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2024 Tax Intake Form

New Clients

Thank You For Choosing Elite Edge Financial Services , LLC, As Your Tax Partner!

 

Please Fill Out The Form To The Best Of Your Ability. We will reach out via email or phone with updates through out the process. You will have an opportunity to review and sign your return before it is transmitted to the IRS. If you have questions, please utilize the contact information below.

 

We look forward to providing you excellent service this year!

Start Your Filing Now

Tax Year
Taxpayer Date Of Birth
Month
Day
Year
What's Your Normal Filing Status
Is This A New Address With The IRS?
No
Yes
Can Another Taxpayer Claim You as a Dependent on Their Tax Return?
No
Yes
Will You Be Filing A Spouse On This Return?
No
Yes
Are You Filing Any Dependents On This Return?
No
Yes
Did You Receive Any Government Assistance or Benefits?
Option 1
Option 2

Food Stamps, Section 8/Housing, TANF, SSI, Etc.

Did You Pay ny Childcare Expenses For Any Dependents You Are Claiming?
No
Yes
Did You, Your Spouse, Or Any Dependents Attend College in 2024?
No
Yes
Did You Receive Health Insurance Through the Marketplace?
No
Yes
If You Own Your Home, Have You Received Your 1098 From Your Mortgage Company?
No
Yes
Do You Owe Any Debt to a Government Agency; Such as the IRS, Student Loans, Child Support, ETC,?
No
Yes
Do You Have an IRS IP Pin?
No
Yes
Are You Self-Employed? Or Do You Have a Side-Hustle?
No
Yes
Do You Want to Apply For a Cash Advance Loan?
No
Yes

All Cash Advance Loans Are Subject to Bank Approval

How Would You Like To Receive Your Refund?

I acknowledge that all information provided to Elite Edge Financial Services LLC 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; possible imprisonment.

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