Tax Client Organizer

Personal Tax Return Organizer
Message from HBW Tax Advisors

HBW Tax Advisors thanks you for choosing our firm to assist you with your professional service needs. We seek to act in the best interests of our clients at all times and provide the highest level of professional services.

In order to facilitate this, HBW Tax Advisors uses this online process to both gather any and all relevant data to properly complete your annual tax return.

Reviewing and Completing this Online Form.

The process to complete this form is simple. You simply need to enter your information within each required field. At the conclusion of this process you will required to upload documents such as W-2's, 1099's and other tax related forms.

Frequently Asked Questions

Why am I completing this form if I am already a client?

It is a best practice in our industry that all work undertaken is covered by an up-to-date and relevant engagement letter tax organizer – we always endeavor to operate at the highest standard of doing business. This online form ensure we an updated profile for you and relevant family members.

Maybe you changed back accounts and we don't have your new information. Perhaps your drivers license expired. Did you change jobs, sell a home, or add a dependent? All of these things can change from year-to-year and we need to confirm our records are accurate.

Is this online system safe?

Yes, our online forms are built on a secure platform that provides multiple layers of security protection. Those layers include 256 Bit SSL Encryption, password protection, General Data Protection Regulation compliance, California Consumer Privacy Act compliance, and SOC 2 compliance.

What are the next steps after submission?

Upon submission of this form our team will begin to review your information and start entering your data to submit your tax return. We will contact you prior to submitting your return and/or if we need additional information from you.

Kind regards,

HBW Tax Advisors
Phone: (866) 518-2599
Email: Info@HBWFinancialAdvisors.com
Website: www.myHBWadvisor.com

Personal Information

Taxpayer
Taxpayer Name
Date of Birth

MonthDayYear
Social Security Number
Driver's License (DL) or Govt ID #
DL Issue Date

MonthDayYear
DL Exp. Date

MonthDayYear
Preferred Contact Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Is This a Mobile Phone Number?
May We Text You At This Number?
Standard message and data rates may apply
Current Email Address
example@example.com
Primary Occupation
Are you Self-Employed?
What is your current marital status?
For the tax filing year pertaining to this intake form
Did your marital status changed during the tax year?
What was the date of death for your spouse?

MonthDayYear
Date
How will you be filing your taxes this year?
What was your previous marital status last year?
Has your legal name changed this year?
What is the effective date of this change?

MonthDayYear
Date
What was your previous legal name?
Do you have any children/dependants?
How many children/dependants do you have to claim?

Contact Information
Physical Address
Would you like to include a mailing address?
if different from your physical address
Mailing Address
What school district do you reside within?
Did you live in any other cities or states during the tax year associated with this form?
Please list those cities and states.

Spouse/Partner Information
Spouse/Partner Legal Name
Spouse/Partner Date of Birth

MonthDayYear
Spouse/Partner SSN
Spouse/Partner Driver's License (DL) or Govt ID #
Spouse / Partner DL Issue Date

MonthDayYear
Date
Spouse/ Partner DL Exp. Date

MonthDayYear
Date
Preferred Contact Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Is This a Mobile Phone Number?
May We Text You At This Number?
Standard message and data rates may apply
Current Email Address
example@example.com
Primary Occupation
Are you Self-Employed?

Child/Dependant Information

All fields must have an entry. Enter "0" or "N/A" if needed.
Child/Dependant # 1
Child/Dependant # 2
Child/Dependant # 3
Child/Dependant # 4
Child/Dependant # 5
Child/Dependant # 6
Child/Dependant # 7
Child/Dependant # 8

Itemized Deductions

This section is not required for everyone. Please read disclaimer.
DISCLAIMER

For the 2025 tax year (returns you file in 2026), the basic federal standard deduction amounts are:
- Single - $15,570
- Married filing separately - $15,750
- Married filing jointly - $31,500
- Qualified surviving spouse - $31,500
- Head of household - $23,625
The One Big Beautiful Bill introduced a separate $6,000 bonus deduction per eligible senior (65+) for 2025-2028, on top of the base and existing extra amounts. It phases out for modified adjusted gross incomes over $75,000 (single/head of household) or $150,000 (joint), reducing by 6% per dollar above the threshold.

You should have more than those amounts in order to itemize your exepenses.
Do you believe you qualify to itemized your deductions?
Medical Expenses: (Include costs for dependents. Do NOT include any expenses reimbursed by insurance or spent from an HSA.
Charitable Contributions (Reciepts will be needed)

Home / Primary Residence
Are you a US Citizen?
Residency Status
What is your country of residency?
Describe your primary living situation
This is for your primary residence
Did you sell a home during the tax year we are preparing for you?
Was this home your primary residence for the full time you owned it?
Details of property sold...
Do you have any rental properties?
This is an investment asset, not a primary residence.
How many rental propeties do you have?
Did you own Foreign Property (real property, investments)?

Credits & Deductions
Please indicate which credits and deduction related tax forms/events you will have for this years tax filing.

Other Areas

The following areas include Dependents, Health Insurance, Miscellaneous items.
Please indicate which items apply to you for this years tax filing.
Did you pay quarterly tax estimates to the IRS or your state agency?
Please indicate the date of each payment, amount, and agency (IRS or state) that made for this tax year.
example (IRS, 3/15, $2,441.00)

Self-Employment Information
Name of Buinsess
Primary activity/product/service
Is your business address the same as your home address?
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax ID Number / EIN (if applicable)
Accounting Method
Calendar year or fiscal year?
Please indicate the date range for your fiscal year.
Starting month to ending month
Did you make payments of $600+ to subcontractors, attorney's, accountants, directors, etc.?
Did you issue Form 1099-NEC for those payments?
If yes, you will need to submit copies.
Did you have any employees?
Copies of W2's will be needed.
Has the business reported any lossses in prior years?
Did you pay for your health/dental insurance?
Please provide the total premium amount paid this year.
SELF-EMPLOYMENT INCOME
SELF-EMPLOYMENT BUSINESS EXPENSES (list dollar amounts, place a zero in a field if there were no expenses in that catergory for the year)
IN-HOME OFFICE (expenses)
VEHICLE INFORMATION
VEHICLE MILEAGE
VEHICLE EXPENSES
Is this car available for personal use during off-duty hours?
Do you have any other cars available for personal use?
Did you purchase any depreciable assets during the year?
Be prepared to provide receipt showing the cost and purchase date.
Is there anything else you would like to tell us about your business for this tax year?

Rental Property Information
Did you make payments of $600+ to subcontractors, property managers, attorneys, accountants, etc.?
Did you issue Form 1099-NEC?
Copies will need to be submited.
Rental Property # 1
RENTAL PROPERTY #1 INCOME & EXPENSES (list dollar amounts)
Rental Property # 2
RENTAL PROPERTY #2 INCOME & EXPENSES (list dollar amounts)
Rental Property # 3
RENTAL PROPERTY #3 INCOME & EXPENSES (list dollar amounts)
Rental Property # 4
RENTAL PROPERTY #4 INCOME & EXPENSES (list dollar amounts)
Rental Property # 5
RENTAL PROPERTY #5 INCOME & EXPENSES (list dollar amounts)
Rental Property # 6
RENTAL PROPERTY #6 INCOME & EXPENSES (list dollar amounts)
VEHICLE INFORMATION
VEHICLE MILEAGE
VEHICLE EXPENSES

Document Uploads

Please upload the requested documents per your answers within this InTake form. If you do not have a PDF or image of the document requested, then please scan and upload a copy of your physical copies.
Voided Check Upload

In order to facilitate a direct deposit for your refund, please upload a picture of a voided check.
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Previous Year Tax Return

Unless specified by our team, this is last years completed tax return.
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Drivers License

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Income Related Forms
W-2 (Employed)

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1099-Misc (Rent/Royalties)

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1099-NEC (Self-Employed)

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1099-INT / 1099-DIV / 1099-B

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SSA-1099 (Social Security)

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1099-R (Retirement Plan)

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1099-G (Unemployment)

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1099-G (Prior State Refund)

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Do you have any additional notes or comments regarding your income taxes for us?
Other Tax Related Forms
1098-T (College Expenses)

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1098-E (Student Loan Interest)

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1098 (Mortgage Interest)

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K-1 (Interest in a Business)

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1095-B or C (Employer Healthcare)

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1095-A (State or Federal Healthcare)

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Closing Statement for Sale of a Home

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Depreciable Asset Receipts

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1099-NEC to Contractors

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Employee W-2's

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5498-SA (HSA Contribution)

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Anything Else...

Did we forget something? Do you have another document you want us to review? Please upload it here.
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Review
I declare that all information provided in this submission is complete and accurate. I also declare that I have supporting documents and receipts as required by the IRS or my state agency and that it is MY responsibility to keep these documents in case of IRS review for a minimum of 3 years from the date of this filing but understand 6-7 yeasr is recommended. I understand that HBW Tax Advisors is completing my return based on the information provided by myself. Providing we have your authorization on file to interact with the IRS or state agency, we will check for any missing tax forms that may be on file with IRS at the time.
Signature
Date

MonthDayYear
Date
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Personal Tax Return Organizer

Personal Tax Return Organizer

Personal Information

Contact Information

Spouse/Partner Information

Child/Dependant Information

Itemized Deductions

Home / Primary Residence

Income

Credits & Deductions

Other Areas

Self-Employment Information

Rental Property Information

Document Uploads

Income Related Forms

Other Tax Related Forms

Review