2017-2023Individual Tax Organizer (ITO)

We kindly request your prompt attention to the following matters:

Please complete the following questionnaire within 30 days to ensure the accuracy and timelines of your tax return(s). Failure to complete this form may result in your file being closed.

When submitting your completed packet, please ensure that all relevant items listed on the checklist are attached. If you are married, it is important to note that your spouse’s income is considered part of the household and should be included. Additionally, if you are
self-employed, a year-to-date profit & loss statement will be required.

We recommend you maintain organized records of your pay stubs, bank statements, bills, and expenses. Finally, it is your responsibility to continue paying your estimated tax payments to avoid any potential delays.

By signing below, you certify that the information and statements contained in this questionnaire are accurate and based on your best estimates and beliefs. Your cooperation in this matter is greatly appreciated.

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Fill out each section completely; incomplete sections/missing information will result in unnecessary delays while your file is being processed by our professional team.

Taxpayer Information

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