Prior Years Clients Tax Organizer

Name *

First Name

Last Name

Address (if changed from prior year)

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

If you grew your family this tax year please include your dependents information

First Name

Last Name

Date of Birth

MM

DD

YYYY

Checkbox

Please check each form your received and be sure to upload to your secure folder sharing account

W-2

1098

1099

Schedule K-1

Child and Dependent Care Expenses

Medical Expenses

Vehicle (Personal Property) Taxes Paid

Real Estate Taxes Paid

Mortgage Interest Paid

Gambling Winnings/ Expenses

Investment Transactions

Retirement Contributions

Foreign Earned Income and Foreign Taxes Paid

Moving Expenses

Bank Information (Account and Routing Number for Direct Deposit/Withdrawal)