Client Status:

Are you a New or Returning Client?

New

Returning

Choose Tax Preparer's Name:

Where you Referred by Someone? *

Yes

If YES, please list Referrer's Name

Has any of your Information Changed Since your Last Filing?

Yes

For Which Tax Year are you Submitting Documents?

Do not attach documents that are not for the tax year you have selected. If you need more than one year filed, please create a separate submission for each year.

UPLOAD TAX DOCUMENT HERE: 2023 Tax Returns

Drag and Drop Files Here

Please upload your most recent Tax Return ABOVE( preferably the MOST RECENT 2023 tax return)

UPLOAD TAX DOCUMENT HERE: 2022 Tax Returns

Drag and Drop Files Here

Please upload your most recent Tax Return ABOVE( preferably the MOST RECENT 2022 tax return)

SOCIAL SECURITY NUMBER:

Please Upload a Copy of your Driver's License /ID

Drag and drop Files Here

First Name *

Middle Name

Last Name

Suffix

Date of birth

Drivers License number

Driver's License issue date

Driver's License expiration date

State issued

Taxpayer's Occupation

Please check All that apply:

Taxpayer can be claimed as a dependent on someone else's return.

Taxpayer was over age 18 and a full-time student at an eligible educational institution.

Taxpayer is blind

Taxpayer is Deceased

Taxpayer wishes to contribute $3 to the Presidential Election Campaign Fund.

Taxpayer or Spouse served in a combat zone during the current tax year.

Taxpayer has received, sold, sent, exchanged, or otherwise acquired financial interest in virtual currency during the current tax year (cryptocurrency).

Taxpayer was affected by a natural disaster during the current tax year.

N/A

Address

Street Address

City

State

Country

Postal code

As of December 31st, were you a US citizen or resident alien?

US Citizen

Resident Alien

Did you live in the United States the entire year?

Yes

What state were you a residence of as of December 31st of the tax year?

Daytime Phone Number

Secondary Phone Number

Email Address

Spouse's Demographic Information

Email Address

Date of Birth

Phone Number

Occupation

Social Security Number

Please upload a copy of your spouse's driver's license/ID

Drag and Drop Files Here

Do you receive any form of government assistance?

Yes

If YES, please choose the Forms of assistance received

Monthly Award Amount

Please upload government assistance award letters (if available):

Drag and Drop Files Here

DIRECT DEPOSIT

Name of Bank: *

Account Number: *

Routing Number: *

Are you claiming dependents on your tax return?

Yes

Dependent Claims and Rules: Is there anyone else living in your household that helps provide support for your dependents?

Yes

Dependent Claims and Rules: Are these the same dependents claimed on your prior year return with no changes (No additional dependents, removal of dependents, or change of dependents?

Yes

Earned Income Credit

I have read the tiebreaker rules. TIEBREAKER RULES: To determine which person can treat the child as a qualifying child, the following tiebreaker rules apply: If only one of the persons is the child’s parent, the child is treated as the qualifying child of the parent. If the parents do not file a joint return together but both parents claim the child as a qualifying child, the IRS will treat the child as the qualifying child of the parent with whom the child lived with for the longer period of time during the year. If the child lived with each parent for the same amount of time, the IRS will treat the child as the qualifying child of the parent who had the higher adjusted gross income (AGI) for the year. If no parent can claim the child as a qualifying child, the child is treated as the qualifying child of the person who had the highest AGI for the year. If a parent can claim the child as a qualifying child but no parent does claim the child, the child is treated as the qualifying child of the person who had the highest AGI for the year, but only if that person’s AGI is higher than the highest AGI of any of the child’s parents who can claim the child.

Dependent 1

Dependent 1- Date of Birth

Dependent 1 - Social Security Number

Is this dependent a U.S. citizen, U.S. national, or U.S. resident alien?

Yes

Relationship To Taxpayer

Number of Months Dependent Lived in the Household

Are both biological parents of this dependent listed on this return?

Yes

Why is this dependent not being claimed by their other parent?

Why is this dependent not being claimed by their biological parent(s)?

Does the dependent's parent(s) provide any financial support or assistance?

Yes

What assistance does the parent(s) provide?

Please select any that apply to this dependent:

This person was over age 18 and a full-time student at an eligible educational institution

The person was disabled

This dependent made over $4,300 in taxable income

This dependent is 13 years or younger, and child care expenses were incurred so the taxpayer could work or look for work. Taxpayer can supply child care provider's statement with their EIN/SSN to substantiate this claim

This dependent is listed on the taxpayer's health insurance policy

N/A

Are you listed as the guardian for this dependent(s) on school records, medical records, daycare records, or place of worship?

Yes

Does this dependent receive social security disability benefits?

Yes

How much do they receive monthly?

Are you listed as the Social Security Representative payee for this dependent?

Yes

What is the nature of the dependent's disability?

Has the dependent been declared disabled by a physician?

Yes

Upload Social Security Card, Birth Certificate, Proof of Guardianship, etc. for this dependent (If available)

Drag and Drop files Here

Upload Social Security Award Letter/1099-SSA

Drag and Drop Files Here

Please upload your tax documents here (W2,1099,BUSINESS STATEMENTS ETC)

Has this dependent, or someone claiming the dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?

Yes

Was the student convicted, before the end of 2022, of a felony for possession or distribution of a controlled substance?

Yes

Please upload educational expense documents (i.e. 1098-T, school expense receipts, etc.)

Drag and Drop Files Here

Dependent 1: Did you pay an individual or a business for child/dependent care?

Yes

Child/Dependent Care Provider's Name

Street Address

Apt./Suite No.

City Address

State

Zip Code

Social Security #

EIN

Amount of Childcare/Dependent Care Expenses

If available, please upload childcare/dependent care receipts

Drag and Drop Files Here

Do you have another dependent to claim?

Yes

Dependent #2 Info:

Dependent #2- Date of Birth

Dependent #2- Social Security Number

Dependent #2- Is this dependent a U.S. citizen, U.S. national, or U.S. resident alien?

Yes

Dependent #2- Relationship to Taxpayer

Dependent #2- Number of Months Dependent Lived in the Household

Dependent #2- Are both biological parents of this dependent listed on this return?

Yes

Dependent #2- Why is this dependent not being claimed by their other parent?

Dependent #2- Why is this dependent not being claimed by their biological parent(s)?

Dependent #2- Does the dependent's parent(s) provide any financial support or assistance?

Yes

Dependent #2- What assistance does the parent(s) provide?

Dependent #2- Please select any that apply to this dependent:

This person was over age 18 and a full-time student at an eligible educational institution

The person was disabled

This dependent made over $4,300 in taxable income

This dependent is listed on the taxpayer's health insurance policy

N/A

Dependent #2- Does this dependent receive social security/disability benefits?

Yes

Dependent #2- How much do they receive monthly?

Dependent #2- Are you listed as the Social Security Representative payee for this dependent?

Yes

Dependent #2- What is the nature of the dependent's disability?

Dependent #2- Has the dependent been declared disabled by a physician?

Yes

Dependent #2- Upload Social Security Card, Birth Certificate, Proof of Guardianship, etc. for this dependent (If available)

Drag and Drop Files Here

Dependent #2- Upload Social Security Award Letter/1099-SSA

Drag and Drop Files Here

Dependent #2- Has this dependent, or someone claiming the dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?

Yes

Dependent #2- Was the student convicted, before the end of 2022, of a felony for possession or distribution of a controlled substance?

Yes

Dependent #2- Please upload educational expense documents (i.e. 1098-T, school expense receipts, etc.)

Drag and Drop Files Here

Dependent #2- Is this child/dependent care provider the same as Dependent #1?

Yes

Dependent #2- Did you pay an individual or a business for child/dependent care?

Yes

Dependent #2- Child/Dependent Care Provider's Name

Dependent #2 - Address

Dependent #2- Apt./ Suite Number

Dependent #2 - City

Dependent #2- State

Dependent #2 - Zip Code

Dependent #2 - Social Security Number

Dependent #2 - EIN

Dependent #2 - Amount of Childcare/Dependent Care Expenses

Dependent #2 - If available, please upload childcare/dependent care receipts

Drag and Drop Files Here

Dependent #2 - Do you have another dependent to claim?

Yes

Dependent #3 Info

Dependent #3 - Date of Birth

Dependent #3 - Social Security Number

Dependent #3- Is this dependent a U.S. citizen, U.S. national, or U.S. resident alien?

Yes

Dependent #3 - Relationship to Taxpayer

Dependent #3- Number of Months Dependent Lived in the Household

Dependent #3- Are both biological parents of this dependent listed on this return?

Yes

Dependent #3- Why is this dependent not being claimed by their other parent?

Dependent #3- Why is this dependent not being claimed by their biological parent(s)?

Dependent #3- Does the dependent's parent(s) provide any financial support or assistance?

Yes

Dependent #3- What assistance does the parent(s) provide?

Dependent #3 - Please select any that apply to this dependent:

This person was over age 18 and a full-time student at an eligible educational institution

The person was disabled

This dependent made over $4,300 in taxable income

This dependent is listed on the taxpayer's health insurance policy

N/A

Dependent #3- Are you listed as the guardian for this dependent(s) on school records, medical records, daycare records, or place of worship?

Yes

Dependent #3- Does this dependent receive social security/disability benefits?

Yes

Dependent #3- How much do they receive monthly?

Dependent #3- Are you listed as the Social Security Representative payee for this dependent?

Yes

Dependent #3- What is the nature of the dependent's disability?

Dependent #3- Has the dependent been declared disabled by a physician?

Yes

Dependent #3- Upload Social Security Card, Birth Certificate, Proof of Guardianship, etc. for this dependent (If available)

Drag and Drop Files Here

Dependent #3- Upload Social Security Award Letter/1099-SSA

Drag and Drop Files Here

Dependent #3 - Has this dependent, or someone claiming the dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?

Yes

Dependent #3- Was the student convicted, before the end of 2022, of a felony for possession or distribution of a controlled substance?

Yes

Dependent #3- Please upload educational expense documents (i.e. 1098-T, school expense receipts, etc.)

Drag and Drop Files Here

Dependent #3- Is this child/dependent care provider the same as any previously listed?

Yes

Dependent #3- For which dependent?

Dependent #1

Dependent #2

Dependent No 3: Did you pay an individual or a business for child/dependent care?

Yes

Dependent #3- Child/Dependent Care Provider's Name

Dependent #3: Address

Social Security Number

EIN

Amount of Childcare/Dependent Care Expenses

If available, please upload childcare/dependent care receipts

Drag and Drop Files Here

Do you have another dependent to claim?

Yes

Dependent #4 Info

Date of Birth

Social Security Number

Dependent #4: Is this dependent a U.S. citizen, U.S. national, or U.S. resident alien?

Yes

Relationship to Taxpayer

Number of Months Dependent Lived in the Household

Are both biological parents of this dependent listed on this return?

Yes

Why is this dependent not being claimed by their other parent?

Why is this dependent not being claimed by their biological parent(s)?

Does the dependent's parent(s) provide any financial support or assistance?

Yes

What assistance does the parent(s) provide?

Please select any that apply to this dependent:

This person was over age 18 and a full-time student at an eligible educational institution

The person was disabled

This dependent made over $4,300 in taxable income

This dependent is listed on the taxpayer's health insurance policy

N/A

Dependent #4: Are you listed as the guardian for this dependent(s) on school records, medical records, daycare records, or place of worship?

Yes

Dependent #4: Does this dependent receive social security/disability benefits?

Yes

How much do they receive monthly?

Are you listed as the Social Security Representative payee for this dependent?

Yes

What is the nature of the dependent's disability?

Has the dependent been declared disabled by a physician?

Yes

Upload Social Security Card, Birth Certificate, Proof of Guardianship, etc. for this dependent (If available)

Drag and Drop Files Here

Upload Social Security Award Letter/1099-SSA

Drag and Drop Files Here

Has this dependent, or someone claiming the dependent, received the Hope Scholarship Credit or American Opportunity Credit on 4 prior tax returns?

Yes

Was the student convicted, before the end of 2022, of a felony for possession or distribution of a controlled substance?

Yes

Please upload educational expense documents (i.e. 1098-T, school expense receipts, etc.)

Drag and Drop Files Here

Is this child/dependent care provider the same as Dependent #1, Dependent #2, or Dependent#3?

Yes

For which dependent?

Dependent #1

Dependent #2

Dependent #3

Dependent No 4: Did you pay an individual or a business for child/dependent care?

Yes

Child/Dependent Care Provider's Name

Address

Social Security Number

EIN

Dependent #4: Amount of Childcare/Dependent Care Expenses

If available, please upload childcare/dependent care receipts

Drag and Drop Files Here

ADDITIONAL HOUSEHOLD INFO: Are there other people living in the home that are not reported on the tax return?

Yes

What are their names and how much do they earn?

Is/Are these people listed above related to your dependents?

Yes

What is their relationship to the dependents?

Why is the above named relative is not claiming the dependents on their tax return?

Identity Protection

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

Yes

Please upload copy of each PIN document

Drag and Drop Files Here

Self-Employment/Business Income

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

Yes

Do you need assistance with business start-up?

Yes

BUSINESS OWNER WORKSHEET: Business Name (ONLY if you operate under a business name i.e. DBA, LLC, etc.)

Does your business have an EIN?

Yes

EIN

Would you like assistance applying for an EIN?

Yes

Business Structure

Business Type/Description

Is your business home-based?

Yes

How many square feet of your home is dedicated to your business?

Business Address

If available, Please upload business registration documents (EIN Letter, DBA Assumed Name Certificate, Articles of Incorporation, Business License, etc.)

Drag and Drop Files Here

How do you keep track of your business income and expenses?

Bookkeeping Software

Excel

Paper Receipts

Bank Account Statements Showing Payments Made to Vendors/Stores

Records from CPA/Bookkeeper Showing Accounts Payable/Schedule of Liabilities

I don't keep track of Income and Expenses

Other

BUSINESS INCOME INFORMATION: Amount of Gross Receipts/Sales for Business

Do you have inventory at the beginning of the year that you sell throughout the year?

Yes

Value of inventory at the beginning of the year

Value of inventory at the end of the year

If available, upload income documents (Paid Invoices, Bank Statements, Copies of Checks, etc.)

Drag and Drop Files Here

Did you make payments to independent contractors that require you to issue a 1099?

Yes

Have you already filed the required 1099 forms?

Yes

Do you need help filing the required 1099 forms for this business?

Yes

Please list expenses related to your business (if you have a home-based business, these figures will be in relation to your home expenses) Please Enter Amount.

Advertising
Contract Labor
Commission and Fees
Insurance (other than health)
Mortgage Interest
Other Interest
Legal and Professional Services
Office Expense
Rent or Lease of Equipment
Rent or Lease of Property
Repairs and Maintenance
Supplies
Taxes and Licenses
Travel
Utilities

Do you use a vehicle to conduct business functions?

Yes

Do you have evidence to support business mileage?

Yes

Is this evidence written?

Yes

Please list vehicle details below: Please Enter Details

Year of Vehicle
Make
Model
Mileage Used for Business Purposes

What documents do you have to substantiate your business?

Business Cards/Logo

Website and/or Social Media Presence

Business Lease/Utility/Insurance Statements

Other

If available, please upload any expense documents (i.e. receipts, invoices you've paid, 1099s issued for contract work, paid check items, mileage reports, etc.)

Drag and Drop Files Here

Do you need assistance applying for business loans and/or grants?

Yes

Do you have an additional business to report?

Yes

Additional Tax Credit/Deduction Info

Do you plan to purchase a home within the next 12 months?

Yes

Are you interested in credit repair?

Yes

Let’s Work on Your Credit Together – Book a Free Consultation!

Are you Interested in Life Insurance?

Yes

Discover Affordable Life Insurance Options – Book a Free Consultation!

Do you need assistance with career development (i.e. resume/cover letters, job applications, etc.)?

Yes

Did you, your spouse, or a dependent purchase health insurance via HealthCare.gov or a State Marketplace?

Yes

Please upload 1095-A form

Drag and Drop Files Here

Please select ALL that apply:

Taxpayer/spouse paid charity/tithes/or contributed donations to community organizations and/or religious institutions

Taxpayer/spouse made interest payments on student loans (1098-E)

Taxpayer/spouse had out-of-pocket medical/dental expenses

Taxpayer/spouse had energy/solar power expenses

Taxpayer/spouse sold and/or purchased at home

Taxpayer/spouse legally adopted a child

Taxpayer/spouse is in military and incurred moving expenses as a result of being relocated

N/A

Please upload any documents to substantiate any deductions selected above

Drag and Drop Files Here

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

Yes

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

Clear

Please Sign Above

Please Upload a Screenshot from your IRS ACCOUNT showing your ACCOUNT BALANCE *

Drag and Drop Files Here

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. Not all questions will apply to all taxpayers. If a question does not apply to you, please select the N/A (not applicable) option. This will ensure you reviewed the question.

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

Drag and Drop Files Here

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

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

Yes

What tax year was it disallowed?

For how many years was it disallowed?

Would you like to apply for a refund advance loan?

Yes

How much would you like to apply for?

$1000 or less

$1000 +

Sign below to indicate your Consent to Use of Tax Return Information

Clear

Sign below to indicate your Consent To File Tax Return Electronically

Clear

With reference to the ENGAGEMENT RULES set up by Elite Royalty Consulting. You are confirming that you have read, understood, and accept your obligations and responsibilities; and that you understand our responsibilities in preparing your tax returns as explained above.

Signature

Clear