• Tax Preparation Organizer

    This Tax Organizer is designed to help you collect and report the information needed to prepare this year income tax return. The attached worksheets cover income, deductions, and credits, and will help in the preparation of your tax return by focusing attention on your special needs.
  • Filing Status*
    • Taxpayer Information 
    • Did we prepare your last year tax return?*
    • Did your contact info or dependents change during the year?*
    • Format: (000) 000-0000.
    • Date of Birth*
       - -
    • Are you a full-time student?*
    • Are you legally blind?*
    • Do you want to have your tax balance deposited/deducted from your bank account?*
    • Rows
    • Spouse Information 
    • Does your spouse have a different address?
    • Format: (000) 000-0000.
    • Date of Birth*
       - -
    • Are they a full-time student?
    • Are they legally blind?
    • Dependents 
    • Do you have any dependents?*
    • Tax Related Questions  

    • Do not include activities related to a separate business entity

      ( S-Corps, Partnerships, or Corporations).

      Disregarded Proprietorship entities SHOULD be included.

    • Did you sell, exchange or dispose any cryptocurrency or other digital property during past year?*
    • Did you have health insurance last year?*
    • Did you receive any W-2 wage income for the past year?*
    • Did you receive any self-employment income in the past year?*
    • Did you receive any income from a company that you or your spouse are owners?*
    • Did you receive income from renting out your home or a rental property you own?*
    • Did you receive any dividend income in the past year?*
    • Did you receive any interest income in the past year?*
    • Did you receive any unemployment benefits during the past year?*
    • Did you buy or sell any stocks, bonds or other investments property during past year?*
    • Did you have any debts canceled or forgiven?*
    • Did you receive a distribution from a retirement plan?*
    • Are you contributing to Traditional IRA?*
    • Are you contributing to an HSA Account?*
    • Do your dependents have tuition expenses?*
    • Rows
    • Do you have any expenses for child care?

    • Enter below the persons or organizations who provided the child and dependent care.

    • Format: (000) 000-0000.
    • Add one more provider?
    • Format: (000) 000-0000.
    • Are you currently renting or have your own?*
    • Did you pay property tax last year?*
    • Do you have mortgage interest?*
    • Did you pay your personal vehicle registration tax?*
    • Do you have energy star rated improvements to your home?
    • Personal Expenses 
    • Do you want to indicate any personal expenses?*

    • Please fill up the information within the field that applies to you and the current year only.

    • Rows
    • Business Income and Expenses 
    • Do you want to provide the business income and expenses below or you have report to upload with all the business income and expenses?
    • Rows
    • Do you have inventory?*
    • Rows
    • Rows
    • Rows
    • Rows
    • Rows
    • Did you purchase or sell any assets last year?*
    • Rental Income and Expenses 
    • Do you want to provide the rental income and expenses below or you have report to upload with all the business income and expenses?
    • Rows
    • Rows
    • Documents List 

    • Thank you for completing the initial phase of your tax preparation with us. Based on the information you have provided, we need to gather a list of documents that need to be provided to ensure a comprehensive and accurate tax filing.

      Upload them below!

      Please include all the documents even if it's not listed below!

    • Income Documents

    • Deductions Documents

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Acknowledgment & Signature 
      • Accuracy of Information: I affirm that all information provided in this form is accurate and truthful to the best of my knowledge.
      • Authorization of Data Collection: I authorize Zara Financials Inc. to collect and process my sensitive personal data, including personal identification, government-issued IDs, and Social Security Number (SSN), for tax preparation and filing purposes.
      • Agreement to Terms: I confirm that I have read, understood, and agree to the Terms and Conditions and Privacy Policy of Zara Financials Inc.
      • Acknowledgment of Responsibilities: By signing below, I acknowledge my responsibilities in the tax return process and recognize the obligations of Zara Financials Inc. I understand that my signature constitutes a legal agreement and acknowledgment of the policies and procedures relevant to the tax preparation services provided.
    • Date Signed*
       - -
    •  
    • Should be Empty: