1. Filer identification

Full name*

Email*

Phone

SSN

Date of birth

Mailing address

City

State

ZIP

1a. Identity verification

Required for IRS Pub 4557 preparer due-diligence. Photo of your government-issued ID + your Social Security card (or a clear list of the SSN).

Government-issued photo ID (front) — driver's license, state ID, or passport

Photo ID (back) — if driver's license or state ID

Social Security card (or Form SSA-1099 / other SSA document showing SSN)

Tip: place the ID flat on a dark surface and photograph from directly above. Don't hold the ID in your hand — IRS-acceptable images require all corners and the magnetic stripe (if any) to be clearly visible.

2. Spouse

Are you married filing jointly?

Yes No

Spouse first name

Spouse last name

Spouse SSN

Spouse DOB

Spouse phone

Spouse email

3. Filing status

Pick one.

4. Dependents

Add a row for each dependent.

#1

Name

DOB

SSN

Relationship

5. Income — check what applies

Counting states? Include no-income-tax states like FL, TX, TN, NV, or WA — check the box and list every state below. We’ll determine which ones actually need a return.

Which states? (if more than one)

6. Deductions — check what applies

7. Required IRS questions

At any time during 2026 did you have a financial interest in or signature authority over a foreign financial account?

Yes No

Did you receive, sell, exchange, or dispose of any digital asset (crypto/NFT) in 2026?

Yes No

Did anyone else claim you as a dependent in 2026?

Yes No

Did you have qualifying health coverage all 12 months?

Yes No

Did you have any major life events in 2026 (marriage, divorce, birth, move, large purchase)?

Yes No

7a. Healthcare coverage

Did you (or anyone on your return) purchase health insurance through the Marketplace OR receive Advance Premium Tax Credits during the year?

Yes No Unsure

Upload Form 1095-A (Health Insurance Marketplace Statement) — if Yes

Required for premium tax credit reconciliation. Without the 1095-A, the IRS may delay your return.

7b. Due-diligence questions

Required if claiming dependents, the Earned Income Credit (EIC), Child Tax Credit / Additional CTC, Credit for Other Dependents, American Opportunity Credit (AOTC), or filing Head of Household. Under IRC §6695(g), we are required to ask + document these questions. Answer to the best of your knowledge.

Did the qualifying child(ren) live with you in the United States for more than half of the tax year?

Yes No N/A — no dependents

Can anyone else claim the child(ren) as a qualifying child this year?

Yes No N/A — no dependents

If yes above, who? (parent, ex-spouse, grandparent, etc.)

Do you have records to substantiate residency and relationship for the qualifying child(ren) (school records, medical records, lease, custody documents, etc.)?

Yes No N/A — no dependents

If filing Head of Household: did you pay more than half the cost of keeping up the home for the year?

Yes No N/A — not HOH

7c. Treasury Offset acknowledgment

The Treasury Offset Program (TOP) may apply your refund against past-due federal/state debts.

I understand that any refund may be applied (offset) against past-due federal/state debts including defaulted student loans, child support obligations, federal/state tax debts, and other amounts owed to government agencies. The IRS Offset Hotline is 1-800-304-3107 for any inquiry about specific debts that may offset my refund.

I acknowledge

Engagement details

Helps us scope the work and confirm pricing.

Did TaxOwl Advisors prepare your return last year?

Yes No

Are you filing for tax year 2026 (calendar year)? If no, note fiscal year below.

Yes No

If non-calendar fiscal year, list start/end dates

Have you received any IRS or state tax notices in the past 12 months?

Yes No

Do you need an extension filed (Form 4868 / 7004)?

Yes No

Documents you'll send us

Check what you'll be sending. You can upload some now (below) or send everything later via your secure portal.

Photo ID and Social Security cards (filer + spouse + dependents) All W-2s, 1099s, K-1s, 1098s Last year's tax return (if new client) Mortgage statements + property tax bills Brokerage statements / cost-basis reports Receipts for charitable contributions Self-employment income & expense summary Rental property income & expense summary

Upload supporting documents (optional)

Drag files in or click to browse. Attach W-2s, 1099s, K-1s, 1098s, prior-year returns, organizer worksheets, brokerage statements, or anything else. PDF, DOC, DOCX, XLS, XLSX, RTF, TXT, JPG, PNG, HEIC. Up to 10 files, 10 MB each. You can also upload later via your secure portal — this is just for convenience.

📎 No files chosen — click to upload Browse

Anything else we should know?

Notes for your specialist (optional)

9a. Direct deposit & refund delivery

Refund-routing fields if you want direct deposit (recommended — fastest delivery, no lost-check risk).

Bank name

Routing number (9 digits)

Account number

Account type

Checking Savings

Upload a voided check (verification — guards against routing/account typos)

Refund delivery preference

Direct deposit (single account) Paper check by mail Applied to next year's estimated tax Split across multiple accounts (Form 8888)

9b. Engagement acknowledgments

Required engagement-relationship terms. Check each to confirm.

Payment policy. I understand that preparation fees are due before my return is completed or e-filed. I will receive an invoice with my flat fee. Fees paid are non-refundable once preparation has commenced.

I acknowledge

Engagement scope. I understand that this engagement includes preparing the current-year return identified above. Services NOT included unless separately engaged: prior-year returns, amended returns from other preparers, IRS examination / appeals / Tax Court representation beyond AFSP scope, ongoing tax planning between engagements, and bookkeeping cleanup.

I acknowledge

Electronic signature consent (E-SIGN Act). I consent to use of electronic signatures throughout this engagement, including for engagement letters, organizers, Form 8879 e-file authorizations, and any other documents requiring my signature. I confirm I can access and retain electronic documents in PDF format.

I consent

Form 8879 acknowledgment. I understand that this organizer submission is NOT my authorization to e-file my return. After my return is prepared, I must review the completed return and sign IRS Form 8879 (and any state e-file equivalents) BEFORE my return can be e-filed.

I acknowledge

9c. §7216 Consent to USE of tax return information

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.

You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the use of your tax return information, your consent is valid for the amount of time you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

I, the taxpayer named on this organizer, authorize CKT Ventures, LLC (doing business as TaxOwl Advisors) to use my tax return information for the following purposes:

To identify and offer me additional services TaxOwl Advisors provides, including tax planning sessions, bookkeeping, payroll, sales-tax compliance, and amended returns;
To send me seasonal communications about year-end planning opportunities, withholding reviews, and quarterly estimated-tax updates relevant to my specific tax situation;
To recommend specific tax-saving strategies based on the data in my prepared return.

Duration: This consent is valid until the earlier of (a) the date I sign the engagement letter for my next tax-return preparation, (b) the date I revoke this consent in writing (sent to hello@taxowl.co), or (c) one year from the date I sign this consent.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.

Do you consent to the use described above?

Yes — I consent No, I do not consent

9d. §7216 Consent to DISCLOSURE of tax return information

Federal law requires this consent form be provided to you. Unless authorized by law, we cannot disclose, without your consent, your tax return information to third parties for purposes other than the preparation and filing of your tax return. If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.

You are not required to complete this form. If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid. If you agree to the disclosure of your tax return information, your consent is valid for the amount of time you specify. If you do not specify the duration of your consent, your consent is valid for one year from the date of signature.

I, the taxpayer named on this organizer, authorize CKT Ventures, LLC (doing business as TaxOwl Advisors) to disclose my tax return information to the following third parties for the following purposes:

IRS-authorized e-file transmitters and tax-preparation software vendors as required to e-file my federal and state returns;
State revenue authorities for state return processing;
Banking institutions for direct-deposit processing and refund-transfer products (if I elect direct deposit or a refund transfer);
Other professional service providers I specifically authorize in writing in the future (such as my financial advisor, attorney, or a lender requiring tax transcripts).

Duration: This consent is valid until the earlier of (a) the date I sign the engagement letter for my next tax-return preparation, (b) the date I revoke this consent in writing (sent to hello@taxowl.co), or (c) one year from the date I sign this consent.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email at complaints@tigta.treas.gov.

Do you consent to the disclosures described above?

Yes — I consent No, I do not consent

Authorization & signature

I confirm the information above is accurate to the best of my knowledge.

Print name*

Date*

Individual Tax Organizer

Organizer received