LAS-F1040-Individual

Tax Return Organizer

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Step 1 of 11

Please read the instructions on the next page and complete Form-1040 - Individual Income Tax Return Organizer.

Instructions - Please Read!

Dear Client,

Per our conversation, please complete the Online Tax Organizer we designed to help you gather the information required to prepare your individual income tax returns. Please answer all of the questions and provide all information and documents requested in this form, so we may begin preparing your tax return and get you all of the deductions and credits that you deserve. All information you provide is strictly confidential, and we shall not disclose any of your personal information without your specific consent.

IMPORTANT: Estimated average time needed to complete this form is 30-45 minutes. Please complete this form in one session. You also can save the partially completed form and continue later by clicking the “Save and Continue Later” button at the bottom of the form and following the prompts.

The Internal Revenue Service (IRS) matches information returns/forms with amounts reported on tax returns. A negligence penalty may be assessed when income is underreported or deductions are overstated. Accordingly, all information returns reflecting amounts reported to the IRS are also mailed or delivered to taxpayers in an envelope marked “IMPORTANT TAX RETURN DOCUMENTS ENCLOSED” and should be submitted with this organizer. Before completing the form, you may need digital copies (PDF, Photo, Excel, Word, etc.) of the following documents (not all may apply to you or your business):

W-2 (wages)
1099-R (retirement)
1099-INT (interest)
1099-DIV (dividends)
1099-B (brokerage sales)
1099-MISC (rents, etc.)
1099 (any other)
1095-A, 1095-B, or 1095-C (health insurance)
1098-T (education)
Schedules K-1 (Forms 1065, 1120S, 1041)
Annual brokerage statements
1098 (mortgage interest)
8886 (reportable transactions)
Closing Disclosure (real estate sales/purchases)
Copies of any tax elections or revocations in effect
Other information statements (self-employed profit-loss statement, balance sheet, trial balance, business mileage log, home office sf & expenses, etc.)

You can securely upload the above tax documents and any additional documentation not mentioned in this form to your, linked here, LFG ACCOUNTING CLIENT PORTAL ACCOUNT Please: Generally, we ask clients to provide all information in one session. However, if you do not have one or more of the requested documents or information on hand, you can skip that specific question(s) and complete / submit the information you currently have. We will follow up with you regarding any missing documents and information afterward. Please use the explanation field in the applicable questions.

The annual filing deadline for your income tax return is generally April 15. Your completed tax organizer needs to be received no later than February 28, or 7 business days after you’ve signed the engagement letter and were asked by us to fill out the tax organizer, whichever is sooner. Any information received after that date may require an extension to be filed for this return. If an extension of time is required, any tax due must be paid with that extension. Any taxes not paid by the filing deadline may be subject to late-payment penalties and interest. If you don’t pay a reasonable estimate of your tax liability, your extension may be deemed invalid, subjecting you to late-filing penalties.

We look forward to providing services to you. Should you have questions regarding any items, please do not hesitate to contact:

Serge Louis, EA
Email: sergel@lfgaccounting.com
Phone: 954-451-1182 Ext. 930

In particular, if you are uncertain of the appropriate response for any of the requested items, please consult the contact above.

Sincerely,
LFG Accounting Services, LLC

Please Select The Tax Year You Are Completing This Organizer For:
One Organizer Submission Per Each Tax Year*
SECTION 1: CERTIFICATION & TAXPAYER INFORMATION
To the best of my knowledge, the undersigned certifies that the information documented in and provided with this tax organizer is complete and accurate.
1.1. Did LFG Accounting prepare your tax return last year?*

Yes

No
1.2. What is your full legal Name? (taxpayer)*
Enter the taxpayer full legal name
First Middle Last Suffix
1.3. Taxpayer's Signature*
1.4. Taxpayer: SSN*

1.5. Taxpayer: date of birth*
MM slash DD slash YYYY

1.6. Taxpayer: Occupation*

1.7.0. Did your principal residence address change in 2019?*

Yes

No
1.7.1. Did your principal residence address change in 2020?*

Yes

No
1.7.2. Did your principal residence address change in 2021?*

Yes

No
1.7.3. Did your principal residence address change in 2022?*

Yes

No
1.7.4. Did your principal residence address change in 2023?*

Yes

No
1.8. Principal Residence - Home Address*
Street Address City State ZIP Code

1.9. School District

1.10. County

1.11. Taxpayer: Email*
Enter Email Confirm Email

1.12. Taxpayer: Mobile Phone*
1.13. Taxpayer: Home/Office Phone
1.14. Did your driver license expire last year?*

Yes

No
Please upload a copy of the Taxpayer's and Spouse’s Current Driver's License to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT Please confirm upload or, if you didn't upload or can't upload the requested document(s), please provide clarification below.
1.15. Taxpayer's Current Driver's License*

Uploaded

Not uploaded (please clarify)
Not Uploaded- Taxpayer & Spouse Driver License*

1.16. Did you change residences during the past tax year and/or will the address on your current returns be different from that shown on your prior year returns?*

YES

NO
1.17. What is the old address?*
Street Address City State ZIP Code

SECTION 2: PERSONAL INFORMATION
2.1.0. Did your marital status change during 2019?*

Yes

No
2.2. Marial Status*
2.1.1. Did your marital status change during 2020?*

Yes

No
2.1.2 Did your marital status change during 2021?*

Yes

No
2.1.3. Did your marital status change during 2022?*

Yes

No
2.1.4. Did your marital status change during 2023?*

Yes

No
2.3. Are you filing together with your spouse?*

Yes

No
Are you filing together with your spouse- No*

2.4. What was your federal filing status last year?*

Single

Head of Household

Married filing jointly

Married filing separately

Qualifying surviving spouse
2.5. Do you want to allow your tax preparer to discuss this year's return with the IRS?*

Yes

No
If no, enter another person (if desired) to be allowed to discuss this return with the IRS.
2.6. Designee's Name*

2.7. Phone Number*
2.8. Personal Identification Number (5 digit PIN)*

2.9.0. Do you or your spouse plan to retire in 2019?*

Yes

No
2.9.1. Do you or your spouse plan to retire in 2020?*

Yes

No
2.9.2. Do you or your spouse plan to retire in 2021?*

Yes

No
2.9.3. Do you or your spouse plan to retire in 2022?*

Yes

No
2.9.4. Do you or your spouse plan to retire in 2023?*

Yes

No
2.10.0. Were you or your spouse permanently and totally disabled in 2019?*

Yes

No
2.10.1. Were you or your spouse permanently and totally disabled in 2020?*

Yes

No
2.10.2. Were you or your spouse permanently and totally disabled in 2021?*

Yes

No
2.10.3. Were you or your spouse permanently and totally disabled in 2022?*

Yes

No
2.10.4. Were you or your spouse permanently and totally disabled in 2023?*

Yes

No
2.11.0. Was the taxpayer or spouse alive in 2019?*

Yes

No
2.11.1. Was the taxpayer or spouse alive in 2020?*

Yes

No
2.11.2. Was the taxpayer or spouse alive in 2021?*

Yes

No
2.11.3. Was the taxpayer or spouse alive in 2022?*

Yes

No
2.11.4. Was the taxpayer or spouse alive in 2023?*

Yes

No
2.12. Enter date of death for taxpayer
MM slash DD slash YYYY

2.13. Enter date of death for spouse
MM slash DD slash YYYY

2.14.0 Were you or your spouse a member of the U.S. Armed Forces during 2023?*

Yes

No
2.14.1. Were you or your spouse a member of the U.S. Armed Forces during 2022?*

Yes

No
2.14.2. Were you or your spouse a member of the U.S. Armed Forces during 2021?*

Yes

No
2.14.3. Were you or your spouse a member of the U.S. Armed Forces during 2020?*

Yes

No
2.14.4. Were you or your spouse a member of the U.S. Armed Forces during 2019?*

Yes

No
2.15. During the reporting tax year did you have any dependent child (ren) who lived with you?*

Yes

No
2.16. Did you file your tax return with them last year?*

Yes

No
2.17.0. Did you or your spouse give birth to a new CHILD in 2019?*

Yes

No
2.17.1. Did you or your spouse give birth to a new CHILD in 2020?*

Yes

No
2.17.2. Did you or your spouse give birth to a new CHILD in 2021?*

Yes

No
2.17.3. Did you or your spouse give birth to a new CHILD in 2022?*

Yes

No
2.17.4. Did you or your spouse give birth to a new CHILD in 2023?*

Yes

No
CONGRATULATIONS!
We wish you all the happiness and love that comes with welcoming a brand-new little human into this world. This incredible responsibility comes with endless joy that we are so happy to share with you. May your family be constantly surrounded by love and Joy.

Sincerely,

LFG Accounting Team
2.19. Last 3 years of returns*

Uploaded

Not Uploaded (please clarify)
Not Uploaded- Last 3 Years of Returns*

Please upload copies of federal and state returns for the three (3) previous years to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT Please confirm upload, or if you haven’t or can't upload the requested document(s), please provide clarification below.
2.20. How did your hear about LFG Accounting?*
2.20.1 Referral*

2.20.2 Others*

2.21. Since we did not prepare your prior year returns, do we have permission to contact your predecessor tax return preparer? If permission is granted, please provide the predecessor’s name and contact information.*

2.22.0. Do you or your spouse currently have a foreign bank account and/or foreign assets and foreign taxes in 2019?*

Yes

No
2.22.1. Do you or your spouse currently have a foreign bank account and/or foreign assets and foreign taxes in 2020?*

Yes

No
2.22.2. Do you or your spouse currently have a foreign bank account and/or foreign assets and foreign taxes in 2021?*

Yes

No
2.22.3. Do you or your spouse currently have a foreign bank account and/or foreign assets and foreign taxes in 2022?*

Yes

No
2.22.4. Do you or your spouse currently have a foreign bank account and/or foreign assets and foreign taxes in 2023?*

Yes

No
2.23. Did you have any Sole Proprietor-type self-employment income/expenses from your business, profession, or other work as an independent contractor in the past tax year? (Not applicable to income from Partnerships or Corporations.) For example: Uber or Lyft*

Yes

No
NOTE: Answer YES, if you are a 1099-worker, Independent Contractor, Sole Proprietor, or Single-Member LLC owner.
2.24. Did you derive any income or losses from rental or royalty properties in the past tax year?*

Yes

No
SECTION 3: SPOUSE INFORMATION
3.1. Spouse Name*
First Middle Last Suffix
3.2. Spouse Date of Birth*
MM slash DD slash YYYY

3.3. Spouse: Social Security Number*

3.4. Spouse: Occupation*

3.5. Is the spouse Blind?*

Yes

No
3.6. Did your spouse driver license expire last year?*

Yes

No
Please upload a copy of the Taxpayer's and Spouse’s Current Driver's License to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT Please confirm upload or, if you didn't upload or can't upload the requested document(s), please provide clarification below.
3.7. Spouse's Current Driver's License**

Uploaded

Not uploaded (please clarify)
Spouse's Current Driver's License*

3.8. Spouse Email:*
Enter Email Confirm Email

3.9. Spouse Mobile Phone*
3.10. Spouse: Home/Office Phone
SECTION 4: DEPENDENT/OTHER DEPENDENT
4.1. Dependent Children:*
Full Name
SSN
Relationship
Date of Birth

Please Select the plus + button to add multiple dependents
4.2. Did you incur any child care expenses and/or home care expenses in the past year?*

Yes

No
Please upload your child care expense documents to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
4.3.0. Did you provide over half the support for any other person (s) or dependent (s) during 2023?*

Yes

No
4.3.1. Did you provide over half the support for any other person (s) or dependent (s) during 2022?*

Yes

No
4.3.2. Did you provide over half the support for any other person (s) or dependent (s) during 2021?*

Yes

No
4.3.3. Did you provide over half the support for any other person (s) or dependent (s) during 2020?*

Yes

No
4.3.4. Did you provide over half the support for any other person (s) or dependent (s) during 2019?*

Yes

No
4.4. Other Dependent Data:
Full Name
SSN
Relationship
Date of Birth

Please Select the plus + button to add multiple dependents
4.5. Do you have any dependents who must file?*

Yes

No
4.6. Do you want us to prepare the return(s)?*

Yes

No
Please upload their documents to yourLFG ACCOUNTING CLIENT PORTAL ACCOUNT
4.7. Do you have children who are under age 19 or a full time student under age 24 with investment income greater than $2,500?*

Yes

No
4.8. Do you want to include your child's income on your return?*

Yes

No
4.9. Are any of your dependents not U.S. citizens or residents?*

Yes

No
4.9.0. Did you incur adoption expenses during 2023?*

Yes

No
4.9.1. Did you incur adoption expenses during 2022?*

Yes

No
4.9.2. Did you incur adoption expenses during 2021?*

Yes

No
4.9.3. Did you incur adoption expenses during 2020?*

Yes

No
4.9.4. Did you incur adoption expenses during 2019?*

Yes

No

SECTION 5: IRA, PENSION AND EDUCATION SAVINGS PLANS
Please answer the following questions, and if any question answers “Yes,” upload any additional relevant files to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
5.1. Did you take a retirement account distribution related to the coronavirus or a natural disaster?*

Yes

No
5.2. Did you receive payments from a pension or profit-sharing plan?*

Yes

No
5.3. Did you receive a total distribution from an IRA or other qualified plan that was partially or totally rolled over into another IRA or qualified plan within 60 days of the distribution?*

Yes

No
5.3.1. Did you convert all or part of a regular IRA into a Roth IRA?*

Yes

No
5.3.2. Did you roll over all or part of a qualified plan into a Roth IRA?*

Yes

No
5.4. Did you contribute to a Coverdell Education Savings Account?*

Yes

No

SECTION 6: ITEMS RELATED TO INCOME/LOSSES
Please answer the following questions, and if any question answers “Yes,” upload any additional relevant files to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
6.1.0. Did you receive any disability payments in 2023?*

Yes

No
6.2. Did you have any taxable distributions from an ABLE account?*

Yes

No
6.1.1. Did you receive any disability payments in 2022?*

Yes

No
6.1.2. Did you receive any disability payments in 2021?*

Yes

No
6.1.3. Did you receive any disability payments in 2020?*

Yes

No
6.1.4. Did you receive any disability payments in 2019?*

Yes

No
6.3. Did you receive tip income not reported to your employer?*

Yes

No
6.4.0. Did you buy, sell, refinance, or abandon a principal residence or other real property in 2023?*

Yes

No
6.4.1. Did you buy, sell, refinance, or abandon a principal residence or other real property in 2022?*

Yes

No
6.4.2. Did you buy, sell, refinance, or abandon a principal residence or other real property in 2021?*

Yes

No
6.4.3 Did you buy, sell, refinance, or abandon a principal residence or other real property in 2020?*

Yes

No
6.4.4 Did you buy, sell, refinance, or abandon a principal residence or other real property in 2019?*

Yes

No
Please the upload escrow statements or Forms 1099 to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
6.5. If you sold or abandoned a home, did you claim the First-Time Homebuyer Credit when you purchased the home?*

Yes

No
6.6. Are you planning to purchase a home soon?*

Yes

No
6.7.0. Did you incur any casualty or theft losses during 2023?*

Yes

No
6.7.1. Did you incur any casualty or theft losses during 2022?*

Yes

No
6.7.2. Did you incur any casualty or theft losses during 2021?*

Yes

No
6.7.3. Did you incur any casualty or theft losses during 2020?*

Yes

No
6.7.4 Did you incur any casualty or theft losses during 2019?*

Yes

No
6.8. Did you incur any non-business bad debts?*

Yes

No
SECTION 7: PRIOR YEAR TAX RETURNS
7.1. Were you notified by the Internal Revenue Service or state taxing authority of changes to a prior year's return?*

Yes

No
Please the upload the agent's report or notice of change to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
7.2. Were there changes to a prior year's income, deductions, credits, etc which would require filing an amended return?*

Yes

No

I don't know
SECTION 8: FOREIGN BANK ACCOUNTS, FOREIGN ASSETS AND FOREIGN TAXES
8.1.0. Did you have foreign income or pay any foreign taxes or file any foreign information reporting or tax forms in 2023? if Yes Provide details*

Yes

No
8.1.1 Did you have foreign income or pay any foreign taxes or file any foreign information reporting or tax forms in 2022? if Yes, Please Provide details*

Yes

No
8.1.2. Did you have foreign income or pay any foreign taxes or file any foreign information reporting or tax forms in 2021? if Yes, Please Provide details*

Yes

No
8.1.3 Did you have foreign income or pay any foreign taxes or file any foreign information reporting or tax forms in 2020? if Yes, Please Provide details*

Yes

No
8.1.4 Did you have foreign income or pay any foreign taxes or file any foreign information reporting or tax forms in 2019? if Yes, Please Provide details*

Yes

No
8.2.0. At any time during 2023, did you have an interest in or a signature or other authority over a bank account, or other financial account in a foreign country?*

Yes

No
8.2.1. At any time during 2022, did you have an interest in or a signature or other authority over a bank account, or other financial account in a foreign country?*

Yes

No
8.2.2. At any time during 2021, did you have an interest in or a signature or other authority over a bank account, or other financial account in a foreign country?*

Yes

No
8.2.3. At any time during 2020, did you have an interest in or a signature or other authority over a bank account, or other financial account in a foreign country?*

Yes

No
8.2.4. At any time during 2019, did you have an interest in or a signature or other authority over a bank account, or other financial account in a foreign country?*

Yes

No
8.3.0 Did the aggregate value of all your foreign accounts exceed $10,000 at any time during 2023?*

Yes

No
8.3.1. Did the aggregate value of all your foreign accounts exceed $10,000 at any time during 2022?*

Yes

No
8.3.2. Did the aggregate value of all your foreign accounts exceed $10,000 at any time during 2021?*

Yes

No
8.3.3. Did the aggregate value of all your foreign accounts exceed $10,000 at any time during 2020?*

Yes

No
8.3.4. Did the aggregate value of all your foreign accounts exceed $10,000 at any time during 2019?*

Yes

No
Kindly upload interest income documents to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
8.4. Were you the grantor of or transferor to a foreign trust which existed during the tax year, whether or not you have any beneficial interest in the trust ?*

Yes

No
8.5.0 Did you at any time during 2023, have an interest in or any authority over any foreign accounts or assets (i.e. stocks, bonds, mutual funds, partnership interests, etc.) held in foreign financial institutions that exceeded $50,000 in value at any time during the year?*

Yes

No
8.5.1. Did you at any time during 2022, have an interest in or any authority over any foreign accounts or assets (i.e. stocks, bonds, mutual funds, partnership interests, etc.) held in foreign financial institutions that exceeded $50,000 in value at any time during the year?*

Yes

No
8.5.2. Did you at any time during 2021, have an interest in or any authority over any foreign accounts or assets (i.e. stocks, bonds, mutual funds, partnership interests, etc.) held in foreign financial institutions that exceeded $50,000 in value at any time during the year?*

Yes

No
8.5.3. Did you at any time during 2020, have an interest in or any authority over any foreign accounts or assets (i.e. stocks, bonds, mutual funds, partnership interests, etc.) held in foreign financial institutions that exceeded $50,000 in value at any time during the year?*

Yes

No
8.5.4. Did you at any time during 2019, have an interest in or any authority over any foreign accounts or assets (i.e. stocks, bonds, mutual funds, partnership interests, etc.) held in foreign financial institutions that exceeded $50,000 in value at any time during the year?*

Yes

No
SECTION 9: HEALTH AND LIFE INSURANCE
9.1. Did you receive health insurance through the marketplace (i.e., healthcare.gov)?*

Yes

No
NOTE: You may need to download the form from your health insurance provider website or by login in to your account from healthcare.gov
Please upload form 1095-A to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
9.2. Did your employer pay premiums on life insurance in excess of $50,000 where the proceeds are payable to beneficiaries named by you?*

Yes

No
Please upload documentation to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
9.3. Did you contribute to or receive distributions from a Health Savings Account (HSA)?*

Yes

No
Please upload Form 1099-SA (Distributions from an HSA, Archer MSA or Medicare+Choice MSA.) to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
SECTION 10: ITEMIZED DEDUCTIONS & MISCELLANEOUS
If answer is "Yes" please upload all relevant documents to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
10.1.0. Did you incur adoption expenses during 2023?*

Yes

No
10.1.1. Did you incur adoption expenses during 2022?*

Yes

No
10.1.2. Did you incur adoption expenses during 2021?*

Yes

No
10.1.3. Did you incur adoption expenses during 2020?*

Yes

No
10.1.4. Did you incur adoption expenses during 2019?*

Yes

No
10.2.0. Did you start paying mortgage insurance premiums in 2023?*

Yes

No
10.2.1. Did you start paying mortgage insurance premiums in 2022?*

Yes

No
10.2.2. Did you start paying mortgage insurance premiums in 2021?*

Yes

No
10.2.3. Did you start paying mortgage insurance premiums in 2020?*

Yes

No
10.2.4. Did you start paying mortgage insurance premiums in 2019?*

Yes

No
10.3.0 Did you make energy efficient improvements to your home or purchase any energy-saving property during 2023?*

Yes

No
10.3.1. Did you make energy efficient improvements to your home or purchase any energy-saving property during 2022?*

Yes

No
10.3.2. Did you make energy efficient improvements to your home or purchase any energy-saving property during 2021?*

Yes

No
10.3.3. Did you make energy efficient improvements to your home or purchase any energy-saving property during 2020?*

Yes

No
10.3.4. Did you make energy efficient improvements to your home or purchase any energy-saving property during 2019?*

Yes

No
10.5.0. Did you purchase a motor vehicle or boat during 2023?*

Yes

No
10.5.1. Did you purchase a motor vehicle or boat during 2022?*

Yes

No
10.5.2. Did you purchase a motor vehicle or boat during 2021?*

Yes

No
10.5.3. Did you purchase a motor vehicle or boat during 2020?*

Yes

No
10.5.4. Did you purchase a motor vehicle or boat during 2019?*

Yes

No
10.6.0. Did you purchase an energy efficient vehicle in 2023?*

Yes

No
10.6.1. Did you purchase an energy efficient vehicle in 2022?*

Yes

No
10.6.1. Did you purchase an energy efficient vehicle in 2021?*

Yes

No
10.6.3. Did you purchase an energy efficient vehicle in 2020?*

Yes

No
10.6.4. Did you purchase an energy efficient vehicle in 2019?*

Yes

No
10.7. Enter year, make, model, and date purchased*
Year
Make
Model
Date of Purchase

To add multiple vehicles click the plus (+)
10.8.0. Did you donate a vehicle in 2023?*

Yes

No
10.8.1. Did you donate a vehicle in 2022?*

Yes

No
10.8.2. Did you donate a vehicle in 2021?*

Yes

No
10.8.3. Did you donate a vehicle in 2020?*

Yes

No
10.8.4. Did you donate a vehicle in 2019?*

Yes

No
Kindly upload documentation to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT

SECTION 11: ITEMIZED DEDUCTIONS & MISCELLANEOUS (continue)
11.1. Did you pay any state and/or local taxes in the past year?

Yes

No
11.2.0. What was the sales tax rate in your locality in 2023?*

11.3. State ID:*

11.2.1. What was the sales tax rate in your locality in 2022?*

11.2.2. What was the sales tax rate in your locality in 2021?*

11.2.3. What was the sales tax rate in your locality in 2020?*

11.2.4. What was the sales tax rate in your locality in 2019?*

11.4.1. Did you or your spouse make gifts of over $17,000 to an individual or contribute to a prepaid tuition plan?*

Yes

No
11.4.2. Did you or your spouse make gifts of over $16,000 to an individual or contribute to a prepaid tuition plan?*

Yes

No
11.5. Did you make gifts to a trust?*

Yes

No
11.6. If there were dues paid to an association, was any portion required to be non-deductible due to political lobbying by the association?*

Yes

No
11.7. Did you make a loan at an interest rate below market rate?*

Yes

No
11.8. Did you pay interest on a student loan for yourself, your spouse, or your dependents?*

Yes

No
Please upload Form 1098-E to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
11.9.0. Did you, your spouse, or your dependents attend post-secondary school in 2023?*

Yes

No
11.9.1. Did you, your spouse, or your dependents attend post-secondary school in 2022?*

Yes

No
11.9.2. Did you, your spouse, or your dependents attend post-secondary school in 2021?*

Yes

No
11.9.3. Did you, your spouse, or your dependents attend post-secondary school in 2020?*

Yes

No
11.9.4. Did you, your spouse, or your dependents attend post-secondary school in 2019?*

Yes

No
Please upload Form 1098-T to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
11.10.0. Did a lender cancel any of your debt in 2023?*

Yes

No
11.10.1. Did a lender cancel any of your debt in 2022?*

Yes

No
11.10.2. Did a lender cancel any of your debt in 2021?*

Yes

No
11.10.3. Did a lender cancel any of your debt in 2020?*

Yes

No
11.10.4. Did a lender cancel any of your debt in 2019?*

Yes

No
Please upload any Forms 1099-A or 1099-C to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
11.11. Did you receive any income not included in this Tax Organizer?*

Yes

No
Please upload documentation to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
11.12.0. At any time during 2023, did you sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?*

Yes

No
11.12.1. At any time during 2022, did you sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?*

Yes

No
11.12.2. At any time during 2021, did you sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?*

Yes

No
11.11.3. At any time during 2020, did you sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?*

Yes

No
11.12.4. At any time during 2019, did you sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?*

Yes

No
Please upload documentation to your LFG ACCOUNTING CLIENT PORTAL ACCOUNT
11.13. Did you obtain a Paycheck Protection Program (PPP) loan?*

Yes

No
11.14. Has any portion of that loan been forgiven?*

Yes

No
11.14. Do you want to change the language with which the IRS communicates with you?*

Yes

No
Which language?

SECTION 12: ITEMIZED DEDUCTIONS & MISCELLANEOUS (Continue)
12.1. Were you a resident of, or did you have income from, more than one state during the year? If so, provide details. You may be required to file tax returns and also may owe taxes in these states.*

Yes

No
12.2. Do you wish to have $3 (or $6 on joint return) of your taxes applied to the Presidential Campaign Fund?*

Yes

No
12.3. If you owe federal or state tax upon completion of your return, are you able to pay the balance due?*

Yes

No
Owe Federal/State Tax After completion- Explanation*

12.4. Do you want any balance due directly withdrawn from this same bank account on the due date?*

Yes

No
Balance Due-Please Explain*

12.5. Do you have any outstanding child or spousal support payments or federal debt?*

Yes

No
Outstanding Child/Support Payment-Explanation*

12.6. Do you expect a large fluctuation in your income, deductions, or withholding next year, as compared to your last tax year?

Yes

No
NOTE: Answer "No" if you don't know with certainty. (i.e. you don't plan to quit/get a job, receive an inheritance, sell an appreciated investment, make a large charitable donation, etc.)
Large Fluctuation In Your Income- Explanation*

12.7. Did you pay total wages of $1,000 or more in any calendar quarter to all household employees?*

Yes

No
Household Employee*

12.8. Please upload a copy of form W-2 issued to each household employee.*

Uploaded

Not uploaded (please clarify)
NOTE: Medical and dental expense (please note that medical expenses must exceed 10%; 7.5% for taxpayers age 65 or older) of adjusted gross income to be deductible. Health insurance premiums and medical expenses paid with pre-tax dollars (cafeteria plans, health savings accounts, etc.) are not deductible.
Household Employee W-2 Not Upload*

12.9. Did you incur any un-reimbursed medical or dental expenses in the past year? Do not include expenses paid with HSA account.)*

Yes

No
NOTE: Medical and dental expense (please note that medical expenses must exceed 10%; 7.5% for taxpayers age 65 or older) of adjusted gross income to be deductible. Health insurance premiums and medical expenses paid with pre-tax dollars (cafeteria plans, health savings accounts, etc.) are not deductible.
Unreimbursed medical or Dental expenses*

12.10. Did you make any charitable cash, property or volunteering contributions in the past year?*

Yes

No
NOTE: Failure to provide applicable charitable contributions supporting documentation or accurate and complete information may result in non-deductibility or a decreased charitable contribution deduction.
Please upload applicable documentation to your, LFG ACCOUNTING CLIENT PORTAL ACCOUNT
12.11. Did you maintain a home office for any period during the past tax year?**

Yes

No
Please upload applicable documentation to your, LFG ACCOUNTING CLIENT PORTAL ACCOUNT Note: This for individual proprietorship/Schedule C only
12.12. Did you incur un-reimbursed employee expenses about your W2 employment during the tax year?*

Yes

No
Employee Business Expenses (Form 2106) and Self-Employed Business Miles Deduction
Please upload applicable documentation to your, LFG ACCOUNTING CLIENT PORTAL ACCOUNT
12.13. Did you use you personal vehicle for business trips related to your self-employed business/profession activity during the tax year?*

Yes

No
NOTE: Answer "No / Not Applicable" if you did not have any self-employment activity in the tax year.
Please upload applicable documentation to your, LFG ACCOUNTING CLIENT PORTAL ACCOUNT
SECTION 13: ELECTRONIC FILING AND DIRECT DEPOSIT OF REFUND
13.1.1. If your tax return is eligible for Electronic Filing, would you like to file electronically?*

Yes

No
13.1.2. Please explain why you don't want to file electronically?*

13.3. The Internal Revenue Service (IRS) is able to deposit many refunds directly into taxpayers' accounts. If you receive a refund, would you like direct deposit?*

Yes

No
13.4. Do you want to use the same bank (s) account you used last year?*

Yes

No
Banking Information*
Name of your financial institution
Routing Transit Number (must begin with 01 through 12 or 21 through 32)
Account number
Percent to deposit
Type of Account (Checking or Saving)

IRS can deposit your refund in up to 3 bank accounts click the plus (+) to add another bank information.
Caution: Review transferred information for accuracy.
Please upload a voided check or bank statement to your, LFG ACCOUNTING CLIENT PORTAL ACCOUNT if your bank account information has changed.
13.5. Please upload Voided Check*

Uploaded

Not Uploaded (Please Clarify)
NOTE: Failure to upload the applicable documents will delay your tax return preparation.
Check to add explanation - Upload Voided Check/Bank Statement*

13.6. Have you or been a victim of identity theft in prior years and have received a Federal IP PIN?*

Yes

No
NOTE: Answer "No" if you do not have Federal IP PIN.
Please Enter your IPPIN*

Please upload the IPPIN letter to your, LFG ACCOUNTING CLIENT PORTAL ACCOUNT if your bank account information has changed.

SECTION 14: ESTIMATED TAX PAYMENTS
14.1. Did you make any payments of estimates taxes for past tax year?*

Yes

No
14.2. Estimated tax payments made:
Prior Tax Year Quarter #
Quarter Federal: Date paid (mm/dd/yyyy)
Federal: Amount paid
State (Enter Name): Date paid (mm/dd/yyyy)
State (Enter Name): Amount paid

SECTION 15: REPORTABLE INCOME
Please upload applicable documentation, if you answer “Yes” to below to your, LFG ACCOUNTING CLIENT PORTAL ACCOUNT
15.1.1. Did you receive any wages, salaries, and other employee compensation in the past tax year?*

Yes

No
15.1.2. Please upload all income forms and W-2(s)*

Uploaded

Not uploaded (please clarify)
Not uploaded (please clarify)-Forms W-2*

15.3. Did you receive tip income not reported to your employer?*

Yes

No/Not Applicable
Tip Income- Not Reported*

15.4. Did you receive unemployment compensation?*

Yes

No/Not Applicable
15.5. Did you receive any income from any legal proceedings, cancellation of student loans, unemployment, or other indebtedness during the year?*

Yes

No/Not Applicable
15.6. Did you receive any Social Security benefits in the past tax year?*

Yes

No/Not Applicable
15.7. Did you receive any interest or dividend income interest income in the past year?*

Yes

No/Not Applicable
15.8. Did you receive any of the following miscellaneous income: State and local income tax refund(s), Jury fees, Finder’s fees, Director’s fees, Prizes ,Gambling winnings (W2-G), Trustee fees, Executor fees, Other miscellaneous income?*

Yes

No/Not Applicable

SECTION 16: RENTAL INCOME ACTIVITIES
16.1. Were you actively involved in the management of the rental activity of this property?*

Yes

Mo
16.2. Is the owner(s) a real estate professional?*

Yes

Mo
To be a real estate professional, more than half of your work time must be in the profession and you must work more than 750 hours in a real property trade or business as a self-employed individual or as the owner of a business entity.
16.3. Was this property used during the year for personal purposes by the owner or owner's family, or by the owner's business?*

Yes

No
16.3.1.If used for personal purposes - What is number of days used personally?

16.3.2. What is number of days rented?*

16.4. Who owns this Property Ownership?:*

Taxpayer

Spouse

Partnership or LLC

S Corporation

Joint
16.5.Property Information*
Property Owner Name
Location and Address
Type of Property
EIN or SSN

Indicate type of property as 1-Single Family Residence, 2-Multi-Family Residence, 3 -Vacation/Short-Term Rental, 4 -Commercial, 5-Land, 6-Self-Rental, or 7 -Other (describe).
16.6 Did you acquired a rental property during the year?*

Yes

No
Please provide a copy of the closing statement by uploading it to the client portal
16.7. Did you converted a property to rental use during the year.*

Yes

No
16.7.1.What is the you place the property in service or available of rent?*
MM slash DD slash YYYY

16.8. Did you spend money on improvements to an existing rental property during the year?*

Yes

No
16.8.1. Please provide details below
Description
Date
Cost

For multiple improvements please click the plus sign to add more.
DEPRECIATION: please provide depreciation schedules from the prior year if we did not prepare your return for that year.
16.9. Profit or Loss from Rental Business*

Uploaded

Not Uploaded (please clarify)
16.9.1- Not Uploaded (please clarify)*

Don't Forget to provide income and list of all the expenses incur during , please upload to the client portal including the following below:

Advertising

Cleaning and maintenance

Commissions

Insurance

Legal and professional fees

Management fees

Mortgage interest paid to banks

Other interest

Repairs

Supplies

Taxes

Utilities

Other (list)

SECTION 17: INCOME FROM A SOLE PROPRIETOR BUSINESS OR PROFESSION — SCHEDULE C
17.1. Business Description*
Principal Business or Profession
Business Name
Business Taxpayer Identification Number (EIN or ITIN or SSN)
Full Business Address
Business Start Date

17.2. Who Owns This Business?*
17.3. Method(s) used to value closing inventory*
17.4. What is the accounting method used*
Please upload applicable documentation, for example list of all expenses and income to your, LFG ACCOUNTING CLIENT PORTAL ACCOUNT
17.5. Profit or Loss from Business*

Uploaded

Not Uploaded (please clarify)
Profit or Loss from Business*

17.6. Did you or your spouse have self-employed health insurance?**

Yes

No
17.7. Since you or your spouse are self-employed, are either of you eligible to participate in an employer's health plan at another job?*

Yes

No
SECTION 18: CAPITAL GAINS AND LOSSES
Please upload applicable documentation, if you answer “Yes” to below to your, LFG ACCOUNTING CLIENT PORTAL ACCOUNT
18.1. Did you or your spouse sell any investments (stocks, bonds, currency, cryptocurrency, investment real property, other financial instruments), OR had any other realized capital gain or losses in the past tax year?**

Yes

No
18.2. Were you or spouse granted, or did you exercise, any stock options, restricted stock units (RSU) or any other securities, in the applicable tax year? If yes, provide details.*

Yes

No
18.3. Did you or your spouse engage in either a purchase or sale transaction involving bitcoins or any other crypto-currencies?*

Yes

No
18.4. Did you participate in any bartering transactions (including the use of virtual currency)?*

Yes

No
18.5. During the past tax year, did you have any securities that became worthless or loans that became uncollectible? If Yes, please provide details.*

Yes

No

SECTION 20: WORRY-FREE: CLIENT PROTECTION PLUS & AUDIT DEFENSE
“Worry-Free” Client Protection Plus (which also provides Audit Protection), covering this year and previous years income tax returns for IRS and/or State correspondence response, Audit Representation and Tax Identity Theft, and more for one low annual fee. The Client Protection Plus plan fee will be added as a separate line item on your Tax Preparation Invoice.
20.1.1. Do you want to sign up for "Worry-Free"-Client Protection Plus?*

Yes

No
20.1.2. For you and your spouse or your business, or both?*

Me and/or Spouse

Business

Both
20.3. Service Level Benefits - Individual (joint)*

Gold Level ($99.95/Yr)

Silver Level ($69.95/Yr)

Basic Level ($49.95/Yr)
Gold Level ($4,550+ Value) includes:

IRS/State Notice/Correspondence Response ($225 Value)

Individual IRS & State “Worry-Free” Audit Protection & Defense ($3,500 to $10,000 Value)

IRS Tax Identity Fraud Remediation

Up to 1 Hour of Consultation Time At NO Additional Charge ($225 Value)

Four 15-Minute Phone Calls and 2 Office or Virtual Visits ($600 Value)

Priority Phone and Email Inquiries (Calls and emails returned within 24 hours)

Office Visits Scheduled Within 3-Days If Available.

Silver Level ($3,7250 Value) includes:

IRS/State Notice/Correspondence Response ($225 Value)

Individual IRS & State “Worry-Free” Audit Protection & Defense ($3,500 to $10,000 Value)

IRS Tax Identity Fraud Remediation

Basic Level ($225 Value) includes:

IRS/State Notice/Correspondence Response ($225 Value)

20.4. Service Level Benefits - Business*

Gold Level ($199.95/Yr)

Silver Level ($149.95/Yr)

Basic Level ($109.95/Yr)
Gold Level ($9,995+ Value) includes:

IRS/State Notice/Correspondence Response ($500 Value)

Business Returns 1120 / 1120S / 1065 /1041 IRS & State “Worry-Free” Audit Representation ($10,000+ Value)

IRS Tax Identity Fraud Remediation

Up to 1 Hour of Consultation Time At NO Additional Charge ($300 Value)

Up to 1 Hour of Consultation Time at NO Additional Charge ($600 Value)

Priority Phone and Email Inquiries (Calls and emails returned within 24 hours)

Office Visits Scheduled Within 3-Days If Available.

Service Level ($4,995+ Value) includes:

IRS/State Notice/Correspondence Response ($500 Value)

Business Returns 1120 / 1120S / 1065 /1041 IRS & State “Worry-Free” Audit Representation ($10,000+ Value)

IRS Tax Identity Fraud Remediation

Basic Level ($500 Value) includes:

IRS/State Notice/Correspondence Response ($500 Value)

SECTION 21: CLIENT COMMENTS & ADDITIONAL EXPLANATIONS
21.1. Please use this field for any additional comments and explanations:
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Phone
This field is for validation purposes and should be left unchanged.

LAS-F1040-Individual

Tax Return Organizer

Instructions - Please Read!​

Please Select The Tax Year You Are Completing This Organizer For:

SECTION 1: CERTIFICATION & TAXPAYER INFORMATION

SECTION 2: PERSONAL INFORMATION

SECTION 3: SPOUSE INFORMATION

SECTION 4: DEPENDENT/OTHER DEPENDENT

SECTION 5: IRA, PENSION AND EDUCATION SAVINGS PLANS

SECTION 6: ITEMS RELATED TO INCOME/LOSSES

SECTION 7: PRIOR YEAR TAX RETURNS

SECTION 8: FOREIGN BANK ACCOUNTS, FOREIGN ASSETS AND FOREIGN TAXES

SECTION 9: HEALTH AND LIFE INSURANCE

SECTION 10: ITEMIZED DEDUCTIONS & MISCELLANEOUS

SECTION 11: ITEMIZED DEDUCTIONS & MISCELLANEOUS (continue)

SECTION 12: ITEMIZED DEDUCTIONS & MISCELLANEOUS (Continue)

SECTION 13: ELECTRONIC FILING AND DIRECT DEPOSIT OF REFUND

SECTION 14: ESTIMATED TAX PAYMENTS

SECTION 15: REPORTABLE INCOME

SECTION 16: RENTAL INCOME ACTIVITIES

SECTION 17: INCOME FROM A SOLE PROPRIETOR BUSINESS OR PROFESSION — SCHEDULE C

SECTION 18: CAPITAL GAINS AND LOSSES

SECTION 20: WORRY-FREE: CLIENT PROTECTION PLUS & AUDIT DEFENSE

SECTION 21: CLIENT COMMENTS & ADDITIONAL EXPLANATIONS

Instructions - Please Read!