Elite Pro Tax Service Intake Form

Welcome to Elite PRO Tax Services — where taxes are done the right way, every time. Please complete this secure intake form so our tax professionals can begin preparing your return.Thank you for choosing our firm. We prepare taxes in all 50 states and offer a fully virtual service for your convenience. This intake form collects the necessary information and documents required to legally and accurately prepare your tax return. Please answer all questions truthfully and upload all required items to avoid processing delays.

If you need to speak with a Elite Pro Tax Service team member before completing the INTAKE FORM, please call email or private message your tax pro.

For new clients, this information is critical to ensure we accurately file your tax return. For existing clients, we kindly request you provide this information again to ensure our records are 100% accurate and up to date. After you submit this information, you will receive a confirmation email.IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING IT TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid unexpired state issued photo identification card during your engagement.This questionnaire may take you up to 20 minutes to complete. Please be sure to organize all of your tax documents prior to completing the form.
Type of Client*

NewReturning Client
Tax Year Preparation Requested*
Who's Your Tax Pro*
Filing Status

FILING STATUS WILL BE DETERMINED BY YOUR TAX PROFESSIONAL
Filing Status*

SingleHead of HouseholdMarried Filing JointlyMarried Filing SeparateQualifying Widow with Dependent
Number of Dependents *
Taxpayer

ENTER IN YOUR INFORMATION
Taxpayer Name (YOUR NAME )*

First NameLast Name
IF CLAIMING HEAD OF HOUSEHOLD PLEASE UPLOAD PROOF (UTILITY BILL OR LEASE)

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Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date of Birth*

MonthDayYear
Date
Social Security Number *
Occupation (what did you do to make money all year, job title)*
Taxpayer Phone Number*
Taxpayer Email*
Your Driver's License or State Id*

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Taxpayer IP PIN

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TAXPAYER IP PIN (issued from IRS yearly) EVERYONE DOESNT HAVE THIS. IF IT DOESNT APPLY SKIP
Spouse

YOUR SPOUSES INFORMATION, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
Spouse Name

First NameLast Name
Date of Birth

MonthDayYear
Date
Spouse Social Security Number
Occupation
Spouse Phone Number
Spouse Email
Spouse Driver's License or State Id

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SPOUSE IP PIN (issued from IRS yearly) EVERYONE DOESNT HAVE THIS. IF IT DOESNT APPLY SKIP

CHILDCARE INFORMATION
CHILDCARE PROVIDER 1 NAME
CHILDCARE PROVIDER 1 SSN OR EIN
AMOUNT PAID FOR CHILDCARE
WHICH CHILD RECIEVED THE CHILDCARE?
CHILDCARE PROVIDER 1 ADDRESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
HIGHER EDUCATION

COLLEGE AND TUITION INFORMATION
UPLOAD 1098T AND/OR COLLEGE EXPENSES

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HAVE YOU CLAIMED THE AMERICAN OPPORTUINITY EDUCATION CREDIT ON THE PAST?

YESNOUNSURE
INSERT YOUR STUDENT LOAN 1098E HERE

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ITEMIZED DEDUCTIONS
MEDICAL

THE TOTALS
OUT OF POCKET MEDICAL EXPENSES
TAXES PAID BY YOU

THE TOTALS
STATE AND LOCAL TAXES OR GENERAL SALES TAX PAID
STATE AND LOCAL REAL ESTATE TAX
STATE AND LOCAL PERSONAL PROPERTY TAX
ANY OTHER STATE AND LOCAL TAX
INTEREST YOU PAID
HOME MORTGAGE INTEREST
UPLOAD YOU 1098-MORTGAGE STATEMENT

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GIFTS TO CHARITY

THE TOTALS
CHARITY 1 AND THE AMOUNT DONATED
Have any credits been disallowed or reduced in a previous year?

YESNOUNSURE
CHARITY 2 AND THE AMOUNT DONATED
CHARITABLE CONTRIBUTION DOCUMENTS

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SOLAR POWER/ENERGY EXPENSES
ENERGY/SOLAR POWER COST?
UPLOAD PROOF/DOCUMENTS FOR ENERGY/SOLAR POWER (WE MAY REQUEST PRIOR YEAR TAX RETURN TO CONFIRM)

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UNEMPLOYMENT
DID YOU RECIEVE ANY UNEMPLOYMENT OR PAY ANY UNEMPLOYMENT OVERPAYMENTS BACK?

YESNOUNSURE
UPLOAD ANY UNEMPLOYMENT DOCUMENTS RECIEVED

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Misc.
Did you have Marketplace insurance? Healthcare.gov or Obamacare.gov*
UPLOAD YOUR 1095-A HERE

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Who Referred you? (Get $25 Referral Fee)
How would you like to receive your refund?*

Paper Check PrintedDirect Deposit into my accountPRE-PAID Debit Card
Bank Name
ROUTING NUMBER
ACCOUNT NUMBER
WOULD YOU LIKE TO APPLY FOR THE REFUND ADVANCE? (Jan 1-March 1, 2026)

YESNO
Which advance would you like to apply for?

Up to $1000, no chargeUp to $7000, with interest
Do you have any questions or concerns about your tax return or the filing?
I acknowledge that all information provided to Elite Pros is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided. Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a potentially criminal penalty situation and is punishable by law including but not limited to: facing court dates, restitution, and possible imprisonment. I waive Elite Pro and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Elite Pros to file my tax return. I acknowledge by signing this form if I and/or my spouse owes a federal/government debt such as IRS, child support, student loans etc., I/we are still responsible for tax preparation fees due to Elite Pros at the time of service. Also, if the federal refund amount is mailed, I/we are still responsible for the tax preparation fees stated on the invoice. If the tax preparation fees are not paid, I understand Elite Pro will take legal action and or debt collection action to collect the unpaid tax preparation fee*

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Date*

MonthDayYear
Date
CONSENT TO DUPLICATE / ELECTRONIC SIGNATURE ON IRS FORM 1040

This Consent Authorization is required to comply with IRS electronic filing regulations and is used only in the

event of a system, software, or transmission error.

Taxpayer Authorization

I, the undersigned taxpayer, hereby authorize my tax preparer and/or their authorized firm to duplicate, affix, or

reproduce my signature electronically on my IRS Form 1040 and any related state income tax returns only if a

system, software, or electronic transmission error occurs after I have reviewed and approved my completed

tax return.

I understand that this authorization does not permit my tax preparer to alter, change, or modify any information

on my tax return without my knowledge and approval. This consent applies solely to the reproduction of my

signature for resubmission purposes when required.

Acknowledgment

I confirm that I have reviewed my tax return for accuracy, understand its contents, and approve the filing of the

return as prepared. I understand that I remain legally responsible for the information reported on my tax return,

even if my signature is duplicated or electronically affixed.

This authorization will be retained by the tax preparer in accordance with IRS record keeping requirements and

will not be submitted to the IRS unless requested
Signature*

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Filing Status

Taxpayer

Spouse

Dependents

Credits

CHILDCARE INFORMATION

HIGHER EDUCATION

ITEMIZED DEDUCTIONS

MEDICAL

TAXES PAID BY YOU

INTEREST YOU PAID

GIFTS TO CHARITY

SOLAR POWER/ENERGY EXPENSES

UNEMPLOYMENT

INCOME AND WAGES

Upload Additional Documents

Misc.