As tax advisors, we have always protected the right to privacy and will continue to do so. The law now requires us to inform you of our policy regarding privacy.
We receive and collect nonpublic personal information from various forms and statements that you provide. We do not disclose such information unless you instruct us to do so, except as required by law. We maintain physical, electronic, and procedural safeguards that comply with Federal regulations to guard your nonpublic personal information.
We retain records relating to professional services that we have provided so that we are better able to assist you with your tax and financial needs, and to comply with professional guidelines. Please do not hesitate to call us if you have any questions. Your privacy, our professional ethics and the ability to provide you with quality financial services are very important to us.
All first time clients must have a credit card on file at the time of services if electing to use a bank product or service with other deferred payment options. All payments are due as invoiced unconditioned by outcome of engagement. Any deferred payment arrangements not paid on time or bank products intercepted by third party debt, will result in an attempt to charge the credit card on file. If credit card payment is not accepted there will be a $25 fee assessed along with a 5% late fee charge.
If payment is not made within thirty (30) days of fees being assessed the liability will be assigned to collections, and a collection fee of $150 will be assessed to the account in addition to the late fee penalty charge of 5%. Client will assume all court cost, legal and administration fees if collection of balance has to go to court.
hereby agree to engage Elite 8 Tax & Financial Services for the services described as invoiced and accept the terms and conditions of the Financial Liability Statement.
If you had any casualty or theft losses during the year, please provide detail below, including date(s), description, amount of casualty or loss, any insurance reimbursement and basis (cost) in the property. Attach additional forms if necessary.
COMPLETE THIS AUTHORIZATIONAll information will remain confidential
(If this authorization is for use with a bank refund application,your card will not be charged unless your anticipated refund is offset by the IRS.)
I authorize Elite 8 Tax & Financial Services to charge the amount listed above to the credit card provided herein. I agree to pay for this purchase in accordance with the issuing bank cardholder agreement.
Cardholder – Please Sign and Date
You can send one or more of the following documents to prove the child lived with you for more than half of the year:
Or, send dated statements on letter head from:
You may file Head of Household if you can answer YES to ALL the following questions. (See Publication 17, Chapter 2 & 3)
A qualifying person is your (See Table 2-1, Publication 17)
EARNED INCOME CREDIT (EIC) ELIGIBILITY
You may claim the EIC if you can answer YES to ALL 4 tests below. (See Publication 17 Chpt 36)
ADDITIONAL EIC DUE DILIGENCE
If you are claiming this child only, why is the other parent not claiming the child?
(By signing this form, I attest that all information included/ attached if correct and I am responsible for any errors/omissions and resulting consequences thereof)
COMPLETE THE FOLLOWING FORM ONLY IF YOU ARE RECEIVING A REFUND AND INTEND TO PAY FOR SERVICES FROM YOUR TAX RETURN
ELITE 8 TAX & FINANCIAL SERVICES
Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use or 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 use and 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 our tax return preparation services. If we obtain your signature on this form by conditioning our tax return preparation services on your consent, your consent will not be valid. If you agree to the use and 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.
For your convenience, we have entered into arrangements with certain financial institutions and their partners regarding the provision of settlement products, card services and related banking services. You have indicated that you are interested in obtaining and applying for a refund settlement product, NetSpend Visa® Prepaid Card, and other banking services. To apply for and obtain any of these products or services, we must forward your tax return information to these companies, financial institutions and/or their affiliates.
If you would like us to disclose your tax return information to the companies and financial institutions providing these services, please check the corresponding box(es) for the services in which you are interested, and sign and date your consent to the disclosure. You understand that if you are not willing to authorize us to share your tax information with certain financial institutions, including their affiliated companies, you will not be able to obtain a refund settlement product form them, but you can still choose to have your tax return prepared and filed by Elite 8 Tax & Financial Services for a fee at time of service.
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Virtual: Mon-Thu | 9 am – 7 pm
Sat: 10:30 am – 4 pm
Call Us at (866) 235-4838 extension 2