2026 Returning Client Tax Organizer

  • 2026 Returning Client Tax Organizer

  • Thank you so much for choosing to work with me on your taxes! Please complete this questionnaire before I begin work on your return.

    If you would rather go through this with me live, feel free to schedule a call!

    Please note: You will need to fill the whole form out at once, you will not be able to save your answers and return later.

  • Is your basic personal information the same as the last year I prepared your tax return? (Name, address, email, phone, occupation)*

  • Please complete the personal information fields to ensure I have your most up-to-date information.

  • 1. Personal Information

  • Format: (000) 000-0000.
  • Check if you are:
  • Marital Status*
  • Is your spouse's basic information the same as last year?
  • Is your spouse's basic information the same as last year? (Name, DOB, SSN)

  • Please complete the spouse information fields to ensure I have the most up-to-date information.

  • Spouse Date of Birth
     - -
  • Format: (000) 000-0000.
  • Check if spouse is:
  • 2. Do you have any dependents?*
  • Is your dependent information the same as last year?*

  • Great! I just need to know a few things about your dependents for 2025.

  • Dependent 1:

  • Date of Birth
     - -
  • Check if dependent is:
  • Did this dependent pay for more than 50% of their own support? This includes basic life necessities like food, lodging, transportation, healthcare, clothing, education, etc.*
  • Could anyone else claim this dependent on their tax return?*

  • Dependent 2:

  • Date of Birth
     - -
  • Check if dependent is:
  • Did this dependent pay for more than 50% of their own support? This includes basic life necessities like food, lodging, transportation, healthcare, clothing, education, etc.*
  • Could anyone else claim this dependent on their tax return?*

  • Dependent 3:

  • Date of Birth
     - -
  • Check if dependent is:
  • Did this dependent pay for more than 50% of their own support? This includes basic life necessities like food, lodging, transportation, healthcare, clothing, education, etc.*
  • Could anyone else claim this dependent on their tax return?*

  • Dependent 4:

  • Date of Birth
     - -
  • Check if dependent is:
  • Did this dependent pay for more than 50% of their own support? This includes basic life necessities like food, lodging, transportation, healthcare, clothing, education, etc.*
  • Could anyone else claim this dependent on their tax return?*

  • If you have more than 4 dependents, please upload a document to the portal with the relevant information for the remaining dependents.

  • 3. Income

    Please select all that apply and upload relevant documents to the portal.
  • What types of income did you have in 2025?*

  • 4. Deductions and Credits

    Please select all that apply and upload relevant documents to the portal
  • Do you have any of the following deductions/credits for 2025?:
  • Do you have any of these itemized deductions?:
  • Do you expect that your itemized deductions in the section above will add up to more than your standard deduction of $15,750 for single filers, $23,625 for head of household, or $31,500 for married filing jointly?

  • Please upload all applicable documents and receipts to the portal and I will assess which deduction will be better for you.

  • Do you have expenses related to self-employment income?*

  • Please upload to the portal your income and expenses related to your self-employment. Maybe you track this on an excel spreadsheet, a note on your phone, a piece of paper, a bank statement, or a pile of receipts -- I can handle any way you choose to upload! Just keep in mind the more organized your documents are, the less time it takes me to go through it. 

    Preferred format: excel spreadsheet or google sheet link, even better if you use my template: Business income/expense tracker template

    Not sure what deductions you can even take? Check out this guide for general self employment deductions: General Deductions or this guide specific to performer/artist deductions: Performing Artist Deductions

  • 5. Health Coverage

  • Did you and your spouse/dependents have health insurance for the entire year of 2025? (There are no federal tax penalties for not having health insurance, but there might be for your state)*
  • Did you purchase health insurance from the Marketplace?*

  • 6. Other Questions

  • Do any of these apply to you for 2025?
  • Did you sell/exchange/donate/gift/dispose of any digital assets (crypto, bitcoin, etc) in 2025?*
  • Did you pay any estimated quarterly taxes throughout the year?*
  • Would you like information about the tax impact of contributing to various retirement accounts?*

  • 7. Direct Deposit/Debit

  • If you are due a refund, would you like it directly deposited into your account?*
  • If you owe tax, would you like it directly debited from your account? (I will also re-confirm this with you before filing)*

  • Account Information

    Please provide the following account information:

  • All answers will be encrypted upon submission for your security.

    To learn how your data is used and protected, click here to view my privacy policy.

  • Did you pay a care provider to watch your dependent(s) while you worked or looked for work?*
  • Should be Empty: