We are so excited that you decided to join us again for this upcoming tax season. Luckily for you, we should have everything on file except new w2, or if there is anything that is new that could have happened since we last spoke.

You can follow the prompts and make your updated changes.

If your license is expired we will need an updated copy so you can upload that if needed.

Lets get started, speak with you soon!

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If not you can click here to go ahead and get it created. Click HERE!

  • Taniesha Maxwell-Simmons
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  • New address
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If you have received one & upload your expenses
spouse

If nothing has changed for spouse only filled out the required parts. If you recently got married please fill out all and upload identification.

If spouse has passed please input date
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If we do not have spouse on identification on file please upload
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Please provide SSN & Birth Certificate & child care expenses
If you have received one & upload your expenses
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If you recently became unemployed but earned income during the tax year please still upload your w2, 1099 or any income docs

General Expenses

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1095A and/or Marketplace documentation
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$
This is the total of all monies received (sales) from your business activities. This does not include any money received from business loans, investors (including you, the owner), or the sale of fixed assets (like old equipment It does include 1099-MISC income. NOTE: Do not count sales tax you collected and paid to the state as income or expense
$
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$
This is includes: 1. Purchases of inventory 2. Purchases of materials, parts, ingredients, or other supplies directly used in producing or procuring your product; and 3. Packaging or shipping expenses, when not paid by customers or accounted for elsewhere. The value of any year-end inventory will be subtracted from the costs you paid out over the year; if you had inventory left at year end, list that amount.
 
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model/make/year
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Example 2000sqft
Please note the max that can be used is 300sqft
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If you have business assets already partially depreciated, you must proivde a depreciation schedule from your prior year tax return. Explain your descripition and how its related to your business

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  • Paper Check (pick up from office)
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If you choose to have a check printed and you are not local, We will confirm all your mailing information before your check is mailed out. If you are not local and will need to be mailed out there will be a fee of $10.00 to receive in 2 days. 

 

You will still need to provide you bank info no matter which option as it is an agreement for payment if your refund is taken.

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We will confirm all your mailing information before your return is finalized. 

I acknowledge that all information provided to Roberts Elite Business Consulting 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 Roberts Elite Business Consulting  and the preparer of any error due to incorrect information provided by me.  By signing below, I authorize Roberts Elite Business Consulting 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 Roberts Elite Business Consulting 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 that once I have a confirm date of my tax return and it is taken to handle a prvious debt, I/we understand that our account will be ach debited within 3 business days from date it was taken. I do understand that I can reach out with one business day to setup a payment arrangement. If I/we fail to reach out the ach debit will stay in place.

I understand Roberts Elite Business Consulting will take legal action to collect the unpaid tax preparation fees.

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  • You agree that you are giving consent for payment if your fees are intercepted within 90 days from the date it was scheduled to arrive or a payment arrangement is made

  • By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

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