Dear ELITE Client,
We would like to thank you for taking the time to complete our client intake form. Your trust in me as your Tax Professional with Roberts Elite Business Consulting is greatly appreciated, and we are committed to providing you with the highest level of service and expertise.
We would like to emphasize the importance of IRS compliance. Ensuring that your files are accurate and complete is vital to your financial well-being. To guarantee that we can provide you with the most accurate and beneficial guidance during your tax consultation, we may request additional documents or information from you. Rest assured that this is done with your best interests in mind and is aimed at optimizing your tax preparation process.
If you require a checklist of documents needed before we begin working on your tax preparation, please click on the following link: Document Checklist. This will help you prepare the necessary documentation, making the process smoother and more efficient. You will be able to save your progress if need be.
PS. If you have not created your IRS Id Me account you can get started by clicking HERE!
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