2025 Individual Client Organizer

  • 2025 Individual Client Organizer

  • Please complete the client organizer when you are confident you have all the necessary materials and information needed to enable us to prepare your income tax return.

     

    Please note that our address has changed to:

    3801 N. Causeway Boulevard

    Suite 207

    Metairie, LA 70002

     

    Estimated Time to Complete: 20 minutes

    You have the ability to save your work and complete at a later date by clicking the "Save" button at the bottom of each page.

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Personal Information

  • Did your marital status change during the year?
  • Could you be claimed as a dependent on another person's tax return?
  • Did your bank account information change within the last twelve months?

  • Dependents

  • Do you have any dependents?
  • Were there any changes in dependents?
  • Were any of your unmarried children who might be claimed as dependents 19 years of age or older (or 24 or older if a student) at the end of the year?
  • Did you have any children under age 19 or full-time students under age 24 at the end of the year, with interest and dividend income in excess of $1,350, or total investment income in excess of $2,700?
  • Were all dependents United States citizens?
  • Did all dependents live with you for over half of the year? (Time spent away at school counts as time living with you.)
  • Were any dependents children of divorced or separated parents?

  • Income

  • Did you receive any tip income in 2025? If so, please provide information from your employer regarding the amount of tip income included in your W-2 or compensation for the year.
  • Did you receive any overtime pay in 2025? If so, please provide information from your employer regarding the amount of overtime pay included in your W-2 or compensation for the year.
  • Did you receive any disability income?
  • Did you have any foreign income or pay any foreign taxes?

  • Purchases, Sales, and Debt

  • Did you start a business or farm, purchase rental or royalty property, or acquire an interest in a partnership, S corporation, trust, estate, or REMIC?
  • Did you purchase or dispose of any business assets (furniture, equipment, vehicles, real estate, etc.), or convert any personal assets to business use?
  • Did you buy or sell any stocks, bonds or other investment property?

  • Please provide us with a copy of all pages of all tax forms received from each investment company. Each page of a tax form may contain information important to the preparation of your return.

  • Did you purchase, sell, or refinance your principal home or second home, or did you take out a home equity loan? If you took out a home equity loan or cash-out refinance, what were the funds used for?

  • Please provide us with a copy of the settlement sheet from the sale, refinancing, and/or home equity loan along with your other tax information. We will also need the same documentation from the initial acquisition of the property.

     

    If HELOC/Cash-Out Refinannce funds were used to buy, build, or improve the home, please provide us with specifics and/or receipts.

  • Did you make any residential energy-efficient improvements or purchases involving solar, wind, geothermal or fuel cell energy sources?

  • Please provide details regarding each energy efficient property added to your property along with your other income tax information.

  • Did you purchase any new or used motor vehicle or boat?

  • Please provide a copy of the sales invoice containing the sales tax paid.

  • Did you have any debts canceled or forgiven?
  • Does anyone owe you money which has become uncollectible?

  • Retirement Plans

  • Did you receive a distribution from a retirement plan (401(k), IRA, SEP,SIMPLE, Qualified Plan, etc.)?
  • Did you directly transfer some or all of your retirement distributions to one or more charities?

  • Please provide the name(s) and amount(s) that were directly transferred from your retirement account(s) to each charity so that the taxable amount of your retirement distribution can be reduced accordingly. Please be certain to exclude any charitable contributions made from your retirement account(s) from the details of any charitable contributions made since they cannot be counted twice.

  • Did you make a contribution to a retirement plan (401(k), IRA, SEP, SIMPLE, Qualified Plan, etc.)?
  • Did you transfer or rollover any amount from one retirement plan to another retirement plan?
  • Did you convert part or all of your traditional, SEP, or SIMPLE IRA to a ROTH IRA?

  • Health Care Premium Assistance

  • Did you purchase your health insurance through the health insurance marketplace(healthcare.gov)?

  • If you purchased your health insurance through the health insurance marketplace (healthcare.gov), please provide a copy of Form(s) 1095-A (Health Insurance Marketplace Statement).

  • Education

  • Did you make any contributions to the LOUISIANA START SAVING PLAN (a Section 529 plan for education expenses of a designated beneficiary)?

  • Please include the letter received from the Louisiana START program in January along with your other tax information so that the Louisiana income tax deduction can be claimed. Be certain to list the name of each designated beneficiary alongside their account number and annual contribution on the back of the letter received. Each contribution must be accompanied by the designated beneficiary's name to claim the deduction.

  • Did you receive a distribution from an Education Savings Account or a Qualified Tuition Program?

  • Please include a copy of the Form 1099-Q issued reporting the distribution(s) with your tax materials.

  • Did you, your spouse, or a dependent incur any tuition expenses that are required to attend a college, university, or vocational school?

  • Please be sure to include details (separately by student) for these expenses along with a copy of any Forms 1098-T received from the educational institution(s) with your other income tax information.

  • Miscellaneous

  • Do you expect your 2026 taxable income and withholdings to be different from 2025?
  • Do you want to allocate $3 to the Presidential Election Campaign Fund?
  • Does your spouse (if applicable) want to allocate $3 to the Presidential Election Campaign Fund?
  • May the IRS discuss your tax return with Sharon Theriot Macke, CPA or William Thomas Macke, CPA?
  • Did you have an interest in or signature or other authority over a financial account in a foreign country, such as a bank account, securities account, or other financial account?
  • Did you receive a distribution from, or were you the grantor of, or transfer to, a foreign trust or did you have an interest in any foreign assets or accounts?
  • Was your home rented out or used for business?

  • Miscellaneous

  • Did you make any after tax contributions to a health savings account (HSA)?

  • Please include a copy of the Form 5498-SA provided to you by your HSA administrator with your tax materials. This form reports the HSA contributions made during the year to the Internal Revenue Service.

  • Did you receive any distributions from a health savings account (HSA) for qualified medical expenses in 2025?

  • Please include a copy of the 2025 Form 1099-SA provided to you by your HSA administrator with your tax materials. This form reports the HSA distributions made during the year to the Internal Revenue Service.

  • Were you a policyholder who received payments and/or benefits under a long-term care (LTC) insurance contract or received any accelerated death benefits from a life insurance policy?
  • Did you engage the service of any household employees that totaled $2,800 or more? (Household employees could include babysitters, care providers/nurses, housekeepers, nannies, yard workers, etc.)

  • Please provide the name, address, and Social Security Number of each person and the amount paid to him/her along with your other income tax information.

  • Were you notified or audited by either the Internal Revenue Service or a state taxing agency?

  • If you received any such correspondence, please include a copy with your other income tax information.

  • Have you ever received notice from the Internal Revenue Service that a credit you claimed on a prior return has been disallowed or reduced?
  • Did you or your spouse make any gifts to an individual that total more than $19,000, or any gifts to a trust?
  • Were you (or your spouse, if applicable) a victim of identity theft in the last twelve months?
  • Did you receive an Identity Protection Personal Identification Number (IP PIN) from the IRS?

  • Please provide the IRS notice which assigned you and your spouse (if applicable) PIN numbers. If assigned, the PIN number is required to electronically file an income tax return with the IRS.

  • Did you pay expenses for the care of children or other dependents under the age of 13 to enable you to work or look for work?

  • Louisiana Residents

  • Did you have any dependents attending Kindergarten through 12th grade?
  • Did you operate an electric or hybrid vehicle in Louisiana that was registered in or required to be registered in Louisiana?

  • Estimated Taxes, Tax Refunds, and/or Balances Due

  • Did you apply an overpayment of 2024 taxes to your 2025 estimated tax (instead of being refunded)?
  • Did you make any estimated tax payments for tax year 2025?
  • If you have an overpayment of 2025 taxes, how would you like to receive it?
  • If you have a balance due on your 2025 tax return(s), how would you like to pay it?

  • Payment for Tax Return Preparation Services

  • Upon completion of the preparation of your return, we will provide you with a copy of your invoice for payment. Payment can be made in a variety of ways. Select the preferred option below:

  • Preferred Return Copy Method

  • We will provide you with a copy of your completed 2025 income tax return(s) for retention in your files. Which of the following options would you prefer to receive this file copy of your income tax return(s):

  • Crypto-Currency/Digital Assets/Virtual Currency

  • At any time during the tax year did you receive (as a reward, award, or payment for property or services) or sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?

  • Be sure to include in your materials submitted to us any tax forms from crypto activity and/or gain loss reports.

  • Income

    Type(s) of income received
  • Select all that apply, even if you didn't receive a form:

  • If you have self employment or rental income be sure to select the fields above cooresponding to those types of income (even if you did not receive a tax form for the activites). It will reveal future pages to provide information specific to those activites that would otherwise be hidden.

  • Expenses

    Did you pay any of the following expenses?
  • Select all that apply

  • Adoption Expenses

  • Alimony paid

  •  - -

  • Educator Expenses

  • IRA or ROTH Contributions

  • Rows

  • Plug-in electric vehicle purchase

  • Rows

  • Self Employment Income (Schedule C)

  • Is the business address the same as the taxpayer's home address?

  • Be sure to complete the income and expenses portion of this form unless you submit financial information a different way to us (QuickBooks, Excel, etc.) or we handle your accounting.

  • Rows
  • Does the business make, buy, or sell products?
  • Rows
  • Rows
  • Did the business purchase any non-inventory assets that cost more than $2,500?
  • Did the business sell or otherwise dispose of any non-inventory assets?
  • Did you operate a vehicle for business purposes?
  • Rows
  • Did you use an area of your home regularly and exclusively for business?
  • Rows
  • Do you have additional self employment income different than this activity?

  • Self Employment Income (Schedule C) - Business 2

  • Is the business address the same as the taxpayer's home address?

  • Be sure to complete the income and expenses portion of this form unless you submit financial information a different way to us (QuickBooks, Excel, etc.) or we handle your accounting.

  • Rows
  • Does the business make, buy, or sell products?
  • Rows
  • Rows
  • Did the business purchase any non-inventory assets that cost more than $2,500?
  • Did the business sell or otherwise dispose of any non-inventory assets?
  • Did you operate a vehicle for business purposes?
  • Rows
  • Did you use an area of your home regularly and exclusively for business?
  • Rows
  • Do you have additional self employment income different than this activity?

  • Self Employment Income (Schedule C) - Business 3

  • Is the business address the same as the taxpayer's home address?

  • Be sure to complete the income and expenses portion of this form unless you submit financial information a different way to us (QuickBooks, Excel, etc.) or we handle your accounting.

  • Rows
  • Does the business make, buy, or sell products?
  • Rows
  • Rows
  • Did the business purchase any non-inventory assets that cost more than $2,500?
  • Did the business sell or otherwise dispose of any non-inventory assets?
  • Did you operate a vehicle for business purposes?
  • Rows
  • Did you use an area of your home regularly and exclusively for business?
  • Rows

  • This form only supports reporting for up to three businesses. If you have more than three businesses, please submit information for any additional businesses separately.

  • Rental Income

  • Type of Property

  • Be sure to complete the income and expenses portion of this form unless you submit financial information a different way to us (QuickBooks, Excel, etc.) or we handle your accounting.

  • Rows

  • Direct expenses include costs directly related to the upkeep of the property or the rental process.

    Indirect expenses include costs related to the rental of the property, but not directly tied to the property or the rental process.

  • Rows
  • Did you have additional rental income?

  • Rental Income - Property 2

  • Type of Property

  • Be sure to complete the income and expenses portion of this form unless you submit financial information a different way to us (QuickBooks, Excel, etc.) or we handle your accounting.

  • Rows

  • Direct expenses include costs directly related to the upkeep of the property or the rental process.

    Indirect expenses include costs related to the rental of the property, but not directly tied to the property or the rental process.

  • Rows
  • Did you have additional rental income?

  • Rental Income - Property 3

  • Type of Property

  • Be sure to complete the income and expenses portion of this form unless you submit financial information a different way to us (QuickBooks, Excel, etc.) or we handle your accounting.

  • Rows

  • Direct expenses include costs directly related to the upkeep of the property or the rental process.

    Indirect expenses include costs related to the rental of the property, but not directly tied to the property or the rental process.

  • Rows

  • This form only supports reporting for up to three rental properties. If you have more than three rental properties, please submit information for any additional rentals separately.

  • Deductions

    Did you pay any of the following expenses during 2025?
  • Rows
  • Rows
  • Rows

  • Comments

  • How will you be submitting your tax documents to us? Check all that apply. Please note that our address has changed to 3801 N. Causeway Blvd. Suite 207, Metairie, LA 70002.
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