2025 Individual Tax Organizer

  • 2025 Individual Tax Organizer

  • Only show the bare minimum required fields:*
  • Acknowledgment: By choosing the bare minimum option, I confirm that there are no material changes from the previous year for tax purposes. I understand my accountant will assume no changes to items such as address, contact information, filing status, banking information, etc. Selecting this option may increase the likelihood of follow-up questions or missing important details.*
  • Did your marital or filing status change in 2025:*
  • What should your filing status be for 2025?*
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  • Has your telephone number or email changed from last year?*
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  • Did your address change in 2025:

  • Direct Deposit Information

  • The IRS will no longer mail paper tax refund checks. Please indicate how would you like to handle a tax refund (if applicable)?*
  • Would you like to use the same banking information that we have on file from last year? (Note: if you had issues with your direct deposit last year, please select "No" and provide updated banking information).
  • Checking/Savings:

  • Dependent Information

  • Do you have any children and/or other dependents?
  • Do you have any new dependents to claim for 2025 (e.g., birth or adoption)? Select NO if nothing has changed. Select YES if you are a new client or have new dependents.
  • If you had a baby in 2025, do you want to enroll them in the Trump Account program (the new federal savings account for eligible children)? You can learn more here: https://www.irs.gov/trumpaccounts
  • Did you pay for child care while you worked, looked for work, or while a full-time student? Please attach Provider's name, EIN/SSN, address and amount paid.
  • Dependent Information. Check all that apply:

  • New OBBBA Deductions/Exclusions

  • Did you earn overtime pay in 2025 that was above your regular hourly rate?
  • Did you receive tip income in 2025 in a job that is customarily tipped?
  • Did you purchase a new vehicle in 2025 that was financed with an auto loan?
  • Was the vehicle’s final assembly in the United States? (You can confirm this using the window sticker/Monroney label or a VIN decoder.)

  • Individual Retirement Account (IRA) Contributions

    (not through employer)
  • IRA Retirement Contributions:

  • Itemized Deduction Information

  • Itemized Deductions (select if "Yes"):
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  • Health Care Information

  • Health Care Information (select if "Yes"):

  • Education

  • Did you or a dependent incur education expenses in 2025?
  • Education Information (select if "Yes"):

  • Foreign Financials

  • Foreign Financials (select if "Yes"):

  • Miscellaneous Information

  • Did you sell, exchange, receive (via airdrop or hard fork), or use virtual currency to pay for goods or services in 2025?*
  • Miscellaneous Information (select if "Yes"):

  • Estimated Taxes

  • Did you make quarterly estimated tax payments for the 2025 tax year?*
  • Rows
  • Browse Files
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  • Acknowledgements*

  • Businesses

  • Are you self-employed or do you own a business?*

  • BUSINESSES:

    If you are self-employed or own a business, you must complete our Business Organizer.

  • Do you own a rental?

  • Acknowledgement & Signature

  • To the best of my knowledge the information enclosed in this client tax organizer is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have adequate records to substantiate in the event of an audit. I allow PorterKinney, PC to capture my sensitive data including but not limited to IDs, Social Security Number (SSN), tax forms, and other information.

     

  • Date Signed*
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  • Date Signed
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  • Should be Empty: