2024-Client-Organizer-Personal

2024 Individual Tax Organizer
Provide Taxpayer Information
First Name*     Middle Name   Last Name
SSN/ITIN*
Date of Birth*
Street Address*
City*   State*   Zip*
Phone Number*
Occupation*
ID Number*     ID Issue Date*   ID Expiration Date*
File Upload

Upload a picture of Taxpayer Driver License
Cancelof
Provide Spouse Information
First Name   Middle name   Last Name
SSN/ITIN
Date of Birth
Street Address
City   State   Zip
Phone Number
Occupation
ID Type      ID Issue Date    ID Expiration Date
File Upload

Upload a picture of Spouse Driver License
Cancelof

Depedent Information

	First Name	Middle Initial	Last Name	Date of Birth	Relationship	Months in Home	Child Care Expenses Paid*
Dependent 1
Dependent 2
Dependent 3
Depedent 4
Dependent 5
Dependent 6
Dependent 7
Dependent 8

Please add Child Care Provider #1 Information:
Company Name
Provider First Name   Provider Last Name
Street Address   Address Line 2
City   State   Zip
Phone Number
SSN/EIN #            Amount Paid in 2024
Child First Name   Child Last Name
Please add Child Care Provider #2 Information:
Company Name
Provider First Name   Provider Last Name
Street Address   Address Line 2
City   State   Zip
Phone Number
SSN/EIN #      Amount Paid in 2024
Child First Name   Child Last Name
Filing Status for 2024

SingleMarried Filing JointlyMarried Filing SeperatelyHead of HouseholdWidowed/Qualified Surviving Spouse
Select all that apply to 2024

Legally BlindPermanently and Totally DsiabledClaimed as dependent on another tax returnFull-Time StudentDesignate $3 to the presidentla Election Campaign FundSpouse is not filing a tax return(MFS)Spouse had no income (MFS)None of These ApplyOther
Refund Preference

Direct DepositPaper CheckApply to 2025 Estimated TaxOther
Balance Due Preference

Do you want the IRS to draft your bank account, if you have a balance dueDo you want to mail a check to the IRS or State for payment of balance due?Do you want the IRS to draft your bank account, for estimated tax payments in 2025?Do you want to submit a payment online at the IRS or State website for the balance due?Other
Provide Banking Information for Direct Deposit and/or Electrontic Tax Payments
Financial Institution Name*
Routing Number*
Account Number*
Financial Institution Account Type

CheckingPersonalSavingsBusinessIRANon USOther
2024 Life Events: Select all that apply to 2024

None of these ApplyMarital Status ChangedTaxpayer, spouse, or a received an identity PIN (IP PIN) from the IRSTaxpayer, spouse, or a dependent changed their name with SSAHad a baby or adopted a childReceived notice or letter from the IRS or state revenue agencyMember of the Armed ForcesFirst time filing a tax returnTaxpayer, spouse, or a dependent passed away during the yearOther
2024 Financial Events: Select all that apply to 2024

None of these ApplyBought, sold, or refinanced a home or rental propertyConverted or rolled over any retirement accountsIncurred property damage or theft caused by a federally declared disasterReceived, sold, exchanged, gifted or otherwise disposed of a digital asset(Crypto Currency etc)Had a financial interest in or signature authority over a foreign account or trustGifted more than $18,000 total to one or more individual(s)Combined value of foreign account(s) exceed $10,000Purchased health insurance through the Marketplace or a public exchangeHad health insurance coverage for the entire year (CA, DC, MA, NJ and RI only)Other
2024 Income Sources: Select all that apply to 2024

None of these ApplyEmployment W-2Social Security SSA-1099Retirement Distribution 1099-RSelf Employment 1099-NEC or 1099-KInterest Income 1099-INTState or Local Tax Refund 1099-GDividends 1099-DIVUnemployment Compensation 1099-GSold Stocks or Investments 1099-BCancelled Debt 1099-CPartnerhip Income K-1Rent 1099-MISCS Corporation Income K-1Royalties 1099-MISCEstate or Trust K-1ESA or 529 Distribution 1099-QGambling W-2GHSA or MSA Distribution 1099-SAFarmingOther
2024 Adjustments and Credits: Select all that apply to 2024

None of these ApplyEnergy Efficient Home improvmentsHigher Education ExpenseArmed Forces moving expensesChild or Dependent Care ExpenseHSA ContributionsIRA ContributionsStudent Loan InterestPlug-in electric vehicle purchaseAdoption ExpensesAlimony PaidEducator ExpenseHousehold employee expensesOther
2024 Earned Income Credit, Child Tax Credit and Head of Household: Select all that apply to 2024

None of these ApplyWere you a citizen of the US or resident alien for all of 2024?Are the depedents claimed on your tax return depedent(s)?Did any depedent(s) file a joint tax return with another person for 2024?Did dependent(s) live with you in the US for more than half of 2024?Do you believe dependents(s) could also meet qualifications to be a qualifying child of another tax filer?Did the dependent(s) a US Citizen, US national or a US resident alien(Child Tax Credit)?Can you provide documentation to prove the answers listed in this box?Are you, the taxpayer, unmarried on 12/31/2024 and do you provide more than half of the cost of keeping up a home for the year for a qualifying person?Have you ever had any of these credits disallowed or reduced in the past?Other
Definition:

A dependent is defined as your: son, daughter, step-child, foster child, or a descendant of any of them (ie. grandchild), or your brother, sister, half-brother, half-sister, step-brother, step-sister, or a descendant of any of them. (ie. niece or nephew) or child placed with you for adoption or other court appointed reasons.
2024 Itemized Deductions: Mortgage Interest:
Interest Primary Home
Interest Second Home
Interest Other
2024 Itemized Deductions: Medical Expense:
Medical Expense
Medical Insurance Premiums
Dental Expense
Prescriptions Expense
Other Medical Expense
LongTerm Care Premium Taxpayer
LongTerm Care Premium Spouse
2024 Itemized Deductions: State and Local Taxes Paid:
Real Estate Taxes #1
Real Estate Taxes # 2
Car Registration #1
Car Registration #2
Taxes Paid - Other
Car/Vehicle Purchase Sales Tax #1
Car/Vehicle Purchase Sales Tax #2          Car/Vehicle Purchase Sales Tax #2
2024 Itemized Deductions: Charitable:
Total Cash Charitable Paid
Total NonCash Charitable Paid
Charitable Mileage
2024 Itemized Deductions: Other Miscellaneous:
Investment Expenses
Tax Preparation fees
Union Dues
Lawyer Fees
Post Office Box Rental
Gambling Income
Gambling Expense
2024 Home Office:
Square Foot of Office
Square Footage of Entire Home
Homeowners Insurance
Rent
Repairs and Maintenance
Utilties
Internet
Real Estate Taxes
Mortgage Interest

Did you make estimated tax payments in 2024?

	Federal Amount Paid	Date Federal Paid	State Amount Paid	Date State Paid	State Pass Through Entity Tax (PTET)	Date PTET Paid
1st Quarter (April 15)
2nd Quarter (June 15)
3rd Quarter (September 15)
4th Quarter (January 15 '25)

Schedule C - Business Income and Expense
2024 Business Vehicle Expense: Mileage and Expense:
Business Miles 2024
Total Miles 2024
Car Registration Cost 2024
Gas Expense 2024
Repairs and Maintenance 2024
Auto Insurance 2024
Parking and Tolls 2024
Schedule E - Rental Real Estate Income and Expense
2024 Rental Home Income and Expense:
Total 2024 Rent Received
Total 2024 Property Taxes
Total 2024 Homeowners Insurance
Total 2024 Repairs and Maintenance
Total Other Expense #1 2024
Total Other Expense # 2 2024
Setup a meeting or consultation with us!
Signature

Clear
Should be Empty:

2024 Individual Tax Organizer

Definition: