• Tax Organizer

    Tax Organizer

  • As we value our clients' privacy, the online Tax Organizer is encrypted when you submit it to us. Therefore, there is no save or continue later option and it will time out if idle too long. Prior to starting, we encourage you to review our printable version (available on our website) to see what information you may need to gather first. We encourage you to allow for 10-15 consecutive minutes to complete this form.

  • How did you hear about us? Please check all that apply.*
  • How will you submit your tax forms and documents to us? Check all applicable.*
  • After e-filing, send copy of return for my records via*

  • General Information

    Privacy is a priority; information is not sold or shared.
  • Check all that apply for the tax year. Please make note of any additional forms you may need to complete and submit to us. Additional forms or organizers needed are found on our website, www.crewtaxes.com*
  • Filing Status. Generally, your filing status is based on your marital status on the last day of the year.*

  • You can claim Qualifying Surviving Spouse - if your spouse died during the past 2 years and you have a dependent child.

  • You can claim Head of household if you’re single and you paid more than half of your living expenses for yourself and a qualifying dependent.

  • Taxpayer Information

  • Date of Birth*
     / /
  • Format: (000) 000-0000.
  •  -

  • Taxpayer Identification

  • Identification*
  • Did you reside in CA, NJ, NY or OH during the tax year?*
  • Did we prepare your tax return last year?*
  • Issue Date*
     / /
  • Expiration Date*
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  • Taxpayer has an IRS IP PIN (Identity Protection PIN from IRS)? This is a 6-digit number assigned to eligible taxpayers, each calendar year, to help prevent the misuse of their Social Security number on fraudulent federal income tax returns.*

  • Filing Address

    For IRS residency purposes, several factors must be considered in determining your state of residency; However, no single item (driver's license, voter registration, mailing address for bank accounts, etc.) will determine your residency.
  • Is the above address new or different from last year's tax return?*
  • I have a mailing address that is different from my filing address.*

  • Spouse

  • Spouse's Date of Birth*
     - -
  •  -

  • Spouse Identification

  • Spouse's Identification*
  • Did your spouse reside in CA, NJ, NY or OH during the tax year?*
  • Did we prepare your spouse's tax return last year?*
  • Issue Date*
     / /
  • Expiration Date*
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  • Spouse has an IRS IP PIN (Identity Protection PIN from IRS)? This is a 6-digit number assigned to eligible taxpayers, each calendar year, to help prevent the misuse of their Social Security number on fraudulent federal income tax returns.*

  • Dependents

  • Dependents?

  • Wages and Compensation

  • Check and submit all applicable forms received electronically or by mail.*
  • Alimony - was divorce granted prior to or by December 31, 2018?
  • Date of divorce
     - -

  • Healthcare Forms

  • Which form(s) do you have Health Insurance for the tax year?*

  • Submit Form 1095-A.

  • Neither of these forms need to be submitted; however, retain them with your tax records.

  • Did you reside in Massachusetts at any time during the tax year?*

  • Additional Tax Forms & Documents

  • Check and submit all applicable forms received electronically or by mail.*

  • IRA Contributions

    Other than Payroll Deduction
  • Did you (and/or your spouse) reside in more than one state during the tax year?*
  • Did you make Additional Estimated Tax Payments? These payments would have been paid directly to the IRS or the State; and not withheld from payroll?*

  • Childcare/Daycare Costs - Tax ID Number is required for credit.

    Child must be under 13 years old to qualify; exception applies for qualifying adult.
  • I have childcare/daycare costs & will submit appropriate invoices/receipts. Document(s) must have each child's name, provider's name, provider's full address, Tax ID number and amount paid for each child.*

  • Education Tax Forms

  • Submit applicable forms.

  • Medical Expenses

    Do not include medical expenses reimbursed by others; paid with pretax dollars or claimed elsewhere on your return. Medical expenses must exceed 7.5% of your Adjusted Gross Income. Retain all receipts with your tax records.
  • Do you meet the conditions above for medical expenses?*

  • Sales Tax

  • Do you live in a state with Sales Tax? For taxpayers in states with income tax, we will use either your state income tax or the preset sales tax amount, whichever is higher.*
  • Did you purchase a vehicle, boat, RV or other large purchase? We will add the additional sales tax tp the preset amount for these purchases.*

  • Other Taxes Paid

    If applicable
  • Select all applicable:*

  • Charitable Contributions

    Taxpayers must keep a record of all cash contributions. Examples are cancelled checks, a bank copy of a cancelled check, a bank statement containing the name of the charity with date and amount or a receipt from the charity with the date and amount of contribution. These receipts must be retained with your tax records.
  • I have charitable contributions to report.*

  • Federally Declared Disaster Losses

    .e., Hurricane Helene, Houston Derecho, Earthquake, Windstorm, Tornado, Palisades Wildfire
  • Did you have any loss due to a Federally Declared Disaster?*

  • Tax Credits

    ** Residential Energy Efficiency Improvements are Energy Star rated items that include exterior windows/doors, water heaters, HVAC and insulation.
  • Check applicable Tax Credits and submit receipts*

  • Notes/Comments for the Tax Preparer

  • Direct Deposit/Payment Information

  • Will you be using the same bank account as last year for direct deposit?*

  • Tax Preparation Fees and Filing Your Return

    Tax preparation fees are due at the time of filing. For e-filing, we will complete IRS Form 8879 Electronic Filing Authorization form your signature.
  • Which payment option are you tentatively planning to utilize for your tax preparation invoice?*

  • Privacy

  • Verification

  • Date*
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  • Referral Program

    Get $20 off your fees when you refer a new client to us! (Maximum credit $60)
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