Tax Preparation Intake

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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 *

Additional Tax Return

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

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

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.)

Upload Proof of Residency for Your Dependent(s)

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?

Select Preferred Language

English

Spanish

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 Refund Advantage. 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 Refund Advantage.

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 Refund Advantage. To provide you with the opportunity to apply for and/ or receive the Refund Advantage, we must disclose all of your tax return information to Refund Advantage You may request a more limited disclosure of tax return information, but you will not be eligible to submit an application for the Refund Advantage. If you would like us to disclose your tax return information to Refund Advantage 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 Refund Advantage all of your tax return information so that it can evaluate and process your application for the Refund Advantage. You understand that if you are not willing to authorize us to share your tax information with Refund Advantage, you will not be able to obtain the Refund Advantage, 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.

Declaraciones y descargos de responsabilidad

Consentimiento para el uso de información

La ley federal exige que se le entregue este formulario de consentimiento (el término "usted" se refiere a cada contribuyente, si hay más de uno). Salvo que la ley lo autorice, no podemos utilizar la información de su declaración de impuestos para fines distintos a la preparación y presentación de dicha declaración sin su consentimiento. No está obligado a completar este formulario para contratar nuestros servicios de preparación de declaraciones de impuestos. Si obtenemos su firma en este formulario condicionando la prestación de nuestros servicios a que usted otorgue su consentimiento, dicho consentimiento no será válido. Su consentimiento es válido durante el periodo de tiempo que usted especifique. Si no especifica la duración, su consentimiento será válido por un año a partir de la fecha de la firma. Para su comodidad, hemos establecido acuerdos con determinadas empresas para ofrecerle el programa "Refund Advantage". Para determinar si estas ofertas pueden ser de su interés, necesitaremos utilizar la información de su declaración de impuestos. Si desea que utilicemos la información de su declaración de impuestos para determinar si estas ofertas son relevantes para usted mientras preparamos su declaración, por favor firme y feche este consentimiento para el uso de dicha información. Al firmar a continuación, usted nos autoriza a utilizar la información que nos proporcione durante la preparación de su declaración de impuestos para determinar si se le ofrece la oportunidad de solicitar el programa Ventaja de reembolso.

Consentimiento para la divulgación de información de la declaración de impuestos

La ley federal exige que se le entregue este formulario de consentimiento ("usted" se refiere a cada contribuyente, si hay más de uno). Salvo que la ley lo autorice, no podemos divulgar la información de su declaración de impuestos a terceros para fines distintos a la preparación y presentación de dicha declaración sin su consentimiento. Si usted consiente la divulgación de la información de su declaración de impuestos, es posible que la ley federal no proteja dicha información contra su uso o distribución posterior. No está obligado a completar este formulario para contratar nuestros servicios de preparación de declaraciones de impuestos. Si obtenemos su firma en este formulario condicionando la prestación de nuestros servicios a su consentimiento, dicho consentimiento no será válido. Si acepta la divulgación de la información de su declaración de impuestos, su consentimiento será válido durante el periodo de tiempo que usted especifique. Si no especifica la duración de su consentimiento, este será válido por un año a partir de la fecha de la firma. Usted ha manifestado su interés en utilizar Refund Advantage. Para brindarle la oportunidad de solicitar y/o recibir Refund Advantage, debemos divulgar toda la información de su declaración de impuestos a Refund Advantage. Usted puede solicitar una divulgación más limitada de la información de su declaración de impuestos, pero no podrá presentar una solicitud para Refund Advantage. Si desea que divulguemos la información de su declaración de impuestos a Refund Advantage para este fin, por favor firme y feche su consentimiento para dicha divulgación.

Al firmar a continuación, usted nos autoriza a divulgar a Refund Advantage toda la información de su declaración de impuestos para que dicha entidad pueda evaluar y procesar su solicitud para Refund Advantage. Usted comprende que, si no desea autorizarnos a compartir su información fiscal con Refund Advantage, no podrá obtener Refund Advantage; no obstante, aún puede optar por que nosotros preparemos y presentemos su declaración de impuestos mediante el pago de una tarifa. Si considera que la información de su declaración de impuestos ha sido divulgada o utilizada de manera indebida, sin autorización legal o sin su permiso, puede comunicarse con el Inspector General del Tesoro para la Administración Tributaria (TIGTA) por teléfono al 1-800-366-4484 o por correo electrónico a [email protected].

Consentimiento para el pago

ELITE TAX GROUP LLC no se hace responsable si el contribuyente omite información o proporciona datos incorrectos (por ejemplo: números de Seguro Social, nombres, fechas de nacimiento, etc.). Estos errores pueden retrasar su reembolso. ELITE TAX GROUP LLC no tiene control sobre si el IRS selecciona su declaración para una auditoría al azar; sin embargo, todos los clientes pueden adquirir el servicio de Protección contra Auditorías, y conservaremos en nuestros archivos toda la documentación necesaria para impugnar una auditoría en su nombre. Toda la información obtenida del contribuyente y/o de su cónyuge deberá presentarse si el IRS audita su declaración de impuestos.

ELITE TAX GROUP LLC no se hace responsable de las cifras fiscales incorrectas proporcionadas por el contribuyente y/o su cónyuge. Si sus cifras fiscales cambian, deberá presentar una declaración enmendada. ELITE TAX GROUP LLC ofrece el servicio de preparación de declaraciones enmendadas por una tarifa adicional. Si tiene deudas vencidas (por ejemplo: préstamos estudiantiles, manutención de hijos, DPP, DFCS, etc.) programadas para compensarse con su reembolso, deberá pagar por adelantado los honorarios de preparación de impuestos. Puede llamar al departamento de compensaciones del IRS a los números 1-800-304-3107 o 1-800-829-7650 para verificar el estado de cualquier compensación programada. Si desconoce la existencia de una posible compensación y su reembolso es retenido en su totalidad, el pago de los honorarios de preparación se debitará de la cuenta bancaria que tenemos registrada en nuestra oficina.

ELITE TAX GROUP LLC no se hace responsable de los cambios que el IRS o el banco receptor puedan realizar en las fechas de desembolso. ELITE TAX GROUP LLC no se hace responsable de los fallos técnicos que experimente el IRS y que puedan causar un retraso en la recepción de su reembolso de impuestos. NO reembolsamos comisiones bancarias en caso de que esto ocurra.

ACUERDO MUTUO DE NO DESPRESTIGIO

ELITE TAX GROUP LLC se compromete a abstenerse de realizar cualquier acto de desprestigio, difamación, calumnia o injuria contra cualquiera de las Partes Exoneradas, así como a abstenerse de cualquier interferencia ilícita en los contratos y relaciones de dichas Partes Exoneradas. El Cliente se compromete a abstenerse de realizar declaraciones denigrantes sobre ELITE TAX GROUP LLC. Cualquier caso de incumplimiento detectado por ELITE TAX GROUP LLC conllevará una penalización de 1.000 $ por cada incidente, importe que el Cliente deberá abonar a ELITE TAX GROUP LLC.

Errores administrativos o bancarios

ELITE TAX GROUP LLC se esfuerza al máximo por garantizar que toda la información del cliente se registre correctamente. En caso de que se detecte un error administrativo que dé lugar a un depósito incorrecto en su cuenta, usted autoriza a ELITE TAX GROUP LLC a realizar un cargo en su cuenta por el importe de dicho depósito para subsanar el error.

Letter of Engagement

Thank you for choosing Elite Tax Group to assist you with your requested year taxes. This letter confirms the terms of our engagement with you and outlines the nature and extent of the services we will provide.

We will prepare your requested federal and state income tax returns. We will depend on you to provide the information we need to prepare complete and accurate returns. The law imposes penalties when taxpayers underestimate their tax liability. We may ask you to clarify some items but will not audit or otherwise verify the data you submit.

We will perform accounting services only as needed to prepare your tax returns.

Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of any material errors, fraud, or other illegal acts we discover.

I acknowledge that all information provided to Elite Tax Group 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 Tax Group and the preparer of any error due to incorrect information provided by me. By signing below, I authorize Elite Tax Group 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 Tax Group 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 Tax Group will take legal action to collect the unpaid tax preparation fees. I also agree that client won’t dispute tax preparation fees for services rendered due to IRS delays.

Invoices are due and payable upon presentation. We will return your original records to you at the end of this engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a return. We will retain copies of your records and our work papers for your engagement for three years, after which these documents will be destroyed. Paper copies of the tax return and other documents will be available for a fee.

Our engagement to prepare your tax returns will conclude with the delivery of the completed returns to you (if paper-filing), or your signature and our subsequent submittal of your tax return (if e-filing). If you have not selected to e-file your returns with our office, you will be solely responsible to file the returns with the appropriate taxing authorities. Review all tax-return documents carefully before signing them. You agree to allow Elite Tax Group to file your tax return and understand we do not give quotes to be comparable to DIY tax software. By signing this agreement your signature is now transferrable to the forms 1065,1120s, and all other applicable forms in the fianlized tax return from this document, for submission.

You also agree to receive text messages and emails from Elite Tax Group about your tax return and future opportunities with Elite Tax Group.

By signing this form you agree that the bank account on file will be drafted a processing fee of $149.00 (1) in the event your return is rejected due to you already filing or applying for a loan with another tax firm, (2) in the event our office completes your return and you do not sign your return within 24 hours of us notifying you that your return is ready for signature (we will consider your return filing abandoned and that you have filed elsewhere, and deactivate your return in our system)

Elite Tax Group Tax Return Refund Policy

Elite Tax Group does not offer refunds for tax return preparation once work has begun.

As soon as we start reviewing documents, performing calculations, or preparing your return, labor time and professional expertise have been applied, and therefore the preparation fee is non-refundable — even if:

You choose not to file
You decide to use another tax preparer
You delay submitting required documents
Your refund amount is different than expected
All fees paid for tax return preparation, VIP services, or extensions are final once work is initiated on your file.

If we have not yet started any work, you may request a cancellation.

To affirm that this letter correctly summarizes your understanding of the arrangements for this work, you agree to allow Elite Tax Group to file your tax return and not just give a quote and your signature is transferrable to the tax return from this document, please sign this letter in the space below.

Please sign below that you acknowledge and understood the above statement(s) *

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