2024 Tax Organizer Taxpayer * First Name Last Name Taxpayer Address Address 1 Address 2 City State/Province Zip/Postal Code Country Filing Status * Single Married Filing Separately Married Filing Jointly Head of House Hold SSN * Occupation * Place of Work County * Place of Work State * Phone * (###) ### #### Email * Date of Birth * Spouse If Applicable First Name Last Name Spouse Complete Address Enter complete address if different than Taxpayers SSN Occupation Place of Work County Place of Work State Phone (###) ### #### Email Date of Birth MM DD YYYY Were there any births, deaths, marriages, divorces, or adoptions in your immediate family? None Birth Death Marriage Divorce Adoption Date of Above Event MM DD YYYY Were there any births, deaths, marriages, divorces, or adoptions in your immediate family? Date of Above Event None Birth Death Marriage Divorce Date MM DD YYYY CHILD AND OTHER DEPENDENT INFORMATION Full Name SSN Relationship To You Relationship Months with You Date of Birth MM DD YYYY Full Time Student YES NO Enrolled in Private School or Home Schooled YES NO CHILD AND OTHER DEPENDENT INFORMATION Full Name SSN Relationship To You Relationship Months with You Date of Birth MM DD YYYY Full Time Student YES NO Enrolled in a Private School or Homeschool YES NO Child and Dependent Care Name Full Address of Individual or Business Amount Paid Health Insurance Coverage 1. If you had healthcare coverage with a government Marketplace (Exchange) during 2024. Please provide Form 1095-A, issued by the Marketplace. In some family situations you may have more than one 1095-A, 1095-B, and/or 1095-C. 2. If you are claiming someone on your return who was included on another taxpayer’s policy, then you will need a copy of that taxpayer’s 1095. Complete the information below if you or any individual included in your “tax family” did NOT have insurance coverage for any month of 2024. * Please indicate any month that a member of your "tax family" was NOT insured. JAN FEB MAR APR MAY JUNE JUL AUG SEPT OCT NOV DEC N/A INCOME: NOT ALL ITEMS MAY BE APPLICABLE Wages and Salaries (Please list your places of work & Attach W-2's) This W-2 Form belongs to? Taxpayer Spouse Place of Employment This W-2 Form belongs to? Taxpayer Spouse Place of Employment This W-2 Form belongs to? Taxpayer Spouse Place of Employment This W-2 Form belongs to? Taxpayer Spouse Place of Employment Did you receive a Form 1099-K or have any business or service income received through Cash App, Venmo, PayPal, or other third-party income over $600 for this year? * YES NO Interest Income (SEND 1099-INT)? * YES NO Dividend Income (SEND 1099-DIV)? * YES NO Capital Gains and Losses (SEND 1099-B)? * YES NO Did you or your spouse have any IRA or Roth contributions for the tax year? YES NO Rents/Royalties, Partnerships, S-Corporations, Estates, Trusts (SEND K-1’s)? YES NO Unemployment Compensation Received (SEND 1099-G)? * YES NO Social Security Benefits Received (SEND 1099-SSA)? * YES NO OTHER INCOME * Send all documentation to support selected items. State / Local Tax Refund(s) Alimony Received Child Support Received Scholarship Grant (1098-T) Prizes, Bonuses, or Awards Gambling (W-2G) Unreported Tips Director's Fee Commissions Jury Duty Disability Income Veteran's Pension N/A BUSINESS INCOME & EXPENSES (SOLE PROPRETORSHIP AND SINGLE MEMBER LLC): Sole Proprietorship YES NO Single Member LLC YES NO Partnership YES NO Multi-Member LLC YES NO Corporation YES NO Principle Business or Profession Employer ID number (EIN) if applicable: Business Name Business Address Enter complete Business Address Business is owned by: Taxpayer Spouse Both Accounting Method Cash Accural Did you materially participate in the business? YES NO Is this the first year of the business? YES NO Do you need to deduct mileage for business purposes? YES NO If yes to the question above, list the amount of business mileage. Do you have a home office? (Excluding any home office incurred due to COVID-19) * YES NO If yes, please detail the following: Total home square footage? Office square footage? Please provide the income/expense information for your business. Receipts should be provided to ensure accuracy in the processing of your return. Other Income and Amount Please list type of income then amount Other Income and Amount Please list type of income then amount Other Income and Amount Please list type of income then amount Other Income and Amount Please list type of income then amount Other Income and Amount Please list type of income then amount Advertisment Dues and Subscription Entertainment Repair / Maintenance Insurance Rent Internet Telephone Printing Supplies Other Expenses Other Expenses Please confirm that there is documented support for the income/expense amounts listed above. * YES NO N/A Itemized Deductions Please send all receipt/expense details (if applicable for the following) Medical and Dental Cost Out of Pocket Costs Transportation and Lodging Cost to Obtain Care Other - hearings aids, eyeglasses, medical devices Taxes Paid in 2024 State and Local Income Taxes Real Estate Taxes Personal Property Taxes License Plate Registration Did you buy or sale a home, vacation property, or land during the 2024 tax year? If yes, please proved form 1099-S. YES NO Interest Paid 2024 (Form 1098) Home Mortgage Points paid to purchase or refinance Investment Interest Student Loan Interest Employment Related Expenses that you paid (not related to self-employment income): Dues Books, Subscriptions, Supplies Licenses Tools, Equipment, and Safety Gear Uniform Costs Did you incur casualty or theft losses? YES NO DONATIONS: PLEASE PROVIDE SUPPORT FOR ALL CHARITABLE CONTRIBUTIONS (i.e. Church, United Way, University, Salvation Army, and Goodwill.) WRITTEN DOCUMENTATION IS REQUIRED FOR ALL GIFTS OF $250 OR MORE. Name of Donor Type of Donation. Amount of Donation. Support Provided. Name of Donor Type of Donation. Amount of Donation. Support Provided. Name of Donor Type of Donation. Amount of Donation. Support Provided. Name of Donor Type of Donation. Amount of Donation. Support Provided. CREDITS & OTHER DEDUCTIONS: Job related Moving Expenses Are you a member of the Armed Forces on active duty and moving due to a permanent change of station due to a military order? YES NO Did you move during the 2024 tax year? If yes, please list moving expenses: YES NO Cost to Move Household Goods Cost of Lodging during Move Travel to New Home (no. of miles) Did you pay tuition or fees for higher education? If applicable please attach 1098-T YES NO N/A Special Cases: Did you receive any active or reserve military pay? YES NO Did you install any energy property to your residence such as solar water heaters, generators, fuel cells or energy efficient improvements such as exterior doors or windows, insulation, heat pumps, furnaces, central air conditioners or water heaters? YES NO Did you make any estimated tax payments for year 2024? YES NO Are you a first time homebuyer? YES NO Did you pay rent during the 2024 calendar year? YES NO Was the rent paid for your principle place of residence? YES NO If yes, please detail the following: Name of Landlord Address Amount Paid Months Occupied Is there anything else that you feel like I need to know? If you would like your tax refund (if any) deposited directly into your bank via ACH please provide the information below: *Please double check all banking account information, if information isn’t accurate delays could result in the processing of your refund. * Name of Banking Institution Checking Account # Routing # Thank you!