2025 New Client Organizer
Taxpayer Name
*
First Name
Last Name
Taxpayer Date of Birth
Enter an Email Address if you would like a Confirmation Email after Submission of this Organizer
example@example.com
Spouse Name
First Name
Last Name
Spouse Date of Birth
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Tax Organizer Checklist Responses and Notes
Please list all Federal, State and City 2025 Estimated Payments made:
Rows
Paid to: IRS/State/City
Date
Amount
1
2
3
4
5
6
7
8
9
10
11
12
Please note any documents used to prepare your 2024 return that should no longer be present for 2025 (ex. you no longer work for company W so there will be no W2 for company W going forward):
New for 2025
Information for Additional Deductions
Are you (or your spouse) a W2 Employee who earned overtime pay in 2025?
yes
no
Did you (or your spouse) earn tips in 2025?
yes
no
Did you (or your spouse) purchase a NEW vehicle with a loan and pay interest in 2025 on a qualified vehicle assembled in the United States? [Please note that this does not include leased vehicles, purchases of used vehicles, or those not assembled in the US]
yes
no
Yes/No Questions
Personal Information
Did your Marital Status Change during the year?
yes
no
If yes, explain:
Did you live separately from your spouse during the last six months of the year?
yes
no
Do you have a separation or divorce decree, instrument, or agreement and are not living in the same household by the end of the last year?
yes
no
Was your home in the US for more than 6 months last year?
yes
no
Did your address change from last year?
yes
no
Can you be claimed as a dependent by another taxpayer?
yes
no
Did you receive an Identity Protection PIN (IP PIN) from the IRS or have you been a victim of identity theft? If yes, attach the IRS letter.
yes
no
Did you reside in or operate a business in a Federally or State declared disaster area? The Federally or State declared areas include victims of hurricanes, tropical storms, floods, as well as wildfires.
yes
no
Have you ever lived in a country other than the United States?
yes
no
Do you now, or have you ever, held a US Visa or Green Card?
yes
no
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Yes/No Questions
Dependents
Do you have dependents for 2025?
yes
no (skip this section)
List Dependents
Rows
Full Name
Date of Birth
Note if Student or Disabled
Dependent #1
Dependent #2
Dependent #3
Dependent #4
Were there any changes in dependents from the prior year?
yes
no
If yes, please explain:
Did your child(ren) live with you for more than 6 months?
yes
no
Can anyone else claim your child(ren) as dependent(s)?
yes
no
custody agreement in place for 2025
other
If you are divorced or spearated with shared custody, do you have Form 8332 or a similar form to claim the child(ren)?
yes
no
not applicable
If one of the parents is not living with the child(ren), please explain the circumstances.
Did you (and your spouse) provide more than 1/2 of the support for your dependent(s)?
yes
no
Did your child(ren) provide more than 1/2 of their own support?
yes
no
Are any of your dependents married?
yes
no
If so, please identify them here:
Have you ever received a letter from the IRS stating that you cannot claim your child(ren)?
yes
no
If the IRS asked you to provide information to show relationship and proof that your dependent(s) lived with you, are you able to provide documentation? (ex: birth certificate, school records)
yes
no
Is your child permanently and totally disabled?
yes
no
Do you have any children under age 19 or a full time student under age 24 with UNEARNED income in excess of $2,700? Examples of UNEARNED income include investments and pensions. Income reported on a W2 is EARNED income.
yes
no
Do you have dependents who must file a tax return?
yes
no
Did you provide over half the support for any other person(s) other than your dependent children during the year?
yes
no
Did you pay for child care while you worked, looked for work, or while a full-time student?
yes
no
Is there any other person(s) who lived with you more than half the year but not claimed by you last year?
yes
no
Did you pay any expenses related to the adoption of a child during the year?
yes
no
Did any dependents receive an Identity Protection PIN (IP PIN) from the IRS or have they been a victim of identity theft? If yes, please include the IRS letter with your tax documents.
yes
no
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Yes/No Questions
Purchases, Sales & Debts
Did you start a new business or purchase rental property during the year?
yes
no
Did you sell, exchange or purchase any assets used in your trade or business?
yes
no
Did you acquire a new or additional interest in a partnership or S corporation?
yes
no
Did you sell, exchange or purchase any real estate during the year?
yes
no
Did you foreclose or abandon a principal residence or real property during the year?
yes
no
Did you acquire or dispose of any stock during the year?
yes
no
Did you refinance or take out a home equity loan?
yes
no
Did you sell an existing business, rental or other property?
yes
no
Did you have any debts canceled or forgiven during the year, such as a home mortgage or student loan?
yes
no
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Yes/No Questions
Income
Did you have any foreign income to pay any foreign taxes during the year directly or indirectly (investment accounts, partnerships or foreign employer)?
yes
no
Did you receive any income from property sold PRIOR to 2025?
yes
no
Did you receive any unemployment benefits during the year?
yes
no
Did you receive any disability income during the year?
yes
no
Did you receive any Medicaid waiver payments during the year?
yes
no
Did you receive any tip income not reported to your employer during the year?
yes
no
Did you receive any awards, prizes, hobby income, gambling or lottery winnings?
yes
no
Did you receive any income reported on forms 1099-NEC, 1099-MISC, 1099-K or statements from a gig economy work such as a rideshare or delivery job?
yes
no
Did you have any sales or other exchanges of digital assets (including from an airdrop or hard fork, or used digital assets to pay for goods or services?
yes
no
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Yes/No Questions
Education Information
Did you or any member of your tax household attend post-secondary school in 2025, contribute to education savings plans or pay student loans?
yes
no (skip this section)
Did you, your spouse, or your dependents attend a post-secondary school during the year, or plan to attend one in the coming year?
yes
no
Did you have any educational expenses during the year on behalf of yourself, your spouse or a dependent?
yes
no
Did anyone in your family receive a scholarship of any kind during the year?
yes
no
If yes, were any of the funds used for expenses other than tuition, such as room and board?
yes
no
Did you make withdrawals from an education savings or 529 Plan account?
yes
no
If yes, were any of these withdrawals rolled over into an ABLE (Achieving a Better Life Experience) account?
yes
no
Did you make any contributions to an education savings for 529 account?
yes
no
Did you pay any student loan interest this year?
yes
no
Did you cash an Series EE or I US Savings bonds issued after 1989?
yes
no
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Yes/No Questions
Health Care Information
Do you have qualifying health care coverage, such as employer-sponsored coverage or government-sponsored coverage (i.e. Medicare/Medicaid) for your family?
yes
no
Did you enroll for lower cost Marketplace Coverage through healthcare.gov (or your state marketplace) under the Affordable Care Act?
yes
no
Did you enroll for lower cost Marketplace Coverage through healthcare.gov and share a policy with anyone who is not included in your family?
yes
no
Did you make any contributions to a Health Savings Account (HSA) or Archer MSA?
yes
no
Did you receive any distributions from a Health Savings Account (HSA), Archer MSA, or Medicare Advantage MSA this year?
yes
no
Did you pay long-term care premiums for yourself or your family?
yes
no
Did you make any contributions to an ABLE (Achieving a Better Life Experience) account?
yes
no
Did you receive any withdrawals from an ABLE account?
yes
no
If you are a business owner, did you pay health insurance premiums for your employees this year?
yes
no
Did you receive any Health Coverage Tax Credit (HCTC) Advance payments?
yes
no
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Yes/No Questions
Itemized Deduction Information
Did you incur a casualty or theft loss or any condemnation awards during the year?
yes
no
If yes, did the loss occur in a Federally or State declared disaster area?
yes
no
Did you pay out of pocket medical expenses (co-pays, prescription drugs etc) totaling more than $5,000? If yes, please provide a summary, keep the receipts for your records.
yes
no
Did you make any cash or noncash contributions (clothes, furniture etc)? If yes, please provide a summary. Keep the receipts for your records.
yes
no
Did you donate a vehicle or boat during the year?
yes
no
Did you pay real estate taxes for your primary home and/or second home?
yes
no
Did you pay any mortgage interest on an existing home loan?
yes
no
Did you incur interest expenses associated with any investment accounts you held?
yes
no
Did you make any major purchases during the year (cars, boats etc)?
yes
no
Did you make any out-of-state purchases for which the seller did not collect state sales or use tax?
yes
no
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Yes/No Questions
Miscellaneous Information
Did you make gifts of more than $19,000 to any individual?
yes
no
Did you utilize an area of your home exclusively for business purposes?
yes
no
Did you engage in any bartering transactions?
yes
no
Did you retire or change jobs?
yes
no
Did you incur moving costs because of a permanent change of station as a member of the Armed Forces on active duty?
yes
no
Did you pay any individual as a household employee this year?
yes
no
Did you make energy efficient improvements to your main home this year?
yes
no
Did you receive a distribution from, or were you a grantor or transferor for a foreign trust?
yes
no
Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account or brokerage account located in a foreign country?
yes
no
Did you receive correspondence from the IRS or state? If yes, include a copy with your tax documents.
yes
no
Do you have previous years of tax returns that are either unfiled or filed with unpaid balances due?
yes
no
Do you want to designate $3 to the Presidential Election Campaign Fund? If you check yes, it will not change your tax or reduce your refund.
yes
no
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Notes
Include any notes that you would like your tax professional to have here:
Most "Yes" answers in this organizer require additional information and/or documents. Please be sure to include any notes here, and send any relevant forms with your tax documents.
Submit
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