Client Tax Organizer
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Taxpayer First and Last Name
Middle Intial
Social Security #
Date of Birth
Spouse First and last Name
Middle Intial
Social Security #
Date of Birth
Email address
Verification and Signature
To the best of my knowledge the enclosed information is true and correct and includes all income, deductions, and the other information necessary for the preparation of this year's income tax return for which I have adequate records to prove such if needed by a Tax Authority such as the IRS and any State Revenue Agency.
Signature
Date
-
Month
-
Day
Year
Date
ID Information
Drivers License/State ID #
Issuing State
Issue Date
Expiration Date
Taxpayer Intials
Spouse Intials
Type a question
Home Address (City, State and Zip code)
Home Phone
Work Phone
Cell Phone
Occupation
Taxpayer
Blind or Disabled(if yes please note which one or both)
Martial Status
Married will file jointly, Single, Widowed, (if widowed spouse death date
Please answer the following questions to determine deductions: Enter (Y) or (N)
Are you self employed or do you receive hobby income ?
Did you pay rent or mortage?
Are you head of household?
Did you receive any correspondence from the IRS or State Department of Taxation?
Did you go through bankrupt proceedings?
Did you have a foreign bank account, trust, or business?Type option 6
Did you have any debts canceled, forgiven, or refinanced?
Did you receive rent from Real Estate or other property?
Did you pay interest on a student loan for yourself, your spouse, or your dependent during the year?
Taxpayer Intials
Type a question
Please Select
Refund Advance (1-48 hours
Refund Transfer Check(7-21 days Check printed at Tax office after fees are withheld)
Refund Transfer Direct Deposit
Check Mailed
Refund Options
Refund Direct Deposit
Bank Name
Bank Routing #
Account #
Account Type
Checking
Savings
Dependents
How many dependents do you have?
Name
First Name
Last Name
Name
First Name
Last Name
Name
First Name
Last Name
Name
First Name
Last Name
Relationship to Dependent(s)
Give a brief description of your relationship to the dependents listed above...Please type each name in individually and note the relationship
Social Security and Date of Birth for Dependent 1
Social Security and Date of Birth for Dependent 2
Social Security and Date of Birth for Dependent 3
Social Security and Date of Birth for Dependent 4
How many months did the dependent(s) live with you this tax year?
1
2
3
4
5
6
7
8
9
10
11
12
Other
Phone Conference
Please post your questions, comments or concerns in this box. I will schedule a phone consultation within 24 hours of receiving this document. Thanks for choosing SJ&J Tax Services.
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