2025 TAX YEAR CLIENT INTAKE APPLICATION

CONSENT TO USE OF TAX INFORMATION

For the purposes of this consent form, “we,” “us,” and “our” mean. Federal law requires this consent form to be provided to you.

Unless authorized by law, we cannot use your tax return information for purposes other than the preparation and filing of your tax return without your consent. You are not required to complete this form to engage in our tax return preparation services. If we obtain your signature on this form by conditioning our tax preparation services on your consent, your consent will not be valid. Your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature. If you do not consent, you may still have your tax return prepared and electronically filed by us for a fee. For your convenience, we have entered into an arrangement with third parties to provide qualifying taxpayers with the opportunity to apply for an Electronic Refund Disbursement Service and/or Loan product. To determine whether these products may be available to you, we will need to use your tax return information in order to calculate the amount of your anticipated refund. If you would like us to use your tax return information to determine whether these products may be available to you while we are preparing your return, please sign and date this consent to the use of your tax return information.

By signing below, you authorize us to use the information you provide to us during the preparation of your 2025 tax return to determine whether to present you with the opportunity to apply for these products and services. If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at [email protected].

CONSENT TO DISCLOSE

For the purposes of this consent form, “we,” “us,” and “our” mean TJM Tax Solutions contractors, and affiliates.

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return without your consent. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form to engage in our tax preparation services. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time that you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

You have indicated that you are interested in receiving an Electronic Disbursement Service and/or Loan (or collectively, “Products or Services”) from Refund Advantage, a division of MetaBank, National Association. In order to provide you with the opportunity to apply for one of these Products or Services, we must disclose all of your 2025 tax return information necessary for evaluating the request to Refund Advantage. If you request a more limited disclosure of tax return information, you will not be eligible to submit an application request for these Products or

Services. If you would like us to disclose your 2025 tax return information for this purpose, please sign and date your consent to the disclosure of your tax return information.

By signing below, you authorize us to disclose to Refund Advantage all of your 2025 tax return information necessary for the evaluation and processing of your request for a Product or Service. You understand that if you are unwilling to authorize the disclosure and sharing of your tax return information with Refund Advantage, you will not be able to obtain a Product or Service, but you may still choose to have your tax return prepared and filed by us for a fee.

Please select an option below *

I confirm I have read and agree to the consent to disclose

Select an an option below *

I have read and agree to the consent to use

Date of sign *

Signature *

Clear

Choose your Tax Preparer *

How did you hear about us?

PLEASE ANSWER ALL QUESTIONS TRUTHFULLY AND TO THE BEST OF YOUR ABILITY; IF YOU NEED ASSISTANCE, CALL (470)660-3535 OR CONTACT YOUR TAX PREPARER DIRECTLY FOR IMMEDIATE ASSISTANCE!

Once you complete and submit your application, please allow us up to 24 to 72 hours for virtual tax processing (most times sooner). You will be notified via text/email on the status of your application.

To speed up your process, New Clients, please upload all documents to ensure a fast turn around! Upload any documents needed. You may be required to send us additional documents if needed!

Previous year clients some of your documents may be onfile, if you have submitted ALL Documents required. IF YOU'RE UNSURE PLEASE SUBMIT ALL DOCS.

You can always schedule an appointment with your Tax Pro to have your return completed by phone typically on the same day! (Please allow 1 hour to 1 hour and a half, and be in a quiet environment with no distractions!)

PLEASE UPLOAD ALL DOCUMENTS ON THIS SECURE SITE.

PLEASE SUBMIT THE ALL DOCUMENTS THAT APPLIES TO YOU. YOUR RETURN CAN'T BE COMPLETED UNTIL ALL DOCUMENTS ARE RECEIVED! PLEASE VIEW THE DOCUMENT CHECKLIST BY CLICKING THE LINK BELOW. IF YOU ARE NOT SURE WHAT DOCS YOU NEED OR NEED HELP OBTAINING DOCS CALL THE OFFICE @ 470-660-3535 (SOME DOCS CAN BE SUBSTITUTED)*

DOCUMENTCHECKLIST- https://docs.google.com/document/d/1S5e0HHbvKSOeKI_ixjmN-IR74zMYYdzXt_JD0vFCE6s/edit?usp=sharing

Client Status *

New Client

Existing Client

What tax year are you filing? Check all that apply. You can e-file the past 3 years. *

To ensure you don't have any outstanding debt with the IRS. Please provide us your IRS account login. If you don't provide login and your refund is intercepted or Offset, you'll be responsible for any preparation fee ASAP! If you need to create an account you can create one by visiting IRS.GOV.

IRS.GOV USERNAME

IRS.GOV PASSWORD

Personal Information

First Name *

Last Name *

Date of birth *

Phone *

Address

Street Address

City

State

Country

Postal code

Email *

Social Security Number *

Client's Occupation *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to (470) 660-3535 for assistance. You can reply STOP to unsubscribe at any time.

Spouse Information

Spouse's Full Name

Spouse's Social Security Number

Spouse's Date Of Birth

Spouse's Phone Number

Spouse's Email

Spouse's Occupation

Spouse ID Back

Spouse Social Security Card

Spouse ID Front

FILING STATUS

PLEASE SELECT YOUR FILING STATUS FOR 2025 *

If Head of Household please upload lease agreement, or mortgage statement.

If head of household please upload lease agreement, or mortgage statement.

Upload Front Of Photo ID (Required) *

Upload Front Of Photo ID (Required)

Upload Back Of ID (Required) *

Upload Back Of ID (Required)

Upload Taxpayer's Social Security Card

Upload Social Security Card

Additional Information

Are you a homeowner? *

Are you filing an eligible spouse on your tax return? *

Are you self-employed

If you have an EIN number enter it below

If self-employed, would you like to apply for an EIN/LLC and register your business with the state for up to $250? Payment can be deducted from your tax refund. *

If single and age 24 & under, can someone claim you as a dependent? *

In order to qualify for AOTC you or dependent must have been enrolled in an accredited school and must submit form 1098-T. If you do not have the form please contact the school and request a copy.

Are you a college student or are you claiming a college student? *

If a student or claiming a student, do you have a 1098-T from the school the student attended in 2025? *

UPLOAD FORM 1098-T

( New Clients) Did you file taxes last year? If yes, do you have a copy of your previous year tax return? *

Did you receive a full refund? *

UPLOAD A COPY OF YOUR PRIOR YEAR TAX RETURN IF YOU'RE A NEW CLIENT

Have you or anyone on the tax return ever been issued an IP PIN form the IRS? *

If yes, Please enter persons name and IP PIN

The IRS issues new IP PINS each year, once issued an IP PIN you will receive a new one the beginning of each year. You can not file your taxes without it. If you haven't received your new pin you can obtain it from the IRS website here https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

DEPENDENT'S INFORMATION

PLEASE LIST ALL DEPENDENTS NAME, SSN, DATE OF BIRTH, RELATIONSHIP TO YOU)

IF NEW CLIENT, PLEASE UPLOAD SSC & BIRTH CERTIFICATES FOR ALL DEPENDENTS, REFER TO THE DOCMENT CHECKLIST TO SEE A LIST OF ACCEPTABLE DOCUMENTS.

DOCUMENT CHECKLIST- https://docs.google.com/document/d/1S5e0HHbvKSOeKI_ixjmN-IR74zMYYdzXt_JD0vFCE6s/edit?usp=sharing

DID YOU HAVE CHILD CARE EXPENSES? *

If child went to a daycare facility, upload a copy of form 2441

Are you claiming a totally disabled dependent? *

Income

What type of income did you receive this tax year(select all that apply). *

UPLOAD ALL INCOME DOCUMENTS *

UPLOAD ALL INCOME DOCUMENTS

Did you receive unemployment payments this tax year? If so, do you have your 1099 G? *

UPLOAD 1099-G IF RECEIVED

Deductions

Do you have a rental property to report? *

Are you an AirBnb Host? *

Are you or your spouse totally blind? *

Did you live in a city/town that was declared a natural disaster by Homeland Security? i.e. (Earthquakes, Floods, Hurricanes, Tornadoes, Wildfires and Winter storms) *

Did you receive a state return last year? *

Did you receive Obama Care/ Marketplace Insurance this tax year? *

Upload 1095-A for everyone who received Marketplace/Obama care.

Have you ever been disallowed Earned Income Credit? *

Do you use your car for business?

Yes

Please provide the following information:

What type of business?

Year

Make

Model

Mileage

DO YOU WANT A COPY OF YOUR TAX RETURN EMAILED TO THE EMAIL LISTED ON THIS APPLICATION?

PAYMENTS

Are you applying for a cash advance loan? *

How would you like to receive your refund/advance? *

Would you like to receive your refund 5 days sooner than IRS deposit date? If yes you'll be charged an additional $25 by the bank. *

Direct Deposit, Please enter routing and account numbers twice for verification. *

Bank Name
Account Type
Routing Number
Routing Number
Account Number
Account Number

Upload a voided check or direct deposit form from your bank so that we can ensure your deposit goes to the right account.

Are you interested in other services offered by Elite Financial Tax & Business Services?

Would you like to pay for any service listed above from your tax refund?

I give Elite Financial TBS, staff, and or contractors permission to verify I do not owe any outstanding debt by calling the IRS Offset line and by checking my IRS account with the login credentials I provided. *

I understand that if my tax refund is offset and Elite Financial TBS does not receive full payment for tax preparation services, I authorize Elite Finacial to debit the bank account I provided for deposit. If I do not provide a deposit account I understand that I am responsible to pay my invoice in full on or before the due date. *

I understand that if I choose not to use Elite Financial Tax & Business Services after the tax preparation process has begin, I am responsible to pay my prep fee in full! I authorize Elite Financial TBS to debit the account listed on my application, if no account listed I will receive an invoice and render payment immediately upon receipt. *

Taxpayer Signature *

Clear

Spouse Signature

Clear

Today's Date *