Tax Organizer
Tax Year
*
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of birth?
*
-
Month
-
Day
Year
Are you married?
*
Yes
No
What is your partner's full legal name?
What is your partner's date of birth?
Email Address
Phone number
Do you have an IP PIN with the IRS?
Yes
No
Did you make an estimated payments?
*
Yes
No
Do you know the amounts paid and the dates?
Yes
No
Please provide us with the amount and date.
(If you made an estimated payment)
Do you have children or other dependents?
*
Yes
No
Dependent's name
Date of Birth?
Type of Dependent
Child, Grandchild, Parent, etc.
Do you and/or your partner have any W2 income?
*
Yes
No
How many W2s are you expecting?
Did you receive any stock awards or compensation?
*
Yes
No
Do you or your partner have any retirement income?
*
Yes
No
How many 1099Rs are you expecting?
Did you and/or your partner collect unemployment?
*
Yes
No
Did you have health insurance all year?
*
Yes
No
How did you get insurance?
Please Select
Employment
Partner or Parent
Covered California or other exchange
Other
Do you have any interest income?
*
Yes
No
Do you have any investment income from dividends or stock sales?
*
Yes
No
Do you contribute to any IRAs?
*
Yes
No
Do you own your primary residence?
*
Yes
No
Do you have any rental properties?
*
Yes
No
How many properties do you own?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Did you buy or sell any real property?
*
Yes
No
Do you own any S Corps?
*
Yes
No
How many S Corps do you have an interest in?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Do you own any LLCs or LPs?
*
Yes
No
How many LLCs or LPs do you have an interest in?
Please Select
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Did you make any charitable contributions?
*
Yes
No
Type of Contributions
Cash
Goods or other noncash donations
Do you own any virtual currency?
*
Yes
No
Did you sell, trade, exchange or mine any virtual currency? (If you only purchased or held virtual currency, mark no.)
Yes
No
Did you purchase an electric vehicle?
*
Yes
No
Did you do any energy efficient improvements to your home? (Solar, EV charger, new windows, etc)
*
Yes
No
Do you have any foreign bank accounts or investments?
*
Yes
No
Did you have over $10,000 in foreign bank accounts at any point in the year?
Yes
No
If you are getting a refund, do you want direct deposit?
*
Yes
No
Has your bank info changed since last year?
Please Select
No
Yes
I am a new client
Anything else I should know?
Date Submitted
-
Month
-
Day
Year
Date
Submit
Should be Empty: