Tax Preparation Intake

Complete your intake form and

schedule your appointment.

Intake Form

Thank you for taking time to complete your 2025 Client Questionnaire. 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.

New Client Prior Tax Returns

Please upload your most recent tax return below (preferably two most recent tax returns)

Prior Year Tax Return *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Additional Tax Return

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 100 Files )

Dependent Claims & Rules

Is there anyone else living in your household that helps provide support for your dependents?

Yes

No

Please sign affirming you have read and understand the statement(s) above: *

Clear

Identity Protection

Has anyone listed on your tax return been issued an IRS Identity Protection PIN? *

Yes

No

Self-Employment/Business Income

Are you filing business/self-employment/side job/cash job income?

Yes

No

Stimulus & Child Tax Credit Payments

Please make sure this information is accurate. If what you report differs from what the IRS has on file, your refund will be delayed 8-10 weeks and there is nothing our office can do to expedite processing. Attach a photo of your IRS notice or a screenshot of your Tax Record from the IRS online account.

If you have not yet set up an account using idME, please do so: https://www.irs.gov/payments/your-online-account

Did you receive the first stimulus payment issued by the IRS($1200 for you and $600 for dependents)?

Yes

No

How much was your first stimulus payment?

Upload Notice 1444 from the IRS or copy of bank document showing deposit for first stimulus payment

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Did you receive the second stimulus payment issued by the IRS($600 for you and $600 for dependents)?

Yes

No

How much was your second stimulus payment?

Upload Notice 1444 from the IRS or copy of bank document showing deposit for second stimulus payment

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Additional Info

Do you know of any potential offsets/garnishments to your tax refund?

Yes

No

I give express written permission for a representative of ELITE TAX GROUP LLC to contact the IRS Offset Line to assess possible offsets that will affect disbursement of my tax refund.

Clear

Tax Credit Due Diligence Questionnaire

We ask that you complete this due diligence questionnaire to ensure you are eligible to claim at least one of several valuable tax credits. While the questions may seem to be a little intrusive, they are questions that we are required to ask under the due diligence requirements of the new tax laws. We will keep your responses and documents on file, in the event the IRS should ever ask for them. Please complete them in as much detail as possible.

Please upload supporting documents (i.e. lease, utility bills, school records, etc.)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Upload Proof of Residency for Your Dependent(s)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

I/we, or my child(ren), have documentation to substantiate the credit(s) being claimed (you are responsible for keeping this documentation and providing it to the IRS if you are audited or questioned)

Yes

No

Was the Earned Income Credit (EIC/EITC), Child Tax Credit (CTC), Additional Child Tax Credit (ACTC), or American Opportunity Tax Credit (AOTC) claimed by you disallowed or reduced by the IRS on a past tax return? *

Yes

No

What tax year was it disallowed?

For how many years was it disallowed?

Attestations & Disclaimers

Consent To Use

Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. For your convenience, we have entered into an arrangement with certain companies to offer an Electronic Refund Disbursement Service and/or Loan product. To determine whether these offerings may be of interest to you, we will need to use your tax return information. If you would like us to use your tax return information to determine whether these offerings are relevant to you while we are preparing your return, please sign and date this consent to the use of your tax return information. By signing below, you authorize us to use the information you provide to us during the preparation of your tax return to determine whether to offer you an opportunity to apply for the Electronic Refund Disbursement Service and/or Loan product.

Consent to Disclosure of Tax Return Information
Federal law requires this consent form be provided to you (“you” refers to each taxpayer, if more than one). Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution. You are not required to complete this form to engage our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. You have indicated that you are interested in utilizing the Electronic Refund Disbursement Service and/or Loan product from EPS. To provide you with the opportunity to apply for and/ or receive the Electronic Refund Disbursement Service and/or Loan product, we must disclose all of your tax return information to EPS. You may request a more limited disclosure of tax return information, but you will not be eligible to submit an application for the Electronic Refund Disbursement Service and/or Loan product. If you would like us to disclose your tax return information to EPS for this purpose, please sign and date your consent to the disclosure of your tax return information.
By signing below, you authorize us to disclose to EPS all of your tax return information so that it can evaluate and process your application for the Electronic Refund Disbursement Service and/or Loan product. You understand that if you are not willing to authorize us to share your tax information with EPS, you will not be able to obtain the Electronic Refund Disbursement Service and/or Loan product, but you can still choose to have your tax return prepared and filed by us for a fee. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at [email protected].
Consent for Payment
ELITE TAX GROUP LLC is not responsible in the event the taxpayer omits or provides incorrect information (i.e. social security numbers, names, dates of birth, etc.). These errors may delay your refund. ELITE TAX GROUP LLC does not control whether or not the IRS randomly selects your return for an audit, however all clients are welcome to purchase Audit Protection and we will always keep all necessary documents on file to dispute an audit on your behalf. All information obtained from the taxpayer and/or spouse must be submitted if the IRS audits your tax return.
ELITE TAX GROUP LLC is not responsible for any incorrect tax figures provided by the taxpayer and/or spouse. If your tax figures change you will need to submit an amendment. ELITE TAX GROUP LLC offers amendment preparation for an additional fee. If you have any overdue debts (i.e. school loans, child support, DPP, DFCS, etc….) that are scheduled to offset your refund, you will be required to pay your tax preparation fees upfront. You are able to call the IRS offset department at 1-800-304-3107 or 1-800-829-7650 to check the status of any scheduled offsets. If you are unaware of a potential offset and your refund is completely garnished, your prep fee will be drafted from the bank account you have on file with our office.
ELITE TAX GROUP LLC is not responsible for any changes the IRS or receiving bank may make on disbursement dates. ELITE TAX GROUP LLC is not responsible for any glitch issues that the IRS experiences that may cause a delay in receiving your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence.
MUTUAL NON-DISPARAGEMENT
ELITE TAX GROUP LLC agrees to refrain from any disparagement, defamation, libel, or slander of any of the Releasees, and agrees to refrain from any tortious interference with the contracts and relationships of any of the Releases. Client agrees to refrain from any disparaging statements about ELITE TAX GROUP LLC. Any instances of this found by ELITE TAX GROUP LLC will result in a $1000 penalty per occurence payable by the client to ELITE TAX GROUP LLC.
Clerical/Banking Errors
ELITE TAX GROUP LLC tries its best to ensure that all client information is entered correctly. In the event a clerical error is dicovered that causes an incorrect deposit into your account, you give ELITE TAX GROUP LLC permission to debit your account for the amount of the deposit to reverse this error.