Elitist Business solutions

Existing Client

For purposes of this consent form, “we,” “us,” and “our” refer to Elitist Business Solutions.

Federal law requires this consent form. Unless authorized by law, we cannot use your tax return information for purposes other than preparing and filing your tax return without your consent. You are not required to sign this form to receive tax preparation services, and your consent is valid for the period you specify, or one year from the date of signature if no period is specified.
By signing below, you authorize Elitist Business Solutions to use your tax return information to determine your eligibility for Electronic Refund Disbursement Services and/or loan products and to present these options to you during the preparation of your tax return.
If you believe your tax return information has been used or disclosed improperly without your authorization, you may contact the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484 or [email protected].

Tax Payer Signature *

Clear

Spouse signature (if applicable)

Clear

This letter confirms the terms of our engagement and outlines the tax preparation services Elitist Business Solutions will provide. We appreciate the opportunity to serve you and ask that you review and acknowledge the following responsibilities and arrangements.

We will prepare your 2025 federal and requested state income tax returns based on the information and documentation you provide. We are not required to audit, verify, or independently confirm the accuracy or completeness of the information submitted, although we may request clarification or additional documentation as needed to properly prepare your return.
You are responsible for providing complete and accurate information and for maintaining all supporting documentation, including income records, receipts, bank statements, and other relevant documents. These records may be required to support your tax return in the event of an IRS or state examination. You acknowledge that you are ultimately responsible for the accuracy and completeness of your tax return and agree to review it carefully before signing and authorizing filing.
Our services do not include audit defense, examination representation, or ongoing tax advisory services unless separately agreed upon in writing. Should your return be selected for examination, we are available to assist you at an additional cost.
We will use professional judgment to resolve tax matters where the law is unclear or subject to interpretation and will apply positions we believe are reasonable and supported. You understand that tax authorities may assess penalties and interest for understatements of tax liability and that Elitist Business Solutions is not responsible for such penalties resulting from incomplete, inaccurate, or omitted information provided by you.
Our fees are based on the complexity of your return, time required, and applicable services. Payment is due upon presentation of invoice or as otherwise agreed. By signing, you acknowledge and accept the terms of this engagement.

Client SIgnature *

Clear

Date Signed *

Submit this Form ONLY if you are a Returning Client

Please complete the form below, ensuring that any information that has changed since your last filing with us is updated. After submitting the survey, kindly email any additional tax documents you receive.

First Name *

Last Name *

Occupation *

Last 4 Digits of SSN# *

Current Address (ONLY complete if address is different from last year)

Street Address line 2

City

State

Postal code

Current Email *

Current Phone Number *

Upload Unexpired Drivers License if current DL is not on file

Upload - Current Unexpired Driver's License

What is your filing status? *

By providing my phone number and email, I agree to receive text messages and emails from Elitist Business Solutions and affiliates. My information will be used solely for the purpose of preparing my tax returns and related services. It will not be used for any other purposes without my explicit consent.

Spouse Information
*** Provide spouse's FULL information IF NOT currently on file ***

Spouse Name *

Spouse Social Security Number

Occupation *

Spouse Photo of Driver's License

Choose File - Driver's License ID

Upload Spouse Social Security Card

Choose File - Social Security Card

Dependent Questionnaire

Do you have any children or dependents to file? *

Yes

No

Dependent 1 Information
*** Provide dependent's FULL information IF NOT currently on file ***

Dependent's First Name *

Dependent's Middle Name

Dependent's Last Name *

Dependent's Suffix

Dependent's DOB

Dependent's Social Security Number

Dependent's Gender

What is your relationship with the Dependent 1?

Upload Dependent 1 Social Security Card

Choose File - Dependent 1 Social Security Card

Upload Dependent 1 Birth Certificate

Choose File - Dependent 1 Birth Certificate

Do you want to enter another dependent?_ *

Yes

No, all dependents are entered

Dependent 2 Information
*** Provide dependent's FULL information IF NOT currently on file ***

First Name - Dependent 2 *

Middle Name - Dependent 2

Last Name - Dependent 2 *

Suffix Dependent2

DOB - Dependent 2

Social Security Number - Dependent 2

Gender - Dependent 2

What is your relationship with the dependent 2?

Upload Dependent 2 Social Security Card

Choose File - Dependent 2 Social Security Card

Upload Dependent 2 Birth Certificate

Choose File - Dependent 2 Birth Certificate

Do you want to enter another dependent? . *

Yes

No, all dependents are entered

Dependent 3 Information
*** Provide dependent's FULL information IF NOT currently on file ***

First Name - Dependent 3 *

Middle Name - Dependent 3

Last Name - Dependent 3 *

Suffix Dependent 3

DOB - Dependent 3

Social Security Number - Dependent 3

Gender - Dependent 3

What is your relationship with Dependent 3?

Upload Dependent 3 Social Security Card

Choose File - Dependent 3 Social Security Card

Upload Dependent 3 Birth Certificate

Choose File - Dependent 3 Birth Certificate

Dependent Daycare Questionnaire

Do you have Dependent Daycare Expenses? *

Yes

No

Dependent Daycare Expenses

Childcare Provider's Name *

Childcare Provider Tax ID# or Social Security Number *

Childcare Provider's Address *

Childcare Provider's City *

Childcare Provider's State *

Childcare Provider's Zip Code *

Childcare Provider's Phone Number *

Total Amount Paid to Childcare Provider *

If you have more than 1 dependent, please list amount paid to childcare provider for each dependent.

Upload Copies of your Income Tax Documents

*** Attach CLEAR images of ALL Income tax documents that can be used to assist us with the preparation of your tax return. To prevent an IRS tax documents do NOT Omit any document that you have knowledge of. ***

Upload Employment or Independent Contractor Tax Documents (W2's & 1099's)

Upload Tax Forms: W2, W2G, 1099NEC, 1099MISC, or 1099-K

*You can obtain these forms directly from the company you work for or with*

Did you file for unemployment in 2025? *

Yes

No

If yes, please attach a copy of your form 1099-G from unemployment income.

Upload Form 1099-G

* You can obtain a copy of this form by logging into your State Department of Labor online account and downloading your tax documents.*

Did you buy, sell, or trade any stocks or investments during the tax year? *

Yes

No

If you answered yes to the above question, please upload your Form 1099-B or consolidated 1099.

Upload Form 1099B or 1099 Consolidated

*This form can be obtained directly from your brokerage account (example: Fidelity, Cashapp, Acorns, Robinhood, etc.)*

Do you own a home or property in which you pay a mortgage for? *

If you answered yes to the above question, please upload your Mortgage Statement (Form 1098)

Upload Mortgage Tax Document

*This form can be obtained directly from your mortgage lender*

If you own a home or property and DO NOT have a mortgage please list the Address of the propety below, date of purchase and amount paid for your home.

*Your home may qualify for a depreciation credit*

Did you have a business or side gig in 2025? (e.g landscaper, painter, tutor). *

Yes

No

*Even if you didn't make a profit you may still qualify for expense deductions.*

Business or Side Gig Information
Please complete the form to the best of your knowledge

Name of Business (If no Business name type "Self") *

Business Address (If same as home address leave BLANK)

Do you have an EIN Number for this business? (NOT required) *

Yes

No

If you have an EIN number we require you to upload a copy of your EIN letter from the IRS.

Upload EIN Letter from the IRS

If you have lost your letter you can obtain a new copy from the IRS by calling (800) 829-4933

Business Income

All income received in 2025 from Business or Side Gig

How much income did your business or side gig earn BEFORE expenses or dedutctions? *

$

*If your business did not earn income type "0"*

Business Expenses

Please upload any docuements that reflect expenses you paid for your business or side gig (examples: Profit & Loss Statements, bank statements, paid invoices or Receipts)

Upload Multiple Files

*Not Required

Please list the amount of expenses you paid for your business or side hustle to the best of your ability.

***If you did not incur an expense in some of the categories or need help with this enter "0" in said category***

Total Advertising Expenses Paid *

Total Insurance (other than health) Paid *

Total Interest Fees Paid *

Total Legal & Professional Services Expenses Paid *

Total Office Expenses Paid *

Rent and Lease *

Repairs and Maintenance *

Supplies *

Taxes and Licenses *

Travel, Meals, and Entertainment *

Utilities *

Phone & Internet *

Contract Labor *

Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?

Call (470) 536-9197

Email: [email protected]

Site: www.elitistsolutions.com

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