare my tax return
I understand my tax preparer is not responsible for false or missing information
I understand service fees are non-refundable
Signature
Date

MonthDayYear
Date
Should be Empty:

Elevation Enterprise Tax Service

“Thank you for choosing Elevation Enterprise Tax Services. This secure intake form allows us to prepare your return accurately and efficiently.”

Personal Information

Income Information (W-2 & Employment)

Dependent Information

Credits & Deductions

Business (Schedule C)

Business Expenses

Mileage + Home Office

Disclosures & Agreements