Client Tax Organizer

Please provide for your appointment − Last year's tax return (new clients only) All statements (W2’s, 1098s, 1099s, Business Income Statements) − Name and address label (from government booklet or card)

Tax Filing year/Año de presentación de impuestos *

How do you hear about us?/¿Cómo se enteró de nosotros? *

Who's your Tax Preparer?/¿Quién es su preparador de impuestos? *

New or Returning Client/ ¿Cliente nuevo o recurrente? *

New

Returning

What is your filing status for 2025?/ ¿Cuál es su estado civil para la declaración de impuestos de 2025? *

Personal Information

Taxpayer Name/ Nombre *

Taxpayer Date of birth/ Fecha de nacimiento *

Taxpayer Soc. Sec. No./ Número de Seguro Social *

Taxpayer Email/ Correo electrónico *

Taxpayer Cell/ Número de teléfono celular *

Taxpayer Occupation/ Ocupación

Address

Street Address/ Dirección residencial *

City/ Ciudad

State/ estado

Postal Code/ Código postal

Do you have an IP PIN (Identity Protection PIN)/ ¿Tiene un IP PIN (Número de Protección de Identidad)? *

Yes

1.Taxpayer ID/ Por favor, cargue su identificación *

1. Taxpayer ID

Upload Taxpayer Social Security Card/ Cargue su tarjeta de Seguro Social *

Upload Taxpayer Proof of income/ Cargue comprobante de ingresos *

example- W2, 1099, Bank statments

Do you own a home?/ ¿Es dueño de una casa? *

Yes

Upload 1098

mortgage statement

Spouse Name

Spouse Occupation

Spouse Social. Sec. No:

Spouse Email

Spouse Date of Birth

Spouse- IP Pin (Identity Protection PIN)

1. Spouse ID, Social Security, & Proof of income

(W2, 1099, Bank Statement, etc)

Do you have any dependents?/ ¿Tiene algún dependiente? *

Yes

How many dependents are you claiming?/ ¿Cuántos dependientes está reclamando? *

Dependents (Children & Others)/Dependientes

1. Name & Relationship to Taxpayer *

1. Date of Birth *

1. Social Security Number *

1. Total months Lived With You in 2025/ Total de meses que vivieron con usted en 2025 *

1. ID Protection PIN

1. Is this child currently, or intended to be, a qualifying child on any other individual's tax return?/ ¿Es este niño actualmente, o se pretende que sea, un hijo calificado en la declaración de impuestos de otra persona? *

YES

Dependent 1. Birth Certificate/ Certificado de nacimiento *

please upload both documents

Dependent 1. Social security card/ Tarjeta de Seguro Social *

2. Name & Relationship to Taxpayer *

2. Date of Birth *

2. Social Security Number *

2. Total months Lived With You *

2. ID Protection PIN *

2. Is this child currently, or intended to be, a qualifying child on any other individual's tax return? *

YES

Dependent 2. Birth Certificate/ Certificado de nacimiento *

please upload both documents

Dependent 2. Social security card/ Tarjeta de Seguro Social

3. Name & Relationship to Taxpayer *

3. Date of Birth *

3. Social Security Number *

3. Total months Lived With You *

3. ID Protection PIN *

3. Is this child currently, or intended to be, a qualifying child on any other individual's tax return? *

YES

Dependent 3. Birth certificate AND Social security Card *

please upload both documents

Did you have Child Care in 2025/ ¿Tuvo cuidado de niños en 2025? *

Yes

Upload Child Care Document/ Cargue el documento de cuidado de niños

Did any dependent over 18 but under 24 attend school full time *

Yes

¿Algún dependiente mayor de 18 pero menor de 24 años asistió a la escuela a tiempo completo?

Did you receive a 1098-T *

Yes

¿Recibió un 1098-T?

Upload 1098-T

Cargue el 1098-

EITC/ CTC Verification

1. Did you receive any additional income support in 2025 for the dependents? Gifts, Loans, Family Assistance, Credit Cards, etc.

Yes

1. ¿Recibió algún apoyo adicional de ingresos en 2025 para los dependientes? Regalos, préstamos, asistencia familiar, tarjetas de crédito, etc.

2. Have you or anyone on this return ever had an ETC claim denied, reduced, or flagged in a prior year?

Yes

2. ¿Usted o alguien en esta declaración ha tenido alguna vez una reclamación ETC denegada, reducida o marcada en un año anterior?

3. Did you receive any government assistance in 2025? *

Yes

3. ¿Recibió alguna asistencia gubernamental en 2025?

Which Type of Assistance did you receive?

Food Stamps

Medicaid

Housing

¿Qué tipo de asistencia recibió?ly

Do you understand you may not claim the EIC/CTC if the dependent has not lived with you for over half the year, even if you have supported the child? *

YES

¿Entiende que no puede reclamar el EIC/CTC si el dependiente no ha vivido con usted más de la mitad del año, aunque haya apoyado al niño?

Please answer the following questions to determine maximum deductions

1. Are you self-employed or do you receive hobby income? *

Yes

1. ¿Es trabajador por cuenta propia o recibe ingresos por pasatiempos?

2. Did you receive rent from real estate or other property? *

Yes

2. ¿Recibió ingresos por alquiler de bienes raíces u otra propiedad?

3. Do you have a foreign bank account, trust, or business? *

Yes

3. ¿Tiene una cuenta bancaria, fideicomiso o negocio en el extranjero?

4. Did you receive any correspondence from the IRS or State Department of Taxation? *

Yes

4. ¿Recibió alguna correspondencia del IRS o del Departamento de Impuestos del Estado?

5. Did you have healthcare coverage (MARKETPLACE only) for you, your spouse and dependents during this tax season? If yes, include Forms 1095-A *

Yes

5. ¿Tuvo cobertura de salud (SOLO DEL MERCADO DE SEGURO) para usted, su cónyuge y dependientes durante esta temporada de impuestos? Si la respuesta es sí, incluya los formularios 1095-A.

5.1 Health Insurance (1095-A)

This is insurance through the marketplace ONLY, not insurance through your job

7. If you receive payment on Cash App, Venmo, Pay Pal, etc., do you receive your 1099? (* If you did not receive your 1099 please contact your payment processing system to receive your 1099) *

Yes

*7. Si recibe pagos por Cash App, Venmo, PayPal, etc., ¿recibe su 1099? (Si no recibió su 1099, comuníquese con su sistema de procesamiento de pagos para obtenerlo).

8. Did you have any debts cancelled, forgiven, or refinanced? *

Yes

8. ¿Tuvo alguna deuda cancelada, perdonada o refinanciada?

9. Did you install any energy property to your residence such as solar water heaters, generators or fuel cells or energy efficient improvements such as exterior doors or windows, insulation, heat pumps, furnaces , central air conditioners or water heaters? *

Yes

9. ¿Instaló alguna propiedad de energía en su residencia, como calentadores de agua solares, generadores o celdas de combustible, o realizó mejoras de eficiencia energética como puertas o ventanas exteriores, aislamiento, bombas de calor, calefacciones, aires acondicionados centrales o calentadores de agua?

10. Have your tax refund ever been taken by the IRS for owing a past due debt? *

Yes

10. ¿Alguna vez el IRS ha retenido su reembolso de impuestos por adeudar una deuda pendiente?

11. Do you have any student loans debt? *

Yes

11. ¿Tiene alguna deuda de préstamos estudiantiles?

12. Do you have any child support debt? *

Yes

12. ¿Tiene alguna deuda de manutención de hijos?

13. Do you have any IRS debt? *

Yes

13. ¿Tiene alguna deuda con el IRS?

14. Do you have any financial debt that would prevent you from getting your tax return? *

Yes

14. ¿Tiene alguna deuda financiera que le impida recibir su reembolso de impuestos?

15. Did you buy a car in 2025? *

Yes

¿Compró un automóvil nuevo en 2025?

16. Did you work overtime? *

Yes

16. ¿Trabajó horas extras?

17. Did you earn tips? *

Yes

17. ¿Recibió propinas?

If yes, Please upload your last pay stub (2025)

Si la respuesta es sí, por favor cargue su último talón de pago (2025)

3. Direct Deposit of Refund

Would you like to have your refund(s) directly deposited into your account? *

Yes

¿Le gustaría que su reembolso(s) se deposite directamente en su cuenta?

Are you interested in Cash Advance? (up to $7500) *

Yes

¿Está interesado(a) en un adelanto de efectivo? (hasta $7,500)

Owner of account

Taxpayer

Spouse

Joint

Propietario de la cuenta

Type of account

Checking

Traditional Savings

Name of financial institution *

Nombre de la institución financiera

Financial Institution Routing Transit Number *

Número de ruta o tránsito de la institución financiera

Your account number *

Número de su cuenta

By checking this box, I acknowledge and agree to the Client Fee and Client Engagement Letter

To the best of my knowledge the information enclosed in this client tax organizer is correct and includes all income, deductions, and other information necessary for the preparation of this year's income tax returns for which I have adequate records.

I acknowledge that My Tax Preparer have informed me that I am required to report all income I received during the tax year from all sources.
I acknowledge that My Tax Preparer have informed me that it is unlawful to overstate my income to receive a large refund.
I acknowledge that My Tax Preparer, have explained to me in detail the rules regarding Earned Income Tax Credits and the reporting of self-employment income and based on my understanding of those rules I qualify for the Earned Income Tax Credit
• I understand that I will be signing my income tax return under penalties of perjury and all items included on the return are true and correct.
I acknowledge that My Tax Preparer have advised me of my duty to keep complete and accurate records supporting the source and amount of my income and the legitimacy of any deduction or credit I claim on my tax return.

Taxpayer Signature *

Clear

Firma

Spouse Signature

Clear

Todays Date *