IndividualOrganizer Tax Organizer Read Before Starting Before starting this form, I would gather your estimated tax payments, information about charitable contributions, information about energy efficient improvements and the names of any entities that you own. Tax year * 202320222021Older year What is your full legal name? * Email * Phone * Are you a new client? * Yes No Address * Address Address Address City City State/Province AlabamaAlaskaArkansasArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming State/Province Zip/Postal Zip/Postal Date of birth? * Are you married? * Yes No What is your partner's full legal name? * What is your partner's date of birth? * Email * Do you have an IP PIN with the IRS? * Yes No What is your IP PIN? * https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin Does your spouse have an IP PIN with the IRS? * Yes No What is your spouse's IP PIN? * https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin Did you make an estimated payments? * Yes No Do you know the amounts paid and the dates? * Yes No Payments Date Paid * Tax Agency Paid * IRSResident StateOther State Tax Agency Paid Amount Paid * plus1 Add minus1 Remove If you are human, leave this field blank. Next
