Client Tax Organizer

Client Organizer

Fable Fairy Tax Services
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!

Annette

Client Payment Agreement
By signing this intake form, the Client agrees to pay all software fees and preparer fees to Fable Fairy Tax Services exclusively through the company’s designated bank partner. The Client acknowledges that any unauthorized alteration, cancellation, or forced change to the agreed payment method (e.g., circumventing the bank partner’s process or redirecting funds outside the approved system) constitutes a material breach of this agreement.

In the event of such a breach, Fable Fairy Tax Services reserves the right to:

• Pursue all legal remedies available to recover unpaid fees, including litigation, wage garnishment, bank levies, liens, asset seizure or any other means necessary;

• Terminate all current and future services immediately without notice;

• Hold the Client liable for all collection costs, including attorneys’ fees, court costs, interest, and penalties.

The Client further agrees that disputes regarding payment methods must be resolved in writing with Fable Fairy Tax Services prior to any changes. Failure to adhere to the approved payment process voids all service agreements irrevocably.
Signature

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Name

First NameLast Name
Date

MonthDayYear
Date

2. Dependents (Children & Others)

Please provide some details about your first dependent:

	Name (First then Last)	Relationship	Date of Birth	Social Security Number	Months Lived With You	Disabled	Full Time Student	Dependent's Gross Income
1:

Please provide some details about your second dependent:

	Name (First then Last)	Relationship	Date of Birth	Social Security Number	Months Lived With You	Disabled	Full Time Student	Dependent's Gross Income
2:

Please provide some details about your third dependent:

	Name (First then Last)	Relationship	Date of Birth	Social Security Number	Months Lived With You	Disabled	Full Time Student	Dependent's Gross Income
3:

Please provide some details about your fourth dependent:

	Name (First then Last)	Relationship	Date of Birth	Social Security Number	Months Lived With You	Disabled	Full Time Student	Dependent's Gross Income
4:

Please provide some details about your fifth dependent:

	Name (First then Last)	Relationship	Date of Birth	Social Security Number	Months Lived With You	Disabled	Full Time Student	Dependent's Gross Income
5:

If you have more than five dependents, please provide the same information about each in a text file below:

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For all of the named dependents above, please share their birth certificate, social security card, any court orders related to them, and custody agreements:

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4. Interest Income
Please attach 1099-INT, Form 1097-BTC, & Broker Statements below

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Please provide a list of Payers and Amounts below:

	Payer	Amount
1.
2.
3.
4.

Please provide any Tax Exempt Interest Income information below:

	Payer	Amount
Tax Exempt 1
Tax Exempt 2
Tax Exempt 3

5. Dividend Income
Please upload 1099-DIV forms from Mutual Funds & Stocks

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Please provide the information from your Mutual Funds & Stocks

	Payer	Ordinary	Capital Gains	Non- Taxable
1.
2.
3.
4.
5.
6.
7.

6. Partnership, Trust, Estate Income
Please upload the K-1s:

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On separate lines, please list payers of partnership, limited partnership, S-corporation, trust, or estate income

7. Property Sold

	Date Acquired	Cost & Imp.
Personal Residence*
Vacation Home
Land
Other

* For the Personal Residence, please also provide information on improvements, prior sales of home, and cost of a new residence. Also see Section 17 (Job-Related Moving).

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10. Investments Sold
Please upload 1099-B & confirmation slips for all sold Stocks, Bonds, Mutual Funds, Gold, Silver, & Partnership interest:

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	Investment Name/Type	Date Acquired	Date Sold	Cost	Sale Price

11. Other Income

List All Other Income (including non-taxable)

	Amount	Description
Alimony Received
Child Support
Scholarship (Grants)
Unemployment Compensation (repaid)
Prizes, Bonuses, Awards
Gambling, Lottery (with description)
Unreported Tips
Director/Executor's Fee
Commissions
Jury Duty
Worker's Compensation
Disability Income
Veteran's Pension
Payments from Prior Installment Sale
State Income Tax Refund
Other (with description)
Other (with description)

12. Medical/Dental Expenses

	Amount
Medical Insurance Premiums(paid by you)
Prescription Drugs
Insulin
Glasses, Contacts
Hearing Aids, Batteries
Braces
Medical Equipment, Supplies
Nursing Care
Medical Therapy
Hospital
Doctor/Dental/Orthodontist
Mileage (total no. of miles)
Mileage after June 30

13. Taxes Paid

	Amount	Description
Real Property Tax
Personal Property Tax
Other (Please provide description)

Please share any Bills regarding Taxes Paid:

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You're halfway there! Keep going!

14. Interest Expense
Mortgage interest paid:
Please upload any 1098s for your Mortgage(s):

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Interest paid to an individual for your home:
The name of the individual you paid interest to for your home:
The address for the individual you paid interest to for your home:
The social security number for the individual you paid interest to for your home:
Investment Interest amount:
Premiums paid or accrued for qualified mortgage insurance:
Please share the amortization schedule for the interest you paid to the above individual:

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15. Casualty/Theft Loss

For property damaged by storm, water, fire, accident, or stolen.
Location of property:
Short description of property:
If more space is needed for either the location of the property or the description, please share here:

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	Other	Federally Declared Disaster Losses
Amount of Damage
Insurance Reimbursement
Repair Costs
Federal Grants Received

16. Charitable Contributions

Type a question

	Amount	Description
Church
United Way
Scouts
Telethons
University, Public TV/Radio
Heart, Lung, Cancer, etc.
Wildlife Fund
Salvation Army, Goodwill
Other
Non-Cash

Volunteer (no. of miles)
Volunteer miles multiplied by .14:

17. Child & Other Dependent Care Expenses

Also complete this section if you receive dependent care benefits from your employer.

	Name of Care Provider	Address	Soc. Sec. No. or Employer ID	Amount Paid
1.
2.
3.

18. Job-Related Moving Expenses
Date of move

MonthDayYear
Date

Type a question

	Amount
Move Household Goods
Lodging During Move
Travel to New Home (total # of miles)
Travel to New Home (Miles after June 30)

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

	Amount Spent
Dues - Union, Professional
Books, Subscriptions, Supplies
Licenses
Tools, Equipment, Safety Equipment
Uniforms (include cleaning)
Sales Expense, Gifts
Tuition, Books (work related)
Entertainment

Office in home (square footage):

	Square Feet
a. Total home
b. Office
c. Storage

Office in home:

	Amount
Rent
Insurance
Utilities
Maintenance

20. Investment-Related Expenses

	Amount
Tax Preparation Fee
Safe Deposit Box Rental
Mutual Fund Fee
Investment Counselor
Other

21. Business Mileage
Do you have written records?

YesNo
Did you sell or trade-in a car used for business?

YesNo
If you did sell or trade-in a car used for business, please upload a copy of the purchase agreement:

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What is the Make/Model and Year of the Vehicle?

	Your Answer
Date purchased
Total miles (personal & business)
Business miles (not to and from work)
------Miles after June 30
---From first to second job
------Miles after June 30
---Education (one way, work to school)
---Job Seeking
---Other Business
Round Trip commuting distance
Gas, Oil, Lubrication
Batteries, Tires, etc.
Repairs
Wash
Insurance
Interest
Lease payments
Garage Rent

22. Business Travel

If you are not reimbursed for the exact amount, give total expenses:

	Amounts
Airfare, Train, etc
Lodging
Meals*
Taxi, Car Rental
Other
Reimbursement Received

*How many days are included in this amount for meals?

23. Estimated Tax Paid

	Due Date	Date Paid	Federal	State
1.
2.
3.
4.

24. Other Deductions
Alimony paid to (Name):
Alimony paid to (Social Security Number):

	Amount
Alimony paid
Student Interest Paid
Health Savings Account Contributions
Archer Medical Savings Acct. Contributions

25. Education Expenses

	Student's Name	Type of Expense	Amount
1.
2.
3.
4.
5.
6.

26. Questions, Comments, & Other Information

Please share information about your residence:

	Your Answer:
Town
Village
City
County
School District
State

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

Signatures and Other Services
I am interested in these additional services. Please contact me for a consultation on these Additional Services offered:

1099 ServicesBookkeeping ServicesCredit Repair
Taxpayer

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Date

MonthDayYear
Date
Spouse

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Date

MonthDayYear
Date
Should be Empty:

	Yes	No
Married
Single
Widow(er)

	Yes*	No
1. Are you self-employed or do you receive hobby income?
2. Did you receive income from in your immediate family?
3. Did you receive rent from real estate or other property?
4. Did you receive income from gravel, timber, minerals, oil, gas, copyrights, patents?

	Yes	No
5. Did you withdraw or write checks from a mutual fund?
6. Do you have a foreign bank account, trust, or business?
7. Do you provide a home for or help support anyone not listed as one of your dependents?
8. Did you receive any correspondence from the IRS or State Department of Taxation?
9. Were there any births, deaths, marriages, divorces or adoptions in your immediate family?
10. Did you give a gift of more than $13,000 to one or more people?
11. Did you have any debts cancelled, forgiven, or refinanced?
12. Did you go through bankruptcy proceedings?

	Yes	No
13. (b) Was heat included?
14. Did you pay interest on a student loan for yourself, your spouse, or your dependent during the year?
15. Did you pay expenses for yourself, your spouse, or your dependent to attend classes beyond high school?
16. Did you have any children under the age of 19 or 19 to 23 year old students with unearned income of more than $950?
17. Did you purchase a new alternative technology vehicle or electric vehicle?
18. Did you install any energy property to your residence such as solar water heaters, generators or fuel cells or energy efficient improvements such as exterior doors or windows, insulation, heat pumps, furnaces, central air conditioners or water heaters?
19. Did you own $50,000 or more in foreign financial assets?

	Taxpayer - Yes	Taxpayer - No	Spouse - Yes	Spouse - No
Social Security Benefits
Railroad Retirement

Client Organizer

Client Payment Agreement

1. Personal Information

2. Dependents (Children & Others)

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

3. Wages, Salary Income

4. Interest Income

5. Dividend Income

6. Partnership, Trust, Estate Income

7. Property Sold

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

9. Pension, Annuity Income

10. Investments Sold

11. Other Income

12. Medical/Dental Expenses

13. Taxes Paid

You're halfway there! Keep going!

14. Interest Expense

15. Casualty/Theft Loss

16. Charitable Contributions

17. Child & Other Dependent Care Expenses

18. Job-Related Moving Expenses

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

20. Investment-Related Expenses

21. Business Mileage

22. Business Travel

23. Estimated Tax Paid

24. Other Deductions

25. Education Expenses

26. Questions, Comments, & Other Information

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

27. Direct Deposit of Refund or Savings Bond Purchases

Account 1

Account 2

Account 3

Signatures and Other Services

	Yes	No
Blind
Disabled
Want to donate to Pres. Campaign Fund

	Yes	No
Blind
Disabled
Want to donate to Pres. Campaign Fund

	Plan Trustee	Reason for Withdrawal	Reinvested	Didn't Reinvest
1.
2.
3.
4.

	Payer	Reason for Withdrawal	Reinvested?	Didn't Reinvest
1.
2.
3.
4.