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Tax Organizers

Individual Tax Organizer

Please prepare and upload the following documentation to our client portal:

  • A copy of your Previous Tax Year tax return, if not prepared by this office
  • Form(s) W-2 (wages, etc.)
  • Form(s) 1099 (interest, dividends, etc.)
  • Schedule(s) K-1 (income/loss from partnerships, S corporations, etc.)
  • Form(s) 1098 (mortgage interest) and property tax statements
  • Brokerage statements from stock, bond or other investment transactions
  • Closing statements pertaining to real estate transactions
  • Form(s) 1099-K (Merchant Card and Third Party Network Payments)
  • A copy of your estimated tax payments
  • Form 1095 A/B/C Health insurance
  • All other supporting documents (schedules, checkbooks, etc.)
  • Any tax notices received from the IRS or other taxing authorities
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Full Mailing Address
Do you own any foreign bank accounts (bank or retirement accounts)?
Do you have signatory authority over any foreign bank accounts?
Do you own or trade with cryptocurrency?
Do you or your spouse make any gifts to an individual that total more than $18,000?
Did you pay any estimated tax payments?
Did you receive a gift from a foreign person?
Are you a new client for the new Tax Year?
1) Did any births, adoptions, marriages, divorces, or deaths occur in your family since last year?
2) Did you purchase or sell your principal residence?

Income - did you or your spouse have any of the following:

1) Wages? (include form(s) W-2)
2) Non-employee compensation? (include form(s) 1099-NEC)
3) Miscellaneous Income? (include form(s) 1099-MISC)
4) Interest income? (include form(s) 1099-INT)
5) Dividend income? (include form(s) 1099-DIV)
6) Did you receive any tax-exempt income, such as interest or dividends from municipal bonds or a mutual fund account?
7) Gambling income? (include form(s) W-2G). Be sure to include any gambling losses.
8) Social security or Railroad Retirement benefits? (include form(s) SSA-1099 & RRB-1099)
9) Did you receive a state or local refund, or a refund of any other deduction you itemized in a prior year? (attach 1099-G)
10) Disability income? (include form(s) W-2 or 1099)
11) Unemployment compensation? (include form(s) 1099-G)
12) Alimony?
13) Did you receive payments from a Long-Term Care insurance contract?
14) Did you receive, or expect to receive, a Schedule K-1 (or substitute K-1) from a trust, estate, partnership, or S corp?
15) Did you cash in any U.S. savings bonds?
16) Did you receive any income not reported in this Organizer?

Retirement & Other Plans

1) Did you receive any distributions from a retirement plan? (Include form(s) 1099-R)
2) Did you rollover a retirement plan distribution into another plan?
3) Did you convert a traditional IRA to a Roth IRA?
4) Did you make a contribution to a retirement plan? (401(k), IRA, SEP, SIMPLE, Qualified Plan, etc.)?
5) Did you receive a distribution from an HSA, Archer MSA or Medicare Advantage MSA (Include form(s) 1099-SA)
6) Did you make any contributions to an HSA (Health Savings Account)?

Purchases, Sales, Gains and Losses

1) Did you receive stock from a stock bonus plan with your employer?
2) Did you sell any real estate (other than your primary home) during the year?
3) Did you purchase a rental property?
4) Did you incur a loss because of damaged or stolen property?
5) Did you purchase a new vehicle, aircraft or boat?

Other Deductions

1) If self-employed, did you use your car on the job (other than to and from work)?
2) Did you work out of town for part of the year?
Not Applicable for W-2 employees unless filing a state return
3) Did you incur any travel expenses for business purposes?
Only if self-employed unless filing a state return
4) Did you purchase a 'clean fuel' or electric hybrid vehicle?
5) Did you install solar panels and/​or make any other energy efficient improvements?
6) Did you refinance a mortgage or take out a home equity loan?
7) Did you or your spouse pay any educational expenses for yourselves or have student loan interest?
8) Did you make any federal or state estimated payments?
9) Did you pay alimony?
10) Did you donate non-cash donations?
11) Did you make a cash contribution to a charity?

Return preparation and filing

Do you expect to owe taxes?
If you are due a refund, how do you want to receive it?
If you owe taxes, how do you want to pay them?
Click or drag a file to this area to upload.
Max upload 8mb