Client Information Page

You've booked your service, now lets get started. Click Upload Here to send us your documents.

Bennett Elite Taxes has an outstanding reputation amongst our clients within the tax community. We love the fact that our clients return to us year after year. We have worked with some of the most established clients throughout Dallas. Uploading your documents here expedites your preparation, which allows you to Electronic File and receive Direct Deposit of your refund.

 

New clients, download the Client Organizer Document by clicking the Download Here button below. This is used by new clients to gather their documents for submission, for processing.

 

*Required

Download the Client Organizer Document and return it completed via email to bennettelitetaxes@gmail.com 

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Income and Investment Information

Statements from Employers, Banks, Stockbrokers and other Institutions or Agencies that were involved in your finances last year.

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Personal Information

Providing these documents will ensure that the right person(s) are being added to the return. 

Valid Identification Drivers License, State ID, Passport

Social Security Card of all individuals on tax returns dependents

Birth certificate or proof of Dependency

W2 or 1099

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Self-Employment and Business Records (where applicable)

Bank statements, invoices, payroll records, and any other documentary evidence that supports an item of income, deduction, or credit shown on your tax return.

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Medical Expense Receipts and Records.

Charitable Donations.

Other Homeownership Info.

There is no specific charitable donations limit without a receipt, you always need some sort of proof of your donation or charitable contribution. For amounts up to $250, you can keep a receipt, cancelled check or statement. Donations of more than $250 require a written acknowledgement from the charity.