Dear Client, It is tax time again! You are requested to complete this Online Tax Organizer because it is designed to assist you in gathering the information required for the preparation of your individual income tax returns. Please answer all of the questions and submit all requested documents in this form, so we may begin preparing your tax return and get you all of the deductions and credits that you deserve. All information that you provide is strictly confidential and under AICPA Code of Professional Conduct (AICPA Code) Rule 1.700.001, as a member in public practice, we shall not disclose any confidential client information without the client's specific consent. IMPORTANT: Estimated average time needed to complete this form is 30 minutes. It is recommended to complete this form in one session. You will have an option to save the partially completed form and continue later by clicking the "Save and Continue Later" button at the bottom of the form and following the prompts. The Internal Revenue Service (IRS) matches information returns/forms with amounts reported on tax returns. A negligence penalty may be assessed when income is underreported or when deductions are overstated. Accordingly, all information returns reflecting amounts reported to the IRS are also mailed or delivered to taxpayers in an envelope clearly marked “IMPORTANT TAX DOCUMENTS ENCLOSED” and should be submitted with this organizer. Prior to completing the form, you may need digital copies (PDF, Photo, Excel, Word, etc.) of the following documents (not all may apply to you or your business): IRS IPIN (if you have had identity theft in the past) PPP Loan documents Letter 6475 (Economic Impact Payment) Letter 6419 (2021 Advance Child Tax Credit) W-2 (wages) 1099-R (retirement) 1099-INT (interest) 1099-DIV (dividends) 1099-B (brokerage sales) 1099-MISC (rents, etc.) 1099 (any other) 1095-A, 1095-B, or 1095-C (health insurance) 1098-T (education) 1099-G Unemployment Schedules K-1 (Forms 1065, 1120, 1041) Annual brokerage statements– 1098 (mortgage interest) 8886 (reportable transactions) Closing Disclosure (real estate sales/purchases) Copies of any tax elections or revocations in effect Other information statements (self-employed profit-loss statement, balance sheet, trial balance, business mileage log, home office sf & expenses, etc.)
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How did you hear about us or who referred you?
First Name
*
Middle Name
Last Name
*
Suffix
Jr, Sr, II, III
Social Security Number
*
Date of Birth
*
/
Month
/
Day
Year
Date
Occupation
*
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Driver's License #
*
State Driver's License Was Issued
*
Driver's License Expiration Date
*
MM/DD/YYYY
Date Driver's License Was Issued
*
MM/DD/YYYY
Photo of Social Sec. Card & Driver's License
*
Choose File
Identification
Cancel
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Did your marital status change during the year?
*
Yes
No
What is your filing status?
*
Choose One
Single
Head Of Household (Single with dependents)
Married Filing Joint
Married Filing Separate
Please select the following years you would like to file
2021
2020
2019
2018
Do you owe any delinquent? **If you suspect that you have an offset call (800)304-3107 to confirm
Child Support
Alimony
Student Loans
Federal Tax
State Tax
None of the above
Did you receive the third Economic Impact Payment (Stimulus Payment) in 2021?
*
Yes
No
If so, enter third Stimulus Payment amount you received?
Were you ever disallowed the E.I.T.C prior to this year? *
Yes
No
Are you filing an eligible spouse on your tax return?
*
Yes
No
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Spouse Name
First Name
Middle Name
Last Name
Suffix
Social Security Number
*
Occupation
*
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Driver's License #
*
State Driver's License Was Issued
*
Date Driver's License Was Issued
*
MM/DD/YYYY
Driver's License Expiration Date
*
MM/DD/YYYY
Photo of Driver's License
*
Choose File
Identification
Cancel
of
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Payment/Refund
(Checks can be picked up in office or sent via mail)
Select below the method that you prefer to receive your refund
*
Direct Deposit
Check
Bank Name (Skip If You Prefer Your Refund Via Check)
Bank Account Number
Bank Routing Number
Account Type
Checking
Savings
Are you interested in applying for a Tax Refund Advance? (Up to $6000)
*
Yes
No
Is this year your first year filing your taxes with Maximum Tax Relief?
*
Yes
No
Did you receive unemployment compensation (1099-G) regular or PUA last year? *
Yes
No
If yes, did you receive regular unemployment or PUA?
Regular
PUA
Did you have Marketplace Health Insurance (Obamacare-ACA) this year? (Should receive Form 1095-A)
*
Yes
No
If no, would you like to apply for Marketplace Health Insurance and possibly receive a Refundable Premium Tax Credit? (if applying, you will be contacted by a licensed marketplace insurance rep that your tax preparer works directly with)
Yes
No
I need Medicare/I need to review my Medicare Coverage
Did you make college tuition payments and received a 1098-T Form last year? *
Yes
No
Could you or your spouse if filing jointly, be considered, “Qualifying Child” on another person’s income tax return during the current tax year?
*
Yes
No
Do you have any children or dependents to file?
*
Yes
No
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Dependents
Should only be listed if you take care of the dependent over half of the year
Image of Dependent's S.S.Card
*
Choose Files
Upload ALL here
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1. Dependent Information
Gender
First Name
Middle Name
Last Name
Suffix
Date Of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Is child the taxpayer’s son, daughter or adopted child OR a child of the taxpayer’s son , daughter or adopted child OR the taxpayer’s stepchild OR the taxpayer’s eligible foster child?
Yes
No
Did the child live with you in the United States for over half the year, or the full year if the child is an eligible foster child?
Yes
No
Was the child, at the end of the year: Under the age of 19 OR Under the age of 24 and a full time student OR Any age and permanently and totally disabled?
Yes
No
Could any other person check “Yes” on the above three questions for the child?
Yes
No
Do you want to enter another dependent?
*
Yes
No, all dependents are entered
2. Dependent Information
Gender
First Name
Middle Name
Last Name
Suffix
Date Of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Is child the taxpayer’s son, daughter or adopted child OR a child of the taxpayer’s son , daughter or adopted child OR the taxpayer’s stepchild OR the taxpayer’s eligible foster child?
Yes
No
Did the child live with you in the United States for over half the year, or the full year if the child is an eligible foster child?
Yes
No
Was the child, at the end of the year: Under the age of 19 OR Under the age of 24 and a full time student OR Any age and permanently and totally disabled?
Yes
No
Could any other person check “Yes” on the above three questions for the child?
Yes
No
Do you want to enter another dependent?
*
Yes
No, all dependents are entered
3. Dependent Information
Gender
First Name
Middle Name
Last Name
Suffix
Date Of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Is child the taxpayer’s son, daughter or adopted child OR a child of the taxpayer’s son , daughter or adopted child OR the taxpayer’s stepchild OR the taxpayer’s eligible foster child?
Yes
No
Did the child live with you in the United States for over half the year, or the full year if the child is an eligible foster child?
Yes
No
Was the child, at the end of the year: Under the age of 19 OR Under the age of 24 and a full time student OR Any age and permanently and totally disabled?
Yes
No
Could any other person check “Yes” on the above three questions for the child?
Yes
No
Do you want to enter another dependent?
*
Yes
No, all dependents are entered
4. Dependent Information
Gender
First Name
Middle Name
Last Name
Suffix
Date Of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
*
Is child the taxpayer’s son, daughter or adopted child OR a child of the taxpayer’s son , daughter or adopted child OR the taxpayer’s stepchild OR the taxpayer’s eligible foster child?
Yes
No
Did the child live with you in the United States for over half the year, or the full year if the child is an eligible foster child?
Yes
No
Was the child, at the end of the year: Under the age of 19 OR Under the age of 24 and a full time student OR Any age and permanently and totally disabled?
Yes
No
Could any other person check “Yes” on the above three questions for the child?
Yes
No
Did you pay any child care expenses throughout the year ?
Yes
No
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Child and Dependent Daycare Expenses
If the provider is a person, enter the care provider's SSN
Child Name Amount Paid
*
First Name
Amount Paid
Provider Phone Number
*
-
Area Code
Phone Number
Provider
*
Name
Tax ID #/ SSN
Provider Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Do you want to enter another child care provider?
*
Yes
No
Child Name Amount Paid
*
First Name
Amount Paid
Provider
*
Name
Tax ID #/ SSN
Provider Phone Number
*
-
Area Code
Phone Number
Provider Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
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Upload photos of your W-2,1099,and ALL documents
Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
Upload
*
Choose Files
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Enter any additional information or comments that you would like the include for your tax preparer
If you did not file your tax return with Maximum Tax Relief last year, we recommend that you upload a copy of your previous year's tax return
Choose Files
Optional but STRONGLY recommended
Cancel
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Do you have a business that you would like to be included on your return?
*
Yes
No
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Business Owners Data Sheet
Schedule C
Name of Business
*
Employer ID Number
EIN
What is the legal structure of your business?
*
Choose One
Sole Proprietor
Partnership
Corporation
LLC
Non-Profit
Haven't Filed It
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Did you receive a PPP loan?
Yes
No
Amount of business taxes paid throughout the year?
$
Business Income
All income receive during the fiscal year
Total Income
$
Business Expenses
Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
Advertising
Social media, Flyers, Business Cards, etc
Contract Labor
An person or company paid to assist you
Insurance
(Other than health)
Interest
Mortgage, Loans, Credit Cards, etc.
Legal & Professional Services
Training, Conferences, Mentors, Lawyers, etc
Office Expenses
Software, postage, email, internet, and any operating expenses
Rent and Lease
Vehicles, Machinery, Equipment, Electronics, Accessories, etc.
Repairs and Maintenance
Supplies
Objects used to operate your business
Taxes and Licenses
Travel, Meals, and Entertainment
Airfare, Uber, Taxi, Lyft, Business Dining, Business Entertainment, and etc.
Utilities
Other Expenses
Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?
Attach any photos or documents that you want us to have on file.
Choose Files
Cancel
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Do you need Business Formation Services?
Yes
No
I do not know, please contact me.
Does your business need Business Consulting Services?
Yes
No
I do not know, please contact me.
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Maximum Tax Relief and/or its affiliates is not responsible if the taxpayer provides us with incorrect information (i.e. social security numbers for self, spouse, or dependents, last names, birth dates). This may delay your refund. Maximum Tax Relief and/or its affiliates is not responsible for any IRS audits. All information obtained from the taxpayer and /or spouse must be presentable if the IRS audits your tax return. Maximum Tax Relief and/or its affiliates is not responsible for any incorrect tax figures provided by the taxpayer and/spouse. If your tax figures change you will need to do an Amendment. Prices vary. If you have any federal or government debts (i.e. school loans, child support. DPP, DFCS, etc ...) there is a chance that your refund will be applied towards your debt. You can call the offset department at 1-800-304-3107 or 1-800-829-7650 to see if your refund will be partially or fully taken. If your refund is fully taken you are responsible for paying the preparation fees. Maximum Tax Relief and/or its affiliates is not responsible for any discussions or changes the IRS or bank may make on disbursement dates, filing status, or any other required information from the IRS. Maximum Tax Relief and/or its affiliates are not responsible for any IRS glitch problems or IRS problems that may cause a delay in your tax refund. We DO NOT reimburse any bank fees in the event of this occurrence Maximum Tax Relief and/or its affiliates provide the taxpayer with ONE complimentary copy of their tax return. Should you need any additional copies, there is a $15 fee per copy (federal and state included) The information contained in this office or on this website is of a general nature. It should not be construed as legal advice nor should it be acted upon in your specific situation without further details and/or professional assistance. Any use of the information contained in this office or on our website is done so at the risk of the user, and Maximum Tax Relief and/or its affiliates is not responsible for the result or outcome of its use. Maximum Tax Relief and/or its affiliates, does not guarantee and is not liable for the truthfulness, accuracy, effectiveness, or any resulting effects of the use of any information contained in this office or on the website. It is advised and it is the responsibility of the visitor of this office or website to seek proper instruction and/or seek professional assistance in all matters regarding taxes and the IRS Maximum Tax Relief and/or its affiliates is thus held harmless, release of, and users of the information contained in this office or on this website assume full responsibility for, any violation of Tax laws and/or IRS procedure, and any other legal liability resulting from use of any information contained in this office or on this website I attest that all information contained in this income tax return was obtained from the taxpayer or spouse and is true and correct to the best of his/her knowledge.
Taxpayer E-Signature:
*
By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is accurate. If you have any questions do not hesitate to contact our office at (816)313-2137 or email CustCare@MaxTax.info
Spouse E-Signature:
By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is accurate. If you have any questions do not hesitate to contact our office at (816)313-2137 or email CustCare@MaxTax.info
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