THE TAX CUTTERY® — Tax Organizer

Secure intake · your link is single-use and tied to your file

Intake Context

Captured at first contact; shown read-only to the preparer.

What changed since last year / what's bugging you?

Any of these apply?

IRS notice or balance duelevy/garnishdeadline this weekunfiledback taxesauditnone

How soon do you need this?

this weekthis monththis seasonno rush

What you want from us

A — tax prep onlyB — advisory + tax prep

Ramsey familiarity / Baby Step

Question 1

Question 2

Question 3

Filing Information

Tax year

Filing status

SingleMFJMFSHOHQSS

Primary Taxpayer

First name

Middle name

Last name

SSN (last 4)

Date of birth

Sex

Occupation (1040 p.2 signature line)

Phone

Email

Spouse Information

First name

Last name

SSN (last 4)

Date of birth

Occupation

Home Address

Street

Apt / unit

City

State

ZIP

County

Address changed since last year

Dependents

Full legal name

SSN (last 4)

Date of birth

Relationship

Months in home

Lived all 12 months

U.S. citizen

Disabled

Full-time student

Childcare paid

Childcare amount

Education credit (1098-T)

Identity Verification

Required for IRS e-file / FinCEN. Captured via the organizer token (TRAPANI).

ID type

ID number

Issuing state

Issue date

Expiration date

Identity verified

ID photo (camera capture)

Income Sources

Check all that apply — we'll only request the documents for what you select.

Income types

W-2 wagesSelf-employment (1099-NEC / 1099-K)Investment sales (1099-B)Interest (1099-INT)Dividends (1099-DIV)PensionIRA distribution (1099-R)Rental / royaltyPartnership / S-corp / trust (K-1)Social Security (SSA-1099)Unemployment (1099-G)CryptocurrencyHome sale (1099-S)Other 1099 incomeForeign accounts / FBARAlimony received

Upload your current-year tax forms

Add every W-2, 1099, K-1, 1098, and other tax form you have. You can select several files at once.

Number of businesses

Vehicle used for business

Number of rental properties

Exchanges used

Expected 1099-R count

Refund & Banking

Refund preference

direct_depositcheckapply_next

Made estimated payments?

Bank name

Routing number

Account type

Account number

Numbers for your First Look

If you share even rough numbers here, I can hand you a First Look — a computer-built preview of your federal outcome — before my team starts your full return. Every field below is optional; estimates are fine, because this powers a preliminary preview, not your filing.

W-2 wages — Box 1 total, all jobs

Estimates are fine — this powers your preliminary First Look, not your filing.

Federal tax withheld on W-2s — Box 2 total

Estimates are fine — this powers your preliminary First Look, not your filing.

Taxable interest — 1099-INT Box 1

Estimates are fine — this powers your preliminary First Look, not your filing.

Tax-exempt interest — 1099-INT Box 8, if any

Estimates are fine — this powers your preliminary First Look, not your filing.

Total ordinary dividends — 1099-DIV Box 1a

Estimates are fine — this powers your preliminary First Look, not your filing.

Qualified dividends — 1099-DIV Box 1b

Estimates are fine — this powers your preliminary First Look, not your filing.

Pension distributions, gross — 1099-R Box 1

Estimates are fine — this powers your preliminary First Look, not your filing.

Pension taxable amount — 1099-R Box 2a

Estimates are fine — this powers your preliminary First Look, not your filing.

IRA distributions, gross — 1099-R Box 1

Estimates are fine — this powers your preliminary First Look, not your filing.

IRA taxable amount — 1099-R Box 2a

Estimates are fine — this powers your preliminary First Look, not your filing.

Social Security benefits — SSA-1099 Box 5

Estimates are fine — this powers your preliminary First Look, not your filing.

Unemployment compensation — 1099-G Box 1

Estimates are fine — this powers your preliminary First Look, not your filing.

Federal tax withheld on any 1099s or SSA-1099

Estimates are fine — this powers your preliminary First Look, not your filing.

Federal estimated tax payments made for the year

Estimates are fine — this powers your preliminary First Look, not your filing.

Educator expenses (K-12 teachers)

Estimates are fine — this powers your preliminary First Look, not your filing.

HSA contributions you made outside payroll

Estimates are fine — this powers your preliminary First Look, not your filing.

Student loan interest paid — 1098-E

Estimates are fine — this powers your preliminary First Look, not your filing.

Mortgage interest paid — Form 1098

Estimates are fine — this powers your preliminary First Look, not your filing.

State and local income taxes paid

Estimates are fine — this powers your preliminary First Look, not your filing.

Real estate (property) taxes paid

Estimates are fine — this powers your preliminary First Look, not your filing.

Personal property taxes paid (e.g. vehicle)

Estimates are fine — this powers your preliminary First Look, not your filing.

Charitable gifts — cash

Estimates are fine — this powers your preliminary First Look, not your filing.

Charitable gifts — non-cash goods

Estimates are fine — this powers your preliminary First Look, not your filing.