2024 New Client Tax Organizer

2024 New Client Tax Organizer
Thank you so much for choosing to work with me on your taxes! Please complete this questionnaire before I begin work on your return.

If you would rather go through this with me live, feel free to schedule a call!

Please note: You will need to fill the whole form out at once, you will not be able to save your answers and return later.
1. Personal Information
Taxpayer Name*

First NameLast Name
Date of Birth*

MonthDayYear
Social Security Number*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Preferred method of communication:*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Occupation*
IP PIN (if applicable)
Check if you are:

BlindDisabled
Marital Status*

SingleMarried (will file jointly)Married (will file separately)Widowed
Spouse Name*

First NameLast Name
Spouse Date of Birth*

MonthDayYear
Spouse Social Security Number*
Spouse Email*
example@example.com
Spouse Phone Number*
Please enter a valid phone number.
Spouse Occupation*
Spouse IP PIN (if applicable)
Check if spouse is:

BlindDisabled
2. Do you have any dependents?*

YesNo
How many dependents do you have?
Dependent 1:
Name

First NameLast Name
Relationship
Son, daughter, etc
Date of Birth

MonthDayYear
Social Security Number
Number of months lived with you this year:
If child was born in 2023 and lived with you since birth, please select "full year"
Check if dependent is:

Full Time StudentDisabled
Dependent's Gross Income
If none, please enter 0
IP PIN (if applicable)
Did you provide more than half of the support for this dependent? This includes basic life necessities like food, lodging, transportation, healthcare, clothing, education, etc.*

YesNo
Could anyone else claim this dependent on their tax return?*

YesNo
Dependent 2:
Name

First NameLast Name
Relationship
Son, daughter, etc
Date of Birth

MonthDayYear
Social Security Number
Number of months lived with you this year:
If child was born in 2023 and lived with you since birth, please select "full year"
Check if dependent is:

Full Time StudentDisabled
Dependent's Gross Income
If none, please enter 0
IP PIN (if applicable)
Did you provide more than half of the support for this dependent? This includes basic life necessities like food, lodging, transportation, healthcare, clothing, education, etc.*

YesNo
Could anyone else claim this dependent on their tax return?*

YesNo
Dependent 3:
Name

First NameLast Name
Relationship
Son, daughter, etc
Date of Birth

MonthDayYear
Social Security Number
Number of months lived with you this year:
If child was born in 2023 and lived with you since birth, please select "full year"
Check if dependent is:

Full Time StudentDisabled
Dependent's Gross Income
If none, please enter 0
IP PIN (if applicable)
Did you provide more than half of the support for this dependent? This includes basic life necessities like food, lodging, transportation, healthcare, clothing, education, etc.*

YesNo
Could anyone else claim this dependent on their tax return?*

YesNo
Dependent 4:
Name

First NameLast Name
Relationship
Son, daughter, etc
Date of Birth

MonthDayYear
Social Security Number
Number of months lived with you this year:
If child was born in 2023 and lived with you since birth, please select "full year"
Check if dependent is:

Full Time StudentDisabled
Dependent's Gross Income
If none, please enter 0
IP PIN (if applicable)
Did you provide more than half of the support for this dependent? This includes basic life necessities like food, lodging, transportation, healthcare, clothing, education, etc.*

YesNo
Could anyone else claim this dependent on their tax return?*

YesNo
If you have more than 4 dependents, please upload a document to the portal with the relevant information for the remaining dependents.
3. Income

Please select all that apply and upload relevant documents to the portal.
What types of income did you have in 2023?*

Wages (W-2)Self-employment (1099-NEC)Interest (1099-INT)Dividends (1099-DIV)IRA, 401K, or pension withdrawals (1099-R)Selling stocks, bonds, or crypto (1099-B)Social Security (SSA-1099)Unemployment/other government payments (1099-G)HSA/MSA withdrawal (1099-SA)Sale of real estate (including main home)Stock OptionsRental IncomeForeign IncomePartnership/S-Corp (K-1)Gambling Winnings (W-2G)AlimonyJury Duty529 Plan or Coverdell ESA Withdrawal (1099-Q)Royalties (1099-MISC)Other
4. Deductions and Credits

Please select all that apply and upload relevant documents to the portal
Do you have any of the following deductions/credits for 2023?:

College Tuition and Expenses (1098-T and costs for required books/supplies)Student Loan Interest (1098-E)Educator Expenses (up to $300 for K-12 educator)Contributions to retirement account (not included on W-2)Made energy efficient upgrades to homePurchased an energy efficient vehicle (EV or FCV)Contributed to HSA/MSA (not included on W-2)
Do you have any of these itemized deductions?:

Medical/dental expenses (insurance premiums, out of pocket expenses, prescriptions, etc) over 7.5% of incomeProperty TaxMortgage Interest (Form 1098)Charitable Contributions (cash or non-cash)Casualty or theft loss (only if result of federally declared disaster)Sales tax on large purchase (like car, boat, etc)
Do you expect that your itemized deductions in the section above will add up to more than your standard deduction of $13,850 for single filers, $20,800 for head of household, or $27,700 for married filing jointly?

YesNoNot sure
Please upload all applicable documents and receipts to the portal and I will assess which deduction will be better for you.
Do you have expenses related to self-employment income?*

YesNo
Please upload to the portal your income and expenses related to your self-employment. Maybe you track this on an excel spreadsheet, a note on your phone, a piece of paper, a bank statement, or a pile of receipts -- I can handle any way you choose to upload! Just keep in mind the more organized your documents are, the less time it takes me to go through it.

Not sure what deductions you can even take? Shoot me an email and I would be happy to talk you through it!
Did you pay a care provider to watch your dependent(s) while you worked or looked for work?*

YesNo
5. Health Coverage
Did you and your spouse/dependents have health insurance for the entire year of 2023? (There are no federal tax penalties for not having health insurance, but there might be for your state)*

Yes (please upload forms 1095-A, B, and/or C)No
Did you purchase health insurance from the Marketplace?*

Yes (please upload form 1095-A)No
6. Other Questions
Do any of these apply to you for 2023?

Had any virtual currency transactions (crypto, bitcoin, etc)Received correspondence from the IRS or State Department of TaxationHad any births, deaths, marriages, divorces, or adoptions in immediate familyGave a gift of more than $15,000 to one personHad $10,000 or more in a foreign bank account at any point during the yearHad a household employee (like a nanny)
Did you pay any estimated quarterly taxes throughout the year?*

YesNo
7. Direct Deposit/Debit
If you are due a refund, would you like it directly deposited into your account?*

YesNo
If you owe tax, would you like it directly debited from your account? (I will also re-confirm this with you before filing)*

YesNo
Account Information

Please provide the following account information:
Owner of account:
Type of Account:
Name of financial institution
Routing Number
Account number
Do you have any questions, comments, feedback, or other information you would like me to know? (Also feel free to send me an email!)
Lastly, please verify that you are human*
All answers will be encrypted upon submission for your security.

To learn how your data is used and protected, click here to view my privacy policy.
Should be Empty:

2024 New Client Tax Organizer

1. Personal Information

Dependent 1:

Dependent 2:

Dependent 3:

Dependent 4:

3. Income

4. Deductions and Credits

5. Health Coverage

6. Other Questions

7. Direct Deposit/Debit

Account Information