Please select your Tax preparer *

Elshekita Holmes
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Were You Referred by Someone?

Yes

Client Type (Select All That Apply) *

W-2 Employee

Self Employment

Business Owner (LLC/S-Corp/EIN Holder

Parent / Have Dependents

Retired/SSI income

Other

*You can select all that apply*

Referred By:

Taxpayer Information

First Name

Last Name

Date of birth *

Occupation

Phone *

Last 4 of Soc. Security Number *

Email *

Street Address *

City

State *

Country *

Country

Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, The Democratic Republic of the
Cook Islands
Costa Rica
Cote D"Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic Of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea People's Democratic Republic
Republic of Korea
Kuwait
Kyrgyzstan
Land Islands
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
North Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Federated States of Micronesia
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Eswatini
Sweden
Switzerland
Syrian Arab Republic
Taiwan
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
UK
Ukraine
United Arab Emirates
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
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Postal code *

Driver’s License or ID

Upload Social Security Card

Filing Status

Single

Married Filing Jointly

Married Filing Separately

Head of Household

Qualifying Widow(er)

Spouse's Name

Spouse Phone Number

Last 4 of Spouse's SSN

YOUR SPOUSES INFORMATIONS, IF LEGALLY MARRIED OR PRESUMED MARRIED BY COMMON LAW STATUTE IN THE STATE YOU RESIDE IN

Spouse's Date of Birth

Spouse Email

Spouse TAXPAYER IP PIN (issued from IRS yearly)

Spouse Occupation

Spouse Driver's License or State Id

Number of Dependents

0
1
2
3
4
5
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Dependent #1 Information

Dependent #1 Full Name

Dependents

Dependent #1 Relationship to you

Number Dependent #1 Number of Months lived with you in 2025? (copy)

Determines EITC eligibility

Dependent #1 Social Security Card Upload

Dependent #1 Date of Birth

Dependent #2 Full Name

Dependent #2 Date of Birth

Dependent #2 Relationship to you

Dependent #2 Number of Months lived with you in 2025?

Determines EITC eligibility

Dependent #2 Social Security Card Upload

Dependent #2 Information

Dependent #3 Full Name

Dependent #3 Date of Birth

Dependent #3 Relationship to you

Dependent # 3 Number of Months lived with you in 2025?

Determines EITC eligibility

Dependent #3 Information

Dependent #4 information

Dependent #4 Full Name

Dependent #3 Social Security Card Upload *

Dependent #4 Relationship to you

Dependents # 4 Number of Months lived with you in 2025?

Determines EITC eligibility

Dependent #4 Date of Birth

Hey, don’t stress about this part!

I know these questions look detailed but that’s exactly how we make sure you don’t miss any money that’s yours. If you’re self-employed, drive for DoorDash, sell online, or use CashApp, I can help you rebuild your income and expense records even if you don’t have all your paperwork yet.

Just answer what you can, and I’ll reach out to fill in the rest. My job is to help you get organized and maximize your refund.

Dependent #4 Social Security Card Upload *

Did you receive a W-2 from any employer in 2025?

YES

Did You Receive Income From Self Employment?

Yes

Do You Own a Business?

Yes

Upload W2 Forms

INCOME AND WAGES

What is your Business Name?

Do you have an EIN

YES

What is your EIN?

ANSWER THESE QUESTIONS IF YOU HAVE A BUSINESS OR SELF EMPLOYMENT INCOME

How did you collect payment for your self-employment/business?

Cash

Third Party Business Payment Processor (Stripe, PayPal, Square, etc)

Personal Card options (Cash App, Zelle, Venmo, Chime)

What type of business do you have?

What does your business do? Hairstylist, Sale Hair, etc

List any major expenses from your business.

How much money did you make with your self-employment?

WHAT IS THE STRUCTURE OF YOUR BUSINESS?

SOLE PROPRIETORSHIP

LLC

S-CORP

C-CORP

PARTNERSHIP

NOT-FOR-PROFIT

Upload 1099 Misc. Forms

Upload all Business Documents (more may be requested to validate business income/expenses)

including P/L Statement or 1099's received on behalf of your self-employment

Credits & Deduction Eligibility

Which of the following applies to you? (Select All That Apply)

I/my child attended a college/university/community college/post-secondary institution/career school and paid eligible expenses that can be proven with 1098T form

I paid charity/tithes/or given donations to community organizations and/or religious institutions

I paid over $12,400 in expenses for itemization

I paid student loan interest and received a 1098E

I had eligible medical expenses

I had energy and solar power expenses

I contributed to IRA/401 (k)

I sold and/or purchased a home

I adopted a child or had a baby

I am in the military and had to move

I got seperated/divorced paid or received alimony

I paid for Daycare/Chilcare expenses?

I received unemployment from any state or pay any unemployment back for overpayment?

I have Health Insurance with Marketplace? (Ambetter etc) If so upload 1095 A form

I am a teacher with Educational Expenses?

I had rental property income or expenses

I received Form 1099 K for side income (Cash App, PayPal, etc)

I received gambling winnings, including lottery

I received Disability Benefits

I paid Mortgage Interest

NONE

Select All That Apply

Upload Form 1099 G ( Unemployment Income)

Upload 1098 (Mortgage Interest Form)

Upload 1098-T ( Tuition Statement)

Upload your Form 1098-T from your college, university, or technical school showing tuition and fees paid in 2025.

Upload Year End Statement or Contribution Summary

Upload Form 1099-K or Year-End Statement (CashApp, PayPal, DoorDash, etc.)

If you received income through CashApp, PayPal, Venmo, DoorDash, Uber, Etsy, or any other third-party platform, please upload your Form 1099-K for 2025 or Statement or we can reconstruct statements

Upload Childcare Documents (Daycare Statement or Private Sitter Info)

Upload Form 1095-A (Marketplace Insurance)

This is Ambetter Health Insurance, Healthcare.gov, etc)

Please upload a document (s) to support the deduction and/or credits.

Upload Charitable Donation Receipts or Itemized Expenses

Upload proof of any charitable donations, church tithes, or itemized deductible expenses you paid in 2025.

Upload Closing Disclosure or HUD-1 (Home Purchase or Sale)

Upload your Closing Disclosure or HUD-1 Settlement Statement if you bought or sold a home in 2025.

Refund Information

How would you like to receive your refund?

Direct deposit into my account

PRE-PAID Debit Card

Deposit Account Number

Upload Form 1098-E (Student Loan Interest)

Upload your Form 1098-E from your student loan servicer showing the total interest you paid in 2025.

Deposit Routing Number

Would you like to apply for advance loan?

YES

Address to mail debit card?

Street Address

Are you interested in ADD on Services

Credit Repair

Bookkeeping

Deposit Bank Name

Please upload one or more files into the areas below. Uploads will accept JPG, PNG and PDF files only. You can select multiple files to upload for each section by Shift or Cmd/Ctrl clicking files in the prompt.

Upload Additional Documents

Shipping Speed for Check/Debit Card (No up front fee/can be taken from refund)

Standard (up to 3-5 business days) FREE

Priority $8 (1-3 business days)

Overnight $35 (next business day)

Upload Additional Forms / Misc Forms

Privacy & Data Security Acknowledgement

Privacy & Data Security

ATE Financial Solutions, LLC uses encrypted upload and secure storage. Your information will only be shared with authorized staff preparing your return or with tax agencies if required by law. We keep tax records for up to three (3) years unless law requires longer. You may request copies of your records.

Privacy Acknowledged *

Yes, I understand how my information will be stored and shared

Letter of Engagement

Client Engagement & Authorization Agreement

Thank you for choosing ATE Financial Services, LLC to prepare your taxes.

This agreement outlines the terms of our engagement and clarifies what we will and will not do in connection with your return.

Scope of Work

We will prepare your requested federal and state income tax returns based on the information you provide. You are responsible for submitting accurate and complete information.

We will not audit or verify your information, though we may ask for clarification or supporting documentation.

Fees & Payment

All tax preparation fees are due before your return is filed, unless you choose to have fees deducted from your refund through our authorized bank partner.

If your refund is delayed or denied, you remain responsible for the full preparation fee.

Unpaid fees may be sent to collections if not resolved.

Confidentiality & Record Retention

All client data is stored securely in compliance with IRS Publication 4557 and federal privacy regulations.

We retain copies of your tax documents for three (3) years, after which they will be securely destroyed.

You should keep your own copies for personal records.

Accuracy & Responsibility

You are responsible for reviewing your return before submission and ensuring all information is correct.

By signing below, you confirm that:

You authorize ATE Financial Services to prepare and electronically file your return(s).
Your return will not begin until all required documents are received.
You acknowledge that all fees are non-refundable once work begins.

Electronic Filing Authorization

Your digital signature below confirms your consent for ATE Financial Services to prepare and e-file your tax return(s) through TaxSlayer Pro.

You will also sign Form 8879 in your secure client portal to authorize electronic filing with the IRS.

Engagement Agreement Signed *

Yes, I have read and agree to the Client Engagement & Authorization Agreement

Note: Your return will not be started until all required documents are received.

Signature *

Clear

Spouse Signature

Clear

Date Signed *

Date Spouse Signed