TAX PREP CLIENT INTAKE FORM

TAXPAYER INFORMATION:

Full Name *

Date of birth

Phone *

Email *

Address

Street Address

City

State

Country

Postal code

Occupation *

Are you a full-time student?

Yes

No

Are you totally and permanently disabled?

Yes

No

Are you legally blind?

Yes

No

SPOUSAL INFORMATION

Spouse Full Name *

Spouse Date Of Birth *

Phone Number *

Email Address *

Address *

Street Address
City
State/Province
Postal/Zip Code

Spouse Occupation

Are they a full-time student?

Yes

No

Are they totally and permanently disabled?

Yes

No

Are they legally blind?

Yes

No

Are they your dependent?

Yes

No

DEPENDANTS:

Enter your dependents here

Name
Name
Name
Name
Name

TAX RELATED QUESTIONS:

Employment Status

Are you contributing to 401k or other pre-tax account?

Yes

No

Is this your first time opening a pre-tax account?

Yes

No

Are you currently renting?

Yes

No

What is the monthly rental amount?

GENERAL EXPENSES:

Enter the following expenses total amount

Medical Expenses
Dental Expenses
Insurance Premiums paid
Long Term Care Premiums
Prescription Drugs and Medications
Home Mortgage
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

Total Expenses

ACKNOWLEDGMENT & SIGNATURE

I confirmed that all information I entered here is accurate and true.
I allow Elevate Financial & Co to capture my sensitive data like personal id, government id, social security number (SSN), and other information.
I have read the terms and conditions and privacy policy of ABC Financial.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Date Signed

Taxpayer Signature

Clear

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

About Elevate Financial & Co

At Elevate Financial & Co., we’re dedicated to helping you achieve your financial goals through personalized, expert guidance. Our team brings over 10 years of experience delivering exceptional customer service while leveraging a range of strategic solutions, including credit consulting, tax strategies, and business establishment, to optimize your financial position.

Book an appointment today and we’ll answer your questions, assess your unique needs, and provide the best solution to support your financial growth with confidence and clarity.

Improve your financial situation with professional tax planning & support

★ ★ ★ ★ ★

I usually dread tax season, but Elevate Financial made the whole process smooth and easy. They answered all my questions without making me feel rushed or confused. I felt supported from start to finish and confident everything was handled correctly.

Amanda T.

“Finally Felt Taken Care Of”

★ ★ ★ ★ ★

I was behind and disorganized with my business taxes, and Elevate Financial helped me get everything back on track. They knew exactly what to ask for, explained deductions clearly, and made the process way less overwhelming. I now know what to do moving forward.

Brian K., Consultant

“Huge Help for My Business Taxes”

★ ★ ★ ★ ★

I didn’t really understand credit before working with Elevate Financial. They explained what was hurting my score, what to focus on first, and gave me clear next steps. Seeing progress gave me so much motivation, and I feel way more confident about my finances now.

Nicole S.

“Credit Finally Makes Sense”

About Elevate Financial & Co

Improve your financial situation with professional tax planning & support

Helping You Navigate Taxes, Credit,

and Business with Confidence.

Elevate Financial & CO is an independent business and is not affiliated with, endorsed by, or sponsored by Facebook, Meta, or any related entities.