EXISTING AND RETURING CLIENTS:  Please review and update information in all questions.  Ensure information used in 2023 return is still accurate and applicable. THE IRS IS REVIEWING AND COMPARING INFORMATION FROM 2 OR MORE DATABASES.  IF THE INFORMATION DOES NOT CORRELATE YOUR RETURN CAN TAKE MANY MONTHS, IF NOT YEARS, TO RESOLVE THE ISSUE.

​Client Tax Organizer

​​​The Client Tax Organizer, link below, lists information I require to accurately complete your tax return.  Even though it is very comprehensive, and some of the questions do not pertain to every taxpayer, please review all of the questions.  

THIS IS A CHECKLIST.  INFORMATION DOES NOT REQUIRE COMPLETION BUT RATHER A CHECKLIST TO ENSURE THE INFORMATION IS PROVIDED TO ME.

I WILL EMAIL YOU A PDF OF YOUR RETURN BEFORE I SUBMIT ELECTRONICALLY.  PLEASE REVIEW THE PERSONAL INFORMATION, SUCH A NAMES, SOCIAL SECURITY NUMBERS, ADDRESS, DEPENDENT INFORMATION AND BANK INFORMATION.  IF THEY ARE NOT CORRECT, EXTENSIVE IRS PROCESSING DELAYS CAN BE EXPECTED.  AFTER I PROVIDE A PDF OF YOUR RETURN, IN MOST CASES I WILL CONTACT YOU AND COVER MUCH OF THE INFORMATION TO ENSURE IT MATCHES THE CHECKLIST AND IRS REQUIREMENTS.

​NEW CLIENTS:  Please review all 27 questions.