2021 INDIVIDUAL TAX ORGANIZER

IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING IT TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

Please also note that to comply with federal and state identity theft protection efforts our firm will ask for a valid state-issued photo identification card during your engagement.

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• Complete all applicable sections

• SKIP anything that does not apply to you

• Provide details and documentation as requested

• Please be sure to organize all of your tax documents prior to completing the form. We'll give you a list on the next page.

DOCUMENT LIST

Here is a list of documents you might need to complete your taxes.

**If you are an existing client, we may already have access to these items. If we do, you do not have to upload them.

NEXT STEPS

I hereby authorize One Team Financial Group (1tFG) to share with and/or request from, Julie Moran, CPA, the Client's non-public personal and financial information, for matters relating to the delivery of tax services and to fulfill requests of the Client during their engagement with Julie Moran, CPA. The Client also grants authority to 1tFG and Julie Moran, CPA, to request and provide information via phone, email, or electronic portal, any necessary information essential to the delivery of tax planning. 1tFG and Julie Moran, CPA, are hereafter referred to as Authorized Parties for this document's purposes.

This Information Sharing Authorization DOES NOT provide the Authorized Parties the authority to transact in the Client's account[s] or to withdraw or transfer cash or securities from the Client's account[s]. 1tFG will NOT accept trade instructions from any Authorized Party without a legally executed Power of Attorney.

Further, the Advisor DOES NOT assume liability for the acts or omissions of an Authorized Party and shall reasonably rely on the Authorized Party's information without obligation for further verification. 

The Client may rescind this authority, at any time, by providing written notice to the Advisor via email or text message.

By completing this form, the Client acknowledges and accepts the risks inherent to sharing private information with the Authorized Party. The Client also acknowledges receipt and understanding of 1tFG's Privacy Policy.

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Form 1099-MISC (side jobs/income, rents, etc.)
Form 1099-INT (bank/other interest)
Form 1099-DIV (dividends)
Form 1099-B (brokerage sales)
Form SSA-1099 (social security)
Form 1099G (unemployment)

To calculate home depreciation:

Please note that medical expenses must exceed 7.5% of adjusted gross income to be deductible as an itemized deduction.

Itemized deductions are generally only beneficial if they exceed your standard deduction ($12,550/single, $25,100/joint).

Health insurance premiums and medical expenses paid with pre-tax dollars (cafeteria plans, HSAs, etc are not deductible.)