1. Filer identification

Full name*

Email*

Phone

SSN

Date of birth

Mailing address

City

State

ZIP

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

Relationship

5. Income — check what applies

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

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 preparer (optional)

Authorization & signature

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

Print name*

Date*

Individual Tax Organizer

Organizer received