Transcription of Client Tax Organizer
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Client Tax Organizer
Client Tax OrganizerPlease complete this Organizer before your appointment. Prior year clients should use the proforma Organizer Personal InformationWork PhoneNameSoc. Sec. of BirthOccupationTaxpayerSpouseStreet AddressCityStateZIPHome PhoneEmail AddressTaxpayerSpouseMarital StatusBlindDisabledPres. Campaign FundYesYesYesNoNoNoYesYesYesNoNoNoMarrie dSingleWidow(er), Date of Spouse's DeathWill file jointlyYesNo2. Dependents (Children & Others)Name(First, Last)RelationshipDate ofBirthSocialSecurityNumberMonthsLivedWi thYouDisabledFullTimeStudentDependent'sG rossIncomeIDProtectionPINP lease provide for your appointment--Last year's tax return (new clients only)Name and address label (from government booklet or card)- All statements (W-2s, 1098s, 1099s, etc)Please answer the following questions to determine maximum Are you self-employed or do youreceive hobby income?
Student's Name Type of Expense Amount Residence: Town Village City County School District 28.Direct Deposit of Refund / or Savings Bond Purchases Would you like to have your refund(s) directly deposited into your account? Yes No (The IRS will allow you to deposit your federal tax refund into up to three different accounts.
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