Elite Tax and Financial Services, LLC

Tel: 919-554-9400

Elite Tax and Financial Services, LLC

Forms and Tools

Below you will find various useful forms.

Your Personal Tax Appointment - Client Info & Engagement Form

If you would like to print the Client Info & Engagement Form click here for the printable forms 

Checklist - What to Bring to your Appointment

Partnership & Engagement Form

Your Corporation Tax Appointment - Corporate & Engagement Form

Estate Client Form  Click Here


Disclosure Consent

This form needs to be filled out if you are interested in talking with someone about Life Insurance or Annuities  Elite Disclosure Form

Charitable Contributions:

A couple Donation Value Guides to determine how much your donations are worth:  Donation Valuation Guide   &  Goodwill Values for NC

Charitable Contributions (places to donate other than Goodwill)

Self  Employed:

Worksheets:  Schedule C Input Sheet   Mileage Log,     

Purchase Assets for your business from someone and need a Bill of Sale,                  Websites to register your business

Rental Property:

Worksheet to help you gather your expenses:  Rental Input Worksheet   Mileage Log 


Form 2848 Power of Attorney for Federal             GEN 58 Power of Attorney for State of NC

Withholding Forms:

Federal W-4 Form (for federal withholding)

State NC-4 Form (for state withholding)