Client Name:
Tax Payer Name:
Social Security:
D.O.B:
Spouse Name:
Child 1 Name:
Child 2 Name:
Child 3 Name:
Child 4 Name:
Child 5 Name:
Did you change your address?
YesNo
New Address:
Tel. Number:
E-Mail:
How many W-2 / 1099 MISC do you have?
Do you rent or own a home?
RentOwn
If you rent, monthly rent amount:
Do you want direct deposit?
If yes, please provide a void check:
Do you have Obama Care or Market Place?
Did you finance a car in 2024?
Did you have a newborn in 2024?
Do you want to open Trump account for your kid?
Please provide us a copy of the driver's license for all household members:
Upload Documents:
By submitting this form, you confirm that all information provided is accurate and complete to the best of your knowledge.
I hereby acknowledge and agree that: All information provided in this tax organizer is true, accurate, and complete I understand that providing false information may result in penalties or legal consequences I authorize the tax preparer to use this information for filing tax returns I have reviewed all documents attached and certify they are genuine copies
I agree to the terms and conditions stated above *
