TAX CLIENT ORGANIZER / QUESTIONNAIRE

 

Income tax time here! This packet is prepared to assist you in gathering information for your 2019 tax return.  Please review the entire packet and respond to any items that apply to you.

When you submit your documents please supply your Organizer and the documents/info that apply to your tax situation.

Documents may be sent via the secure portal or delivered during a pre-scheduled appointment (click here to schedule). You can also call us at (847) 943-9922 or email us at ken@sharppointbooks.com if you wish to schedule an in-person tax appointment. We look forward to serving you this year.

NEW CLIENTS

  • 2017 and 2018 Federal and State tax returns

  • Legal Name, SSN and birthdate of primary taxpayer, spouse and dependents

  • Current occupations of taxpayer and spouse

  • Did you move during 2019?  From where? ______________________ Date of move __________________

    To where? ____________________________________________________________________________

  • Did you reside in more than one state during 2019? If yes, which states? ___________________

  • Family or filing status changes: marriage, divorce, births, deaths, attending college, etc.?

  • Please provide a copy of both spouses’ driver’s licenses for identity verification. Protection of your identity/tax information is vitally important and our tax software requires us to input this data as a security measure.

  • Bank account to use for direct deposit of your refund or tax payment - Please provide a cancelled check or a savings accounts slip (for direct deposit/direct debit information).

EXISTING CLIENTS

  • Did your address, phone or email change?

  • Family or filing status changes: marriage, divorce, births, deaths, attending college, etc.?

  • Did you or your spouse change occupations?