CLIENT INTAKE FORM

IF YOU ARE CLAIMING A DEPENDENT, PLEASE ANSWER THE QUESTIONS BELOW THAT PERTAINS TO YOUR DEPENDENT RELATIONSHIP. PER THE IRS REQUEST, WE MUST PROVE THAT NOBODY ELSE IS ELIGIBLE TO CLAIM YOUR DEPENDENT BUT YOURSELF.

I, hereby, state that all the information above is true to the best of my knowledge and that I am allowing Elite Accounting and Advising to prepare my taxes based on that fact. I understand that I am financially responsible for any outstanding balance due to false information given on your behalf.

If a balance is due, you must pay the tax preparation fee upfront. If for any reason you owe an entity and they take the entire refund, you are STILL responsible for paying the tax preparation fee for services rendered. 

*For any reason an amendment has to be filed with no fault of the tax preparer, an upfront fee of $250.00 is required! Please view your tax return, which is emailed to you (it is sent before submission). If you need a printed copy there is a $10.00 fee.

 ALL FEES (bank and service fees) are found in the return and are non-refundable or negotiable! NO EXCEPTIONS TO THIS!!

Please utilize www.irs.gov for all federal refund tracking or within the MyTaxOffice app. Please utilize your state Department of Revenue site for any State Refund tracking. Do NOT add the amounts together. Federal taxes are federal,  and state taxes are state when tracking your status. Please allow 8 weeks to surpass from the date of submission before calling the IRS, if you have any tracking questions. 

For any direct assistance please email srush@elitea2.com or call 313-351-5580.

You filling out and submitting this form, you are agreeing to the terms set forth within this client intake form.