Tax Organizer

Please complete all parts of this organizer and initial any sections that do not apply. We will be unable to prepare your return if any section is not addressed. You will be able to upload any tax document needed at the end of organizer

Section I: Income - Step 1 of 5

Tax Year *

Please input the year you'd like to file taxes for

Marital Status: *

Name *

First

Last

Email *

State of Residence *

Did you live in this state all year? *

If not, please provide date moved and name of state *

Did you work in this state all year? *

Did you earn income outside of home state *

Please upload prior year personal tax return

Click or drag a file to this area to upload.

Income

Did you receive any of the following this tax year? (check all that apply) *

Alimony
Interest
S Corporation Draws or Distributions
Business Income/Loss
Legal Settlement
Social Security
Cancelled Debts
Lottery Winnings
Sold Bitcoin, investments, or property?
Dividends
Partnership Draws or Distributions
State Tax Refunds
Farming Income/Loss
Pensions
Unemployment
Foreign Income
Rents
Wages, Salaries, Tips
Gambling Winnings/Losses
Retirement Distributions
Other Income
Does not apply

If other income, please note here:

Did any of the following apply to you or your spouse this tax year?

Child Care Expenses? *

Provider Name *

First

Last

Provider SSN/EIN: *

Provider Address *

Address Line 1

City

State

Zip Code

Amount Paid: *

IRA Contributions? *

Your Amount: *

Spouse's Amount: *

Had A Mortgage? *

Real Estate Taxes Paid: *

Please Provide Form 1098: *

Click or drag a file to this area to upload.

Donated to charity? *

Cash:

Non-cash:

Gambling Losses? *

Amount Paid (gambling losses): *

Your Business

Do you have a business? *

Employee business expenses? *

What is the type of your business organization? *

LLC or Corporation
S Corporation
Partnership

Upload prior year business tax return *

Click or drag a file to this area to upload.

EIN (LLC or Corp.): *

Date Incorporated (LLC or Corp.): *

State Incorporated (LLC or Corp.):

EIN (S Corp.): *

Date Incorporated (S Corp.): *

State Incorporated (S Corp.): *

Please List 1. All Partners' Names, 2. SSNs, 3. Addresses, 4. Percentage Within The Company (S Corp) *

EIN (partnership): *

Date Incorporated (partnership): *

State Incorporated (partnership): *

Please List 1. All Partners' Names, 2. SSNs, 3. Addresses, 4. Percentage Within The Company (Partnership) *

Did you travel for business this year? *

Did you buy any computers, equipment, furniture, or machinery this year that cost $500? *

If yes, please provide "date purchased", "type", "cost": *

Sales or Service Income:

Refunds:

Sales Tax Paid:

Expenses

Upload your profit and loss statement or leave the below blank; if not, please fill out the below expenses:

Click or drag a file to this area to upload.

Advertising:

Auto expense

Business mileage

Bank fees:

Business meals/entertainment:

Commissions:

Continuing Education:

Credit Card Processing:

Dues and Subscriptions:

Health Insurance:

Insurance (not including auto):

Interest:

Inventory Purchased:

Legal/Professional Services:

Materials Purchased:

Office Expense:

Rent:

Repairs and Maintenance:

Supplies:

Taxes and Licenses:

Travel:

Utilities:

Wages:

Other Expense:

Other Information

Were you legally married for this period? *

Spouse Name *

First

Last

Spouse Email *

Spouse SSN: *

Spouse DOB: *

Did or will your spouse file a separate tax return for this period? *

Did your spouse have any income for this period? *

Did you support anyone during this period that you can claim on your tax return? *

Yes, 1 dependent
Yes, 2 dependents
Yes, 3 dependents
Yes, 4 dependents
No

Dependent 1 *

First

Last

SSN (dependent 1): *

DOB (dependent 1): *

Relationship (dependent 1): *

Dependent 2 *

First

Last

SSN (dependent 2): *

DOB (dependent 2): *

Relationship (dependent 2): *

Dependent 3: *

First

Last

SSN (dependent 3): *

DOB (dependent 3): *

Relationship (dependent 3): *

Dependent 4: *

First

Last

SSN (dependent 4): *

DOB (dependent 4): *

Relationship (dependent 4): *

What documentation can you provide to show you are entitled to claim dependents for this year? (Residency of Qualifying Child) *

School Records or Statement
Placement Agency Statement
Healthcare Provider Statement
Social Services Records or Statement
Indian Tribal Official Statement
Childcare Provider Records
Landlord or Property Management Statement
Medical Records
Place of Worship Statement
Employer Statement

What documentation can you provide to show you are entitled to claim dependents for this year? (Disability of Qualifying Child)

Doctor Statement
Other Healthcare Provider Statement
Social Services Agency or Program Statement

Did any of your dependents attend college full time this tax year? *

Yes, 1 dependent
Yes, 2 dependents
No

(Dependent 1) Who Attended College: *

First

Last

(Dependent 1) College: *

(Dependent 1) Books and Supplies: *

(Dependent 2) Who Attended College: *

First

Last

(Dependent 2) College: *

(Dependent 2) Books and Supplies: *

Did you have health insurance in this period? *

If yes, was it purchased through the Affordable Care Act Marketplace? *

Please Provide Form 1095a: *

Click or drag a file to this area to upload.

Did you, your spouse, or any dependent have an Identity Protection PIN? *

If yes, who was assigned the PIN's? *

Did you or your spouse sell real property? *

What type of property is it? *

Residential
Rental

Please Provide Form 1099s: *

Click or drag a file to this area to upload.

Purchase Date: *

Purchase Price: *

Closing Costs: *

Do you have rental property? *

Pleas Upload rental profit and loss

Click or drag a file to this area to upload.

Rental Income:

Advertising

Auto expense/ business mileage

Cleaning and mintenace

Commissions

Insurance

Legal and other professional fees

Management fees

Interest - mortgage

Interest - other

Repairs

Supplies

Taxes

Utilities

Depreciation ONLY

Depreciation adjustment (AMT)

Depietion

Other expenses

Purchase Price:

Date Placed in Service: *

Did you or your spouse own any virtual currency? *

Have you ever had an interest in or authority over a foreign bank account? *

Bank Name: *

Foreign Bank Country: *

Year Opened: *

Year Closed: *

Did you or your spouse have an interest in any foreign entity? *

Foreign Entity Country: *

Business Type: *

Ownership Interest: *

Did you or your spouse pay any state taxes directly to the estate tax authority? *

Amount Paid to Estate Tax Authority: *

Is there anything else we need to know, or other expenses not mentioned? *

If yes, please explain: *

1. Please upload your additional Tax Form below:

Click or drag a file to this area to upload.

2. More doc:

Click or drag a file to this area to upload.

3. More doc:

Click or drag a file to this area to upload.

4. More doc:

Click or drag a file to this area to upload.

5. More doc:

Click or drag a file to this area to upload.

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Email *

Income

Did any of the following apply to you or your spouse this tax year?

Your Business

Expenses

Other Information

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