Tax Preparer's Name *

Client’s Full Legal Name *

Client’s Social Security Number *

Client’s Date of Birth *

Spouse’s Full Legal Name

Spouse’s Social Security Number:

Spouse’s Date of Birth

Current Phone number *

Spouse’s mobile Number

Client's email address *

Spouse’s Email Address

Current Occupation *

Your Spouse’s Current Occupation

Drivers license number

Driver's Licennse issue date

Driver's License expiration date

Identity Theft *

Yes

If yes, enter the six digit identity protection PIN number.

Has the spouse been a victim of identity theft and been given an identity theft protection PIN by the IRS? *

Yes

If yes, enter the six digit identity protection PIN number.

Were you, your spouse, or any of your dependents Enrolled at least part time in an accredited College, Trade School or University in 2023? *

Yes

If Yes, Provide name of accredited College, Trade School or University?

How many years of school have been completed prior to December 31, 2023? *

Were you, your spouse, or any of your dependents who were enrolled at least part time in an accredited College, Trade School or University issued a 1098T or 1098E form? *

Yes

What county did you live and work in as of December 31, 2023? *

What school district did you live in as of December 31, 2023? *

Did you file your 2022 Tax Return ? *

Yes

Did you receive your expected refund ? *

Yes

Have you ever had earned income credit disallowed by the IRS? *

Yes

Was your tax return completely offset last year? *

Yes

DEPENDENT INFORMATION

Are you claiming any dependents that you provided more than half the support for? *

Yes

If YES, fill out their information below

Dependent #1 - Full Legal Name:
Dependent #1 - Relationship to Taxpayer:
Dependent #1 - Social Security Number:
Dependent #1 - Date of Birth:
Dependent #1 - Full Legal Name(s) of Biological Parent(s):
Dependent #1 - How long did the dependent live in your home during the tax year?

Dependent #2

Dependent #2 - Full Legal Name:
Dependent #2 - Relationship to Taxpayer:
Dependent #2 - Social Security Number:
Dependent #2 - Date of Birth:
Dependent #2 - Full Legal Name(s) of Biological Parent(s):
Dependent #2 -How long did the dependent live in your home during the tax year?

Dependent #3

Dependent #3 - Full Legal Name:
Dependent #3 - Relationship to Taxpayer:
Dependent #3 - Social Security Number:
Dependent #3 - Date of Birth:
Dependent #3 - Full Legal Name(s) of Biological Parent(s):
Dependent #3 - How long did the dependent live in your home during the tax year?

Dependent #4

Dependent #4 - Full Name:
Dependent #4 - Relationship to Taxpayer:
Dependent #4 - Social Security Number:
Dependent #4 - Date Of Birth
Dependent #4 - Full Legal Name(s) of Biological Parent(s):
Dependent #4 - How long did the dependent live in your home during the tax year?

Do you have joint custody of the above listed dependent(s)?

Yes

Do you have a signed IRS Form 8332?

Yes

Per IRS new guidelines, please indicate where the dependent’s Non-Custodial parent/parents are and why they will not be filing this dependent?

Will you claim child care deduction for this tax year? *

Yes

If YES, state full legal name, social security (tax ID), address and amount per child paid

Do you receive ANY supplemental, nontaxable income such as child support, Food stamps, Medicaid/ Medicare, TANF, social security, or disability if so, how much? (Please list each type that applies along with the amount) *

Have you traded, engaged in any stocks or any crypto currency (for example: Coinbase, Robinhood, Cashapp, etc? *

Yes

REAL ESTATE AND VEHICLE

Are you a homeowner? *

Yes

Did you purchase your first home in 2023? *

Yes

If YES, enter amount

Did you pay real estate taxes in 2023? *

Yes

If YES, enter real estate taxes amount

Did you pay Property Taxes for your home in 2023? *

Yes

If YES, enter property taxes amount

Did you pay Mortgage Interest for your home in 2023? *

Yes

If YES, enter mortgage interest amount

Did you make any energy improvements to your main home in 2023? *

Yes

If YES, enter energy improvements amount

Did you pay upkeep and repair expenses for your home in 2023? *

Yes

If YES, enter upkeep and repair expenses amount

Did you pay for Property Insurance for your home in 2023? *

Yes

If YES, enter property insurance amount

Did you rent? *

Yes

If YES, how many months and the AMOUNT paid in 2023

Did you pay renters insurance? *

Yes

If YES, enter total amount paid in 2023

Did you purchase a new vehicle after February 16, 2023? *

Yes

If YES, enter amount paid for vehicle

Amount paid if any personal property taxes:

Amount paid for any significant medical/dental expenses

Amount if any cash- noncash contributions to charity in 2023

Amount if any rental income property in 2023

Are you, your spouse, or any dependent listed on your tax return disabled? *

Yes

What is the nature of the disability?

Has this dependent been declared disabled by a physician?

Yes

If YES, can you provide documentation?

Are you or your spouse listed as the Social Security Representative Payee for this dependent?

Yes

Is this the dependent(s) expected to recover in the next year?

Yes

Will you claim the dependent care deduction for the disabled dependent?

Yes

If so, full legal name, social security (tax ID), address and amount per disabled dependent paid:

Did you pay out of pocket for any uncovered Medical Expenses for the disabled dependent, if so, enter the amount for the year?

Do you need life insurance?

Yes

Are you looking to be a homeowner within the next 2yrs?

Yes

Are you interested in credit repair?

Yes

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.