Individual Tax Planning

Individual Tax Organizer

For Form 1040 and California State Tax Return

Please use this organizer to gather your documents and information before submitting your materials. This helps us efficiently and accurately prepare your federal and California tax returns.

1. Personal Information

Please provide the following:

• Full legal name
• Social Security Number
• Date of birth
• Filing status (Single, Married Filing Jointly, etc.)
• Home address (including city, state, and ZIP code)
• Phone number
• Email address
• A copy of your prior year’s tax return is required in order to electronically file your 2024 return.
• If you are a new client or if your returns were not prepared by us, please also include your two additional prior year returns (three years total) for reference.

2. Dependent Information

If you are claiming dependents, please include:

• Full name of each dependent
• Date of birth
• Social Security Number
• Relationship to you
• Number of months the dependent lived with you in 2024
• Did the dependent earn more than $4,700 in 2024?

3. Income Documents

Please upload or submit copies of the following as applicable:

• W-2s from all employers
• 1099-INT (interest income)
• 1099-DIV (dividend income)
• 1099-B (capital gains – include cost basis and acquisition dates)
• 1099-R (retirement distributions)
• Schedule K-1s (from partnerships, S corps, estates/trusts)
• Rental property income and expenses (include address, rental period, income received, and itemized expenses such as mortgage interest, property tax, repairs, management fees, and depreciation schedules)
• Business income and expenses from a sole proprietorship or single-member LLC (include a profit and loss statement, business use of home or vehicle, 1099-NEC forms received, and any major purchases)
• Other income (unemployment, gambling winnings, jury duty, alimony received, etc.)

4. Deductions and Adjustments

Gather supporting documents for any of the following:

• Form 1098 (mortgage interest)
• Property tax paid
• Charitable contributions
• Medical expenses
• Student loan interest (Form 1098-E)
• Educator expenses
• IRA contributions (traditional or Roth)
• Self-employed health insurance premiums
• SEP IRA or solo 401(k) contributions

5. California-Specific Information

If you are filing a California return, please answer:

• Did you reside in California all year?
• Did you earn income from other states?
• Estimated tax payments made to California (include dates and amounts)
• Rent paid for your primary residence (may qualify for California renters credit)
• Contributions to CalSavers or a California 529 plan?
• Did you and your dependents have qualifying health insurance coverage through Covered California or another provider?
  • Include Form 3895 (Covered California) and/or Form 1095-A if applicable

6. Other Information

• Do you want to direct deposit your refund? (Please provide a voided check)
• Did you receive any health insurance subsidies or premium tax credits?
• Did you buy, sell, or use cryptocurrency?
• Did you receive any Economic Impact Payments (stimulus)?
• Would you like your return to be electronically filed?
• Have you changed your address or bank account since last year?

📎 Submitting Your Information

Please use our secure client portal to upload your completed organizer and documents.

• At a minimum, we must have a copy of your prior year’s tax return to e-file your current return.
• If you are a new client, please include all available returns from the last three tax years for full context.