Simple Individual Tax Return (W-2 Only)
$150

First-Time Client Discount
$50 off your first tax preparation service.

First-Time Client Price: $100

A simple tax return includes W-2 income only and the standard deduction.

Additional fees may apply for more complex returns including self-employment income, additional forms, multiple states, or amended returns.

Elevate Advisory Collective provides tax preparation and financial guidance services.

The preparer is not a Certified Public Accountant (CPA), Enrolled Agent (EA), or Attorney.

Services are limited to tax preparation and financial education.

Business Name: Elevate Advisory Collective

Preparer: Clarena Paez

PTIN: P03468781

New York Tax Preparer Registration Number (NYTPRIN): 13341267

As a client, you have the right to:

• Know the tax preparer’s qualifications
• Receive a copy of your completed tax return
• Be informed of the tax preparation fees before services begin
• Have your personal information protected
• File a complaint with the New York State Department of Taxation and Finance if necessary

Please view: https://www.tax.ny.gov/tp/cbr/

Elevate Advisory Collective takes client confidentiality seriously. All client information is handled in accordance with IRS data security guidelines and industry best practices.

Sensitive documents should be submitted through the secure document upload link provided.

Elevate Advisory Collective provides tax preparation services only. Audit representation services are not included. Clients who require audit representation should consult a Certified Public Accountant (CPA), Enrolled Agent (EA), or tax attorney.