Monday - Friday 10.00a.m - 5.00p.m

New Clients

Join us today by following the steps below. Both of your PDF Forms that you must download and fill out are at the bottom of this page. Please follow the steps and become a new Tax Client with Ellis Pro Advisors.

  • Step 1: Click the New Client Enrollment button to create your secure account.
  • Step 2: Answer Questionnaire and follow steps within portal
  • Step 3: Scan and Upload all requested documents mentioned below under “Documents Needed”
  • Step 4: Schedule an appointment to have your questions answered by one of our Tax Professionals.
  • Step 5: If you are a Small Business Owner: Download Business Expense Summary form and Schedule C Form. Fill out and then upload into your secure portal
  • Step 6:  Refer 5 friends, family or associates and receive a discount on your tax preparation service fee.
  • Step 7: Purchase an Identity Theft Membership with Ellis Pro Advisors
NEW CLIENT ENROLLMENT

Current Clients

If you are a Current Client then please follow these steps below to allow us to do your taxes this year as well. We look forward to serving you. Your Business Expense Summary and you Schedule C Form buttons are below at the bottom of this page.

  •  Step 1: Login into your “Secure Client Portal”
  •  Step 2: Update Questionnaire with missing or new information
  • Step 3:  Create new folder Label 2025 and upload all 2024 documents
  • Step 4:  Upload Direct Deposit and Identity Theft PIN (if applicable)
  • Step 5: Complete Personality Quiz:  https://bit.ly/epacodebreakers
  • Step 6: If you are an Independent Contractor or Small Business complete this quiz: https://bit.ly/epaadvisorsquiz
  • Step 7: Book your 2025 Onboarding Appointment to discuss your tax strategy
  • Step 8:  If you are a Small Business Owner: Download Business Expense Summary form and Schedule C Form. Fill out and then upload into your secure portal
SECURE CLIENT PORTAL

Documents Needed

Individual Client

Please Complete your client portal registration and upload all required documents below.

These are the required tax documents needed: 

  • W-2s, 1099s, 1098s, etc. 
  • A Photocopy of your License or ID Card (NY both back & Front of ID)
  • A Photocopy of you and your Dependents’ Social Security Cards (If Applicable)
  • An organized list of Medical Bills, Donations, Tithes & Offering
  • Direct Deposit copy

Small Business Owner & Independent Contractor

Please Complete your client portal registration while uploading all required documents below along with your Business Summary Expense form and Schedule C form. (Click to download both forms) Just right click on each button below and open Link in a new Tab.

These are the required tax documents needed: 

  • Direct Deposit copy
  • W-2s, 1099s, 1098s, etc. 
  • A Photocopy of your License or ID Card 
  • A Photocopy of you and your Dependents’ Social Security Cards (If Applicable)
  • An organized list of your Income/Expenses if you’re itemizing your deductions or upload your Profit & Loss
  • A complete Business Expense Summary form if you have an EIN or LLC
  • Business Expense Summary Form (Self Employed, LLC, Small Business Owners, Independent Contractors)
  • Schedule C form
BUSINESS EXPENSE SUMMARY PDF
SCHEDULE C FORM