• Client Tax Organizer

  • Thank you for entrusting Fable Fairy Tax Service with your private information. We promise to always to give our absolute best to serve you. To begin our partnership, we ask you to complete this Organizer before your appointment. If you’re a returning client, please use the proforma Organizer already provided to you.


    This Organizer consists of 27 sections designed to gather the information we need to serve you best. Please provide scans of the requested documents in PDF format only as the IRS WILL NOT accept anything else. Photos or screenshots are not allowed, as they may slow down the process of helping you.

     
    As you complete the Organizer, keep the following in mind:

    • If a question or section doesn’t apply to you, simply skip it and move on.
    • If you need to locate documents we’ve requested, save your progress, gather the necessary paperwork, scan them to create PDFs, and then continue from where you left off. Please avoid skipping documentation requests, as doing so may also delay the process.
    • You must SAVE your work with a valid email address in order to come back and edit the form you are about to begin. Click the next button, enter your name and email, then click the Save button to get the link in your email.


    Thank you for your cooperation—we look forward to working with you!

    TaSha

  • 1. Personal Information

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  • 2. Dependents (Children & Others)

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  • Next, let's answer some yes and no questions to help us investigate any potential deductions you may not be aware of:

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  • 3. Wages, Salary Income

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  • 4. Interest Income

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  • 5. Dividend Income

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  • 6. Partnership, Trust, Estate Income

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  • 7. Property Sold

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  • 8. I.R.A. (Individual Retirement Acct.)

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  • 9. Pension, Annuity Income

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  • 10. Investments Sold

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  • 11. Other Income

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  • 12. Medical/Dental Expenses

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  • 13. Taxes Paid

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  • You're halfway there! Keep going!

  • 14. Interest Expense

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  • 15. Casualty/Theft Loss

    For property damaged by storm, water, fire, accident, or stolen.
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  • 16. Charitable Contributions

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  • 17. Child & Other Dependent Care Expenses

    Also complete this section if you receive dependent care benefits from your employer.
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  • 18. Job-Related Moving Expenses

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  • 19. Employment Related Expenses That You Paid (Not self-employed)

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  • 20. Investment-Related Expenses

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  • 21. Business Mileage

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  • 22. Business Travel

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  • 23. Estimated Tax Paid

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  • 24. Other Deductions

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  • 25. Education Expenses

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  • 26. Questions, Comments, & Other Information

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  • Almost done. One section more & then signatures to go.

  • 27. Direct Deposit of Refund or Savings Bond Purchases

  • Account 1

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  • Account 2

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  • Account 3

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  • Would you like to purchase Series I Savings bonds with a portion of your refund? If so, please answer the following three sections:

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  • Signatures and Other Services

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