2018 Tax Organizer Kolodij Tax & Consulting

Taxpayer Name *
Taxpayer Name
Taxpayer Phone Number
Taxpayer Phone Number
Spouse Name
Spouse Name
Spouse Phone Number
Spouse Phone Number
Current Address *
Current Address
Dependents
Dependent 1
Dependent 1
Date of Birth
Date of Birth
Dependent 2
Dependent 2
Date of Birth
Date of Birth
Dependent 3
Dependent 3
Date of Birth
Date of Birth
Dependent 4
Dependent 4
Date of Birth
Date of Birth
If yes, Please upload details to document list under "itemized deductions"
General
If Yes, Please list dates and amounts below
If yes, Please enter summary of Organizations, dates, and amounts here- or utilize the document list to upload under "itemized deductions"
If yes, Please enter the square footage of the office as well as the square footage of your home below. If using actual expense please upload a summary of all home utilities to the document portal under "rentals" or "business"
If so, Please upload Purchase and sale documents (HUD/ ULTA Statement) to the "Permanent" folder
If you would like it deposited to your bank account, please upload a document with your bank name, account, routing number and checking v. savings to your permanent folder in share file.