Tax Debt Services – Individual Tax Return Organizer

Please complete the following information so that we may best prepare your tax return

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Name *

First

Middle

Last

Social Security Number *

Date of Birth *

Year any Did

Mailing Address *

Address Line 1

Address Line 2

City

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Zip Code

Occupation *

Tax Year for Organizer202420232022202120202019201820172016201520142013201220112010

Filing Status *

• Single
• Married Filing Jointly
• Married Filing Separately
• Head of Household
• Qualifying Widow(er)

Spouse's Name *

First

Middle

Last

Spouse's Social Security Number *

Spouse's Date of Birth *

Would you like to file it electronically? *

• Yes
• No

Do You Have Any Dependents? *

• Yes
• No

Names, relationship, social, and date of birth of any dependents *

Do You Own any Real Property? *

• Yes
• No

Mortgage Interest Payments *

Property Tax Payments *

Did you Make any Charitable Contributions? *

• Yes
• No

Describe Donation Type, Value of Donation, and Organization *

Upload Tax Documents

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