Client Tax Organizer

Client Data Organizer

*Required for all Tax payers
Client Name:
IRS 1-800-829-1040
To check the status of your Refund, please visit IRS.gov Check My Refund
Protection Plus Audit Assistance Phone Number: 1 (866) 942-8348
Please provide for your appointment
- Last year's tax return (new clients only)
- All statements (W2’s, 1098s, 1099s, Business Income Statements)
- Name and address label (from government booklet or card)
Tax Payer Verification for Filing Status (Must have)

State Issue IDPassportMarriage licenseOther
Tax Payer Address Verification Address Verification (Must have)

Utility BillLeaseRent StatementBank StatementOther
Tax Payer Dependency Relationship Verification (Must have)

Birth Certificate (must have)Social Security Card (must have)Other
Tax Payer Dependent Residency Verification (Must have one)

School RecordsMedical RecordShot RecordGovernment StatementOther
How do you hear about us?
Please complete thisOrganizer before your appointment.Prior year clientsshould use the proforma Organizer provided
1. Personal Information

	Name	Soc. Sec. No.	Date of Birth	Occupation	Work Phone
Taxpayer
Spouse

Filling Status

SingleHead of HouseholdMarried Filing JointlyMarried Filing SeparatelyQualified Widow
2. Dependents (Children & Others)

Client Data Organizer