Understand your accounting needs with confidence
Register for practical accounting lessons to help you identify the support your business needs. Your introductory course access will be arranged after registration.
What your introductory course covers
Identify your needs
Recognize which accounting tasks need attention and what outcomes matter to your business.
Choose useful support
Understand bookkeeping, compliance, reporting and advisory services before you engage.
Prepare for consultation
Bring focused questions and a clear picture of your current processes to your first discussion.
An educational resource from Ellis Pro Advisors for business owners evaluating their accounting needs.
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
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 2026 and upload all 2025 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 2027 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
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
Start with clearer accounting decisions
Enter your details to receive the introductory course. Existing clients receive additional resources separately when authorized.
© Ellis Pro Advisors. Educational content is general information, not individualized tax or accounting advice.