Tax Planning Organizer - Enrolled Agent

Welcome to Your Tax Planning Organizer

This comprehensive organizer will help us gather the information needed to create an effective tax planning strategy for you. Please complete all relevant sections.

Client Overview

Basic personal and contact information

Full Legal Name *

Social Security Number *

Date of Birth *

Phone Number *

Email Address *

Mailing Address *

Marital Status *

Preferred Communication *

Business Information

Information about any business ownership or self-employment

Do you own a business? *

Income Assessment

All sources of income for comprehensive tax planning

Annual Employment Income (W-2) *

Annual Self-Employment Income

Investment Income (Interest, Dividends)

Capital Gains/Losses

Rental Property Income

Retirement Distributions

Social Security Benefits

Other Income Sources

Expected Income Changes

Deductions & Credits

Potential deductions and credits to optimize your tax situation

Home Office

Business Expenses

Charitable Contributions

Medical Expenses

Education Expenses

Child Tax Credit Eligible

Estimated Charitable Contributions ($)

Estimated Medical Expenses ($)

Other Potential Deductions

Retirement & Investments

Current retirement accounts and investment planning

Current 401(k) Balance

Current IRA Balance

Annual 401(k) Contributions

Annual IRA Contributions

Employer 401(k) Match

Expected Retirement Age

Risk Tolerance

RMD Status

Investment Goals

Tax Planning Goals

Your priorities and objectives for tax planning

Reduce current tax liability

Retirement planning

Estate planning

Business succession planning

Investment planning

College funding

Primary Tax Concern *

Planning Timeline *

Additional Goals or Concerns

Document Checklist

Please indicate which documents you have available

Review & Submit

Please review your information before submitting