1040 Client Organizer
Please complete this form to provide the necessary information for your tax preparation. Upload required documents and answer all questions accurately. If you have any questions, please feel free to email me at luis.cordon@cordonaccounting.com.
Are you an existing client?
*
Yes - Existing Client
No - New Client
Personal Information
Full Name
*
First Name
Middle Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Phone Number
*
Please enter a valid phone number.
Format: 000-000-0000.
Email Address
*
example@example.com
2025 Tax Year Residential Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Additional personal information or notes (if applicable)
Use this space to note name changes, residency changes, or anything that may affect how your return is filed.
Upload Proof of Identification (e.g., driver's license, state ID)
*
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Upload Social Security Card (only for new clients)
*
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Filing Information
Do you have a spouse for tax purposes?
*
Please Select
Yes
No
A spouse for tax purposes generally means you are legally married under state law as of December 31 of the tax year, even if you lived apart.
Spouse Full Name
*
First Name
Middle Name
Last Name
Spouse Date of Birth
*
-
Month
-
Day
Year
Date
Spouse Social Security Number
*
Spouse Phone Number
*
Please enter a valid phone number.
Format: 000-000-0000.
Spouse Email Address
*
example@example.com
Spouse Address
*
Please Select
Same as Taxpayer
Different Address
Spouse Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Additional spouse information or notes (if applicable)
Use this space to note separation, different living arrangements, name changes, or anything that may affect filing status or credit eligibility.
Upload Spouse's Proof of Identification (e.g., driver's license, state ID)
*
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Upload Spouse's Proof of Residency (e.g., utility bill, driver's license, any documentation that supports spouses address's existence)
*
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Upload Spouse's Social Security Card (only for new clients)
*
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Filing Status
*
Please Select
Single
Married Filed Jointly
Married Filed Separately
Head of Household
Qualifying Widow(er)
Did you file a tax return last year?
*
Yes
No
Please upload your previous year's tax return.
*
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Dependents Information
Do you have dependents?
*
Yes
No
List your dependents and their relationship to you.
*
Upload Dependent(s) Social Security Card (if they have one)
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Income Information
Select all sources of income you received this year.
*
Wages (W-2)
Self-Employment Income (1099/Schedule C)
Unemployment Benefits (1099-G)
Interest/Dividends (1099-INT/1099-DIV)
Retirement Income
Social Security Benefits
Other
Upload income documents (W-2, 1099, etc.)
*
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of
Expenses and Deductions
Select deductible expenses you had this year.
Medical Expenses
Charitable Contributions
Mortgage Interest
Property Taxes
Student Loan Interest
Childcare Expenses
Educational Expenses
Other
Upload documentation for deductible expenses.
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Education Information
Did you or any dependents pay for higher education (college, university, etc.) this year?
Yes
No
Upload education-related documents (e.g., 1098-T)
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Additional Information
Examples of other income sources include 1099R, any Schedule C documentation, self-employment income from CashApp, Apple Pay, Venmo, etc.
Upload Other Information Documents
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Preferred Method of Contact
*
Please Select
Phone
Email
Text Message
Is there any other information you would like to share with us?
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