Organizer

Tax Year:

Name:

First NameLast Name

Phone Number:

Area CodePhone Number

Email:

example@example.com

Primary Residence Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Secondary Residence Address (if applicable):

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Marital Status:

Spouse's Name:

First NameLast Name

Spouse's Phone Number:

Format: (000) 000-0000.

Has your contact info changed?

Provide Details:

Has the number of people living in your home changed?

Provide Details (Name of those who moved in or out, relationship to you):

Has your/your family’s US immigration status changed?

Please Select

Date:

Date

Provide Details:

Are you, your spouse, or other persons who live with you or who you support financially enrolled in college/university in the US?

Please provide following info:

Name of person attending college/university:

Name of college/university:

Has your US bank account info changed?

Provide Details:

Did you buy your primary residence last year?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Did you sell your primary residence last year?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Did you BUY other real estate anywhere in the world last year?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Did you SELL other real estate anywhere in the world last year?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Did you sell other real estate anywhere in the world last year?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Would you like to enter another property?

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Date:

Date

Please provide the address bought/sold

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Please provide the date bought/sold

Date

Which types of income did you have last year?

Rows	Inside US	Outside US
Interest Income
Dividend Income
Investment income
Salaries / Wages
Self-employed Business Income
Profit distribution from companies
Pensions
Social Security Benefits
Gambling winnings
Rental Income
Distributions from real estate investments
Distributions from estates or trusts
Distributions from life insurances or annuities
Inheritances / Gifts ($100,000 or more)
Other
No income

Which types of income did you have last year?

Rows	Inside US	Outside US
Pensions
Social Security Benefits
Gambling winnings
Distributions from real estate investments
Distributions from estates or trusts
Distributions from life insurances or annuities
Inheritances / Gifts ($100,000 or more)
Other
No income

Salaries/Wages:

How many employers did you have last year INSIDE the US?

How many employers did you have last year OUTSIDE the US?

Interest Income:

From how many accounts INSIDE the US?

From how many accounts OUTSIDE the US?

Dividend Income:

How many investment accounts do you have INSIDE the US?

How many investment accounts do you have OUTSIDE the US?

Investment Income:

How many investment accounts do you have INSIDE the US?

How many investment accounts do you have OUTSIDE the US?

Self-employed Business Income:

How many different businesses are INSIDE the US?

How many different businesses are OUTSIDE the US?

Rental Income:

How many rental properties are INSIDE the US?

How many rental properties are OUTSIDE the US?

Please complete the following table:

Rows	Property 1	Property 2	Property 3
Address
INCOME
Please provide name, address and phone number of the person who provided rental services (real estate agent)
Please provide name, address, and phone number of your property management company
EXPENSES
Advertising
Travel
Cleaning & Maintenance Fees
Association Fees
Pool Service
Lawn Service
Pest Control
Security Alarm Service
Miscellaneous
Commissions
Insurance
Legal & Professional Fees
Management Fees
Licenses & Other Fees
Mortgage Interest (please send mortgage interest statement from bank)
Other Interest
Repairs & Improvements
Supplies & Office Supplies
Property Tax
Utilities
Telephone, Internet, TV
Sales & Tourist Tax
Number of days rented
Number of days for personal use
Number of days of rent-free use by family members, friends, etc

Profit distribution from companies:

Please list all names of companies you received profit distributions from INSIDE the US.

Please list all names of companies you received profit distributions from OUTSIDE the US.

Pension Income:

How many INSIDE the US?

How many OUTSIDE the US?

Social Security Benefits Income:

How many INSIDE the US?

How many OUTSIDE the US?

Distributions from real estate investments:

How many real estate investment funds INSIDE the US?

How many real estate investment funds OUTSIDE the US?

Distributions from estates or trusts:

How many estates/trust INSIDE the US?

How many estates/trust OUTSIDE the US?

Distributions from life insurances or annuities:

How many INSIDE the US?

How many OUTSIDE the US?

Inheritances/Gifts ($100,000 or more):

How many inheritances/gifts INSIDE the US?

How many inheritances/gifts OUTSIDE the US?

Other Income:

How many different types of other income INSIDE the US?

How many different types of other income OUTSIDE the US?

Gambling Winnings Income:

How many winnings inside the US?

How many winnings OUTSIDE the US?

Please upload all that apply to you: 1099-Int, 1099-Div, 1099-B, 1099-Misc, 1099-NEC, W-2 1099-SSA, 1099-R, 1099-G, K-1:

Browse Files

Have you made gifts of $15,000 or more to any person?

Name of person who received gift:

Exact amount:

Would you like to enter more?

Name of person who received gift:

Exact amount:

Are you contributing to a retirement plan, retirement savings account or other retirement fund?

Please provide type of retirement plan and other important info:

Do you have a US Health Savings Account/Medical Savings Account?

Please provide type of US Health Savings Account / Medical Savings Account and other important info:

Have you bought/sold/received/donated/exchanged/mined crypto currency?

Have you sold crypto currency?

Have you bought crypto currency?

Have you exchanged crypto currency?

Have you received crypto currency?

Have you mined/staked crypto currency?

Have you donated crypto currency?

Please upload all statements relating to crypto currency transactions to our CLIENT PORTAL.

If you own companies, has your ownership percentage changed?

Name of company:

Type of change:

Location:

Please provide detailed information:

Would you like to enter another company?

Name of company:

Type of change:

Location:

Please provide detailed information:

Have you acquired any NEW companies or ownership shares?

Name of company:

Date business started:

Date

Percentage acquired:

Location:

Please provide:

Please enter detailed information:

Have you sold any of your companies or shares in companies?

Name of company:

Date sold:

Date

Location:

Please enter detailed information:

Did you open any new bank accounts?

List the countries in which you opened the new bank accounts.

Did you open any new investment accounts/life insurance contracts/pension contracts/ETFs?

List the type of account and the countries in which you opened the new account.

Did you make estimated payments towards your tax return?

Please upload proof of your estimated tax payments to our CLIENT PORTAL.

Are you planning on renouncing US citizenship or giving up your Greencard within the next 5 years?

Have you financed a car in the past calendar year?

Please upload documentation to our CLIENT PORTAL.

Has anything else changed that you want us to know about?

Please provide further details:

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Organizer

Personal Information

Real Estate

Which types of income did you have last year?

Other