Tax Organizer

After e-filing, send copy of return for my records via*

Secure portal (Client Xchange) - no feePick up in our officeUS Mail - fee applies
Preferred point of contact for your tax preparation*

Filing Status. Generally, your filing status is based on your marital status on the last day of the year.*

SINGLEMARRIED FILING JOINTLYMARRIED FILING SEPARATELYHEAD OF HOUSEHOLD
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
Full Name*

First NameMiddle InitialLast NameSuffix (ie, Jr, Sr, IV)
Social Security Number (SSN)*
If client last year, only last 5 digits are needed
Date of Birth*

MonthDayYear
Occupation*
Company *
E-mail*
Cellphone Number*

Taxpayer Identification
Identification*

Valid driver's licenseState identification cardI do not have a valid driver's license or state id card
Did you reside in CA, NJ, NY or OH during the tax year?*

Yes - Submit a copy of the front and back of your driver's license or state id card.No
Did we prepare your tax return last year?*

YesNo - Submit a copy of the front of your driver's license or state id card. CA & NY residents, submit back of license or card also.
State that issued your driver's license or state id card??*
Number*
Issue Date*

MonthDayYear
Expiration Date*

MonthDayYear
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.*

YesNo
Taxpayer's IRS IP PIN (Identity Protection PIN?

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.
Filing Address*

Street Address

Street Address Line 2

CityState

Zip CodeCountry
County of Residence*
If not a US address, please use N/A.
Is the above address new or different from last year's tax return?*

YesNo
Filing Address*
Street Address
City
State
Zip Code
Country
I have a mailing address that is different from my filing address.*

YesNo
Mailing Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Spouse
Spouse's Full Name*

First NameMiddle InitialLast NameSuffix
Spouse's SSN*
If client last year, only last 5 digits are needed
Spouse's Date of Birth*

MonthDayYear
Spouse's Occupation
E-mail*
example@example.com
Spouse's Cellphone Number*
Spouse Identification
Spouse's Identification*

Valid driver's licenseState identification cardI do not have a valid driver's license or state id card
Did your spouse reside in CA, NJ, NY or OH during the tax year?*

Yes - Submit a copy of the front. CA and NY; also submit the back of your driver's license or state id card.No
Did we prepare your spouse's tax return last year?*

YesNo - Submit a copy of the front and back of your spouse's driver's license or state id card.
State that issued the driver's license or state id card?*
Number*
Issue Date*

MonthDayYear
Expiration Date*

MonthDayYear
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.*

YesNo
Spouse's IRS IP PIN (Identity Protection PIN?*

Dependents
Dependents?

NoYes - New client or returning client (we did not prepare your tax return last yearYes - existing client WITH changesYes (existing client - NO changes from last year)
Number of Dependents?*
Dependent 1*
Dependent 2*
Dependent 3*
Dependent 4*
Dependent 5*
Dependent 6*

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

Form 1095-A (Marketplace Health Insurance)Form 1095-B and/or 1095-CI do not have any of the above health insurance forms.
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?*

Yes - submit MA 1099-HC (Massachusetts Health Care)No

Additional Tax Forms & Documents
Check and submit all applicable forms received electronically or by mail.*

1098 Mortgage InterestSold home - submit Disclosure or Settlement Document from closing documents5498-IRA - Roth, Traditional &/or Rollover IRAK-1 - Corporation, estate, trust, partnershipNone are applicable to me.
IRA Contributions

Other than Payroll Deduction
Taxpayer - Traditional
Taxpayer - Roth
Spouse - Traditional
Spouse - Roth

Did you (and/or your spouse) reside in more than one state during the tax year?*

YesNo
List each state and dates of you resided there.*
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?*

YesNo
Please provide documentation of these additional payments.

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.*

YesNo

Education Tax Forms
Submit applicable forms.

Form 1098-E - Student Loan InterestForm 1099-Q - Payments from Qualified Education Programs1098-T - TuitionI do not have any Education Tax forms.
How many Form 1098-T do you have? Submit each form.*
Form 1098-T #1
Form 1098-T #2
Form 1098-T #3
Form 1098-T #4

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?*

YesNo
Long term care premiums
Not paid via payroll deduction
Deductible paid
Doctor, dentist, hospital fees
Prescription Medicine
Medical aids
Eyeglasses, contact lenses, hearing aids
Medical equipment
Wheelchair, walker, etc.
Other

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.*

YesNo
Total Sales Tax Rate in Your Area*
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.*

YesNo
Total Sales Tax paid on a vehicle, boat, RV or other large purchase.*
Other Taxes Paid

If applicable
Select all applicable:*

Yearly vehicle, boat, RV tax, if applicable for your stateProperty taxes (includes school, MUD, county, local taxes)No additional taxes paid.
Yearly auto/RV/boat
Total property taxes paid
Includes school, MUD, county, local

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.*

Yes - submit receipts for donations exceeding $500No
Cash Contributions*
Cash, check or card contributions
Noncash Contribution*
Goodwill, Salvation Army, etc.
Detail if help is needed for value

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?*

YesNo
Disaster #1
Disaster #2
Disaster notes for tax preparer

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*

Residential Energy Efficiency Improvements - installed no later than 12/31/2025**Residential Clean Energy (i.e., solar) - installed no later than 12/31/2025Electric vehicle - purchased no later than 9/30/2025I do not have tax credits for residential energy or electric vehicle for the tax year.

Notes/Comments for the Tax Preparer
Please type any notes/comments for the tax preparer.

Direct Deposit/Payment Information
Will you be using the same bank account as last year for direct deposit?*

Same bank information as last year; nothing changed.I need to provide my banking information. (We will send you a form for you to complete and upload to Client Xchange. Or if more convenient, you may upload a voided check to Client Xchange.
Confirm Bank Name*
Provide last 4 digits of account number*
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?*

ACH debitZelle or VenmoCheck or cash (in office only)VISA or Mastercard debit/credit card

Privacy
We value our clients' privacy. Your Tax Organizer is encrypted when you click the Submit button below. Furthermore, we are committed to protecting your Personally Identifiable Information (PII). We offer Client Xchange as our only secure method of submitting your tax forms/documents, such as W-2, 1099 forms, etc., with PII. We are unable to ensure the security of PII sent via alternative methods and therefore cannot be held responsible for such transmissions.

Acknowledge
Verification
I verify that the information and financial values I have provided on this Tax Organizer are true, accurate and complete to the best of my knowledge and belief, and that I possess the corresponding receipts and documentation to be retained with my tax records.*

I verify
Initials*
Date*

MonthDayYear
Date
Referral Program

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Tax Organizer

General Information

Taxpayer Identification

Filing Address

Spouse

Spouse Identification

Dependents

Healthcare Forms

Additional Tax Forms & Documents

IRA Contributions

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

Education Tax Forms

Medical Expenses

Sales Tax

Other Taxes Paid

Charitable Contributions

Federally Declared Disaster Losses

Tax Credits

Notes/Comments for the Tax Preparer

Direct Deposit/Payment Information

Tax Preparation Fees and Filing Your Return

Privacy

Verification

Referral Program