Electronic Tax Organizer

Electronic Tax Organizer

Tax Year 2022
Name*

First NameLast Name
Marital Status*
Spouse/Partner Name*

First NameLast Name

Driver's License
Number
State
Issue Date

MonthDayYear
Date
Expiration Date

MonthDayYear
Date
Or Upload Legible Copy of Driver's License (see NOTE below)

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NOTE: If you would prefer, you can upload to your Box.com portal at p-f-p.com instead.
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Spouse/Partner Driver's License
Number
State
Issue Date

MonthDayYear
Date
Expiration Date

MonthDayYear
Date
Or upload a legible copy of driver's license (See NOTE Below)

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NOTE: If you would prefer, you can upload to your Box.com portal at p-f-p.com instead.
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Tax Consent Form

Please download your tax consent form with the button below, sign, and return via the upload button on the right.
Your Tax Consent forms can be downloaded here for you to print, sign, scan, and upload back to us using this form.

If you would prefer to electronically sign your consent forms, please contact Brittney at brittney@p-f-p.com or 216-688-3737 x100. She can send you the form via DocuSign.

If applicable, both spouses/partners must complete the consent form.
Upload Tax Consent Form Here

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Additional Questions

During the year:
Did you engage in any transactions with or receive any digital currency (like Bitcoin)?*

YesNo
Did you have anything to do with a financial account in a foreign country or a foreign trust?*

YesNo
Did you buy anything from out of state where you did not pay sales tax, but would have if you'd bought the same thing in your home state?*

YesNo
If so, we need the total dollar amount of these purchases. If you had purchases from Amazon, you can see our short video (right-click to open in a new tab) about how to download your Amazon transactions to check for any such purchases.
Your total purchases without sales tax:

Electronic Tax Organizer

Driver's License

Spouse/Partner Driver's License

Tax Consent Form

Tax Documents

Additional Questions

Refunds, Payments, Estimated Taxes