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Welcome to Elite 8 Tax Relief

Welcome to Elite 8 Tax Relief

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    • Lesotho
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    • Libya
    • Liechtenstein
    • Lithuania
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    • Macau
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    • Madagascar
    • Malawi
    • Malaysia
    • Maldives
    • Mali
    • Malta
    • Marshall Islands
    • Martinique
    • Mauritania
    • Mauritius
    • Mayotte
    • Mexico
    • Micronesia
    • Moldova
    • Monaco
    • Mongolia
    • Montenegro
    • Montserrat
    • Morocco
    • Mozambique
    • Myanmar
    • Nagorno-Karabakh
    • Namibia
    • Nauru
    • Nepal
    • Netherlands
    • Netherlands Antilles
    • New Caledonia
    • New Zealand
    • Nicaragua
    • Niger
    • Nigeria
    • Niue
    • Norfolk Island
    • Turkish Republic of Northern Cyprus
    • Northern Mariana
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    • Oman
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    • Panama
    • Papua New Guinea
    • Paraguay
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    • Philippines
    • Pitcairn Islands
    • Poland
    • Portugal
    • Puerto Rico
    • Qatar
    • Republic of the Congo
    • Romania
    • Russia
    • Rwanda
    • Saint Barthelemy
    • Saint Helena
    • Saint Kitts and Nevis
    • Saint Lucia
    • Saint Martin
    • Saint Pierre and Miquelon
    • Saint Vincent and the Grenadines
    • Samoa
    • San Marino
    • Sao Tome and Principe
    • Saudi Arabia
    • Senegal
    • Serbia
    • Seychelles
    • Sierra Leone
    • Singapore
    • Slovakia
    • Slovenia
    • Solomon Islands
    • Somalia
    • Somaliland
    • South Africa
    • South Ossetia
    • South Sudan
    • Spain
    • Sri Lanka
    • Sudan
    • Suriname
    • Svalbard
    • eSwatini
    • Sweden
    • Switzerland
    • Syria
    • Taiwan
    • Tajikistan
    • Tanzania
    • Thailand
    • Timor-Leste
    • Togo
    • Tokelau
    • Tonga
    • Transnistria Pridnestrovie
    • Trinidad and Tobago
    • Tristan da Cunha
    • Tunisia
    • Turkey
    • Turkmenistan
    • Turks and Caicos Islands
    • Tuvalu
    • Uganda
    • Ukraine
    • United Arab Emirates
    • United Kingdom
    • United States
    • Uruguay
    • Uzbekistan
    • Vanuatu
    • Vatican City
    • Venezuela
    • Vietnam
    • British Virgin Islands
    • Isle of Man
    • US Virgin Islands
    • Wallis and Futuna
    • Western Sahara
    • Yemen
    • Zambia
    • Zimbabwe
    • Other
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  • 7
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  • 8
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  • 9
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  • 10

    Upload

    Prior year tax return

    Front and Back of your drivers license

    Social Security Card

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  • 11
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  • 12
    Begin with most recent previous address.
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  • 13
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  • 14

    Please upload the brokerage statement. If there is not a brokerage statement, the taxpayer must have ledger reconciled. We suggest using Token Tax at the following link: https://tokentax.co?via=elite8

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  • 15
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  • 16
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  • 17
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  • 18
    If NO, please provide an address.
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  • 19
    Please Select
    • Please Select
    • Afghanistan
    • Albania
    • Algeria
    • American Samoa
    • Andorra
    • Angola
    • Anguilla
    • Antigua and Barbuda
    • Argentina
    • Armenia
    • Aruba
    • Australia
    • Austria
    • Azerbaijan
    • The Bahamas
    • Bahrain
    • Bangladesh
    • Barbados
    • Belarus
    • Belgium
    • Belize
    • Benin
    • Bermuda
    • Bhutan
    • Bolivia
    • Bosnia and Herzegovina
    • Botswana
    • Brazil
    • Brunei
    • Bulgaria
    • Burkina Faso
    • Burundi
    • Cambodia
    • Cameroon
    • Canada
    • Cape Verde
    • Cayman Islands
    • Central African Republic
    • Chad
    • Chile
    • China
    • Christmas Island
    • Cocos (Keeling) Islands
    • Colombia
    • Comoros
    • Congo
    • Cook Islands
    • Costa Rica
    • Cote d'Ivoire
    • Croatia
    • Cuba
    • Curaçao
    • Cyprus
    • Czech Republic
    • Democratic Republic of the Congo
    • Denmark
    • Djibouti
    • Dominica
    • Dominican Republic
    • Ecuador
    • Egypt
    • El Salvador
    • Equatorial Guinea
    • Eritrea
    • Estonia
    • Ethiopia
    • Falkland Islands
    • Faroe Islands
    • Fiji
    • Finland
    • France
    • French Polynesia
    • Gabon
    • The Gambia
    • Georgia
    • Germany
    • Ghana
    • Gibraltar
    • Greece
    • Greenland
    • Grenada
    • Guadeloupe
    • Guam
    • Guatemala
    • Guernsey
    • Guinea
    • Guinea-Bissau
    • Guyana
    • Haiti
    • Honduras
    • Hong Kong
    • Hungary
    • Iceland
    • India
    • Indonesia
    • Iran
    • Iraq
    • Ireland
    • Israel
    • Italy
    • Jamaica
    • Japan
    • Jersey
    • Jordan
    • Kazakhstan
    • Kenya
    • Kiribati
    • North Korea
    • South Korea
    • Kosovo
    • Kuwait
    • Kyrgyzstan
    • Laos
    • Latvia
    • Lebanon
    • Lesotho
    • Liberia
    • Libya
    • Liechtenstein
    • Lithuania
    • Luxembourg
    • Macau
    • Macedonia
    • Madagascar
    • Malawi
    • Malaysia
    • Maldives
    • Mali
    • Malta
    • Marshall Islands
    • Martinique
    • Mauritania
    • Mauritius
    • Mayotte
    • Mexico
    • Micronesia
    • Moldova
    • Monaco
    • Mongolia
    • Montenegro
    • Montserrat
    • Morocco
    • Mozambique
    • Myanmar
    • Nagorno-Karabakh
    • Namibia
    • Nauru
    • Nepal
    • Netherlands
    • Netherlands Antilles
    • New Caledonia
    • New Zealand
    • Nicaragua
    • Niger
    • Nigeria
    • Niue
    • Norfolk Island
    • Turkish Republic of Northern Cyprus
    • Northern Mariana
    • Norway
    • Oman
    • Pakistan
    • Palau
    • Palestine
    • Panama
    • Papua New Guinea
    • Paraguay
    • Peru
    • Philippines
    • Pitcairn Islands
    • Poland
    • Portugal
    • Puerto Rico
    • Qatar
    • Republic of the Congo
    • Romania
    • Russia
    • Rwanda
    • Saint Barthelemy
    • Saint Helena
    • Saint Kitts and Nevis
    • Saint Lucia
    • Saint Martin
    • Saint Pierre and Miquelon
    • Saint Vincent and the Grenadines
    • Samoa
    • San Marino
    • Sao Tome and Principe
    • Saudi Arabia
    • Senegal
    • Serbia
    • Seychelles
    • Sierra Leone
    • Singapore
    • Slovakia
    • Slovenia
    • Solomon Islands
    • Somalia
    • Somaliland
    • South Africa
    • South Ossetia
    • South Sudan
    • Spain
    • Sri Lanka
    • Sudan
    • Suriname
    • Svalbard
    • eSwatini
    • Sweden
    • Switzerland
    • Syria
    • Taiwan
    • Tajikistan
    • Tanzania
    • Thailand
    • Timor-Leste
    • Togo
    • Tokelau
    • Tonga
    • Transnistria Pridnestrovie
    • Trinidad and Tobago
    • Tristan da Cunha
    • Tunisia
    • Turkey
    • Turkmenistan
    • Turks and Caicos Islands
    • Tuvalu
    • Uganda
    • Ukraine
    • United Arab Emirates
    • United Kingdom
    • United States
    • Uruguay
    • Uzbekistan
    • Vanuatu
    • Vatican City
    • Venezuela
    • Vietnam
    • British Virgin Islands
    • Isle of Man
    • US Virgin Islands
    • Wallis and Futuna
    • Western Sahara
    • Yemen
    • Zambia
    • Zimbabwe
    • Other
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  • 20
    Mark all that apply
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  • 21
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  • 22
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  • 23
    i.e., child support, student loans.
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  • 24
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  • 25
    Please Select
    • Please Select
    • Single
    • Married
    • Head of Household
    • Qualifying Widow(er) with Dependents
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  • 26
    Can anyone else claim you as a dependent?
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  • 27
    Click NEXT to continue.
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  • 28
    Provide the following information for your domestic partner:
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  • 29
    Provide the following information for your spouse:
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  • 30
    Are you claiming any dependents?
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  • 31
    Do you have any dependents?
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  • 32
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  • 33
    1 of 5
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  • 34
    Please Select
    • Please Select
    • 1
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    • 4
    • 5
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  • 35
    Provide the following information for your dependents: Complete a separate entry for each dependent.
    Please Select
    • Please Select
    • Yes
    • No
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  • 36
    Provide the following information for your dependents: Complete a separate entry for each dependent.
    Please Select
    • Please Select
    • Yes
    • No
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  • 37
    Provide the following information for your dependents: Complete a separate entry for each dependent.
    Please Select
    • Please Select
    • Yes
    • No
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  • 38
    Provide the following information for your dependents: Complete a separate entry for each dependent.
    Please Select
    • Please Select
    • Yes
    • No
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  • 39
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  • 40
    If YES upload 1095A to client portal.
    1 of 7
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  • 41
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  • 42
    If YES upload 1095A to client portal.
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  • 43

    Upload the 1095-A to Verifyle.

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  • 44
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  • 45

    Employment

    Upload all W2's

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  • 46

    Investments Miscellaneous

    If you had income from any of the following, upload the reported statements to Verifyle using the hyperlink.

    1. Interest
    2. Dividend
    3. Rental *If not operated as a business
    4. Royalty
    5. Alimony
    6. Tips
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  • 47
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  • 48
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  • 49

    Upload the mortgage interest statement and property tax if not included on the mortgage statement using the link below.

    Upload

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  • 50
    If yes, Upload 1098-T to the client portal. If no, select NO and NEXT to continue.
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  • 51
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  • 52
    Please Select
    • Please Select
    • Business
    • Sign
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  • 53
    If you received income from Partnerships, S-Corps, Trusts, or Estates: Please upload all applicable Schedule K-1 forms to the client portal. If applicable, use the checklist to confirm the action item is complete. Are you a Sole Proprietor or Single-Member LLC? Please upload the following documents: Profit & Loss Statement (P&L) Balance Sheet Depreciation Schedule (if applicable) Vehicle Worksheet – If you used a vehicle for business purposes, please complete and upload the vehicle worksheet.
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  • 54
    Upload the following documents and information to the client portal. If applicable, use the checklist to confirm the action item is complete. Pay $1250.00 deposit using this link: Payment Link. THE REMAINING BALANCE WILL BE QUOTED ON REVIEW AND PAYABLE PRIOR TO SIGNATURE DOCUMENTS BEING SENT.
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  • 55
    Upload the following documents and information to the client portal. If applicable, use the checklist to confirm the action item is complete. Pay $1250.00 deposit using this link: Payment Link. THE REMAINING BALANCE WILL BE QUOTED ON REVIEW AND PAYABLE PRIOR TO SIGNATURE DOCUMENTS BEING SENT.
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  • 56
    Upload the following documents and information to the client portal. If applicable, use the checklist to confirm the action item is complete. Pay $1250.00 deposit using this link: Payment Link. THE REMAINING BALANCE WILL BE QUOTED ON REVIEW AND PAYABLE PRIOR TO SIGNATURE DOCUMENTS BEING SENT.
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  • 57
    Upload the following documents and information to the client portal. If applicable, use the checklist to confirm the action item is complete. Please pay the deposit that reflects your current revenue tier using the links below: $0-$50,000=$500.00 Deposit $50,001-$250,000=$900.00 Deposit $250,000 or greater=$1250.00 Deposit
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  • 58
    Upload the following documents and information to the client portal. If applicable, use the checklist to confirm the action item is complete. Before proceeding, please make your $1000.00 Trust deposit payment using this link.
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  • 59
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  • 60
    Input the information for each property you receive rental income from.
    1 of 4
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  • 61
    Provide the following expenses for each property by address.
    1 of 4
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  • 62
    Please sign confirming everything is true to the best of your ability.
    Clear
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  • 63
    Download and save as Elite 8 Tax Relief Checklist.
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