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The document is a Tax Organizer for Non-Residents, which collects personal and dependent information necessary for preparing U.S. tax returns. It includes sections for taxpayer and spouse details, residency claims, prior tax filings, and days spent in the U.S. Additionally, it contains a Letter of Engagement outlining the terms of service between the taxpayer and tax preparer Lewis Holman, EA, CFP, emphasizing the responsibilities of both parties regarding the accuracy of submitted information and the preparation of tax returns.

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Click ‘Get Form’ to open the Tax Organizer for Non-Residents in the editor.
Begin by filling out the 'Personal Information' section. Enter your name, spouse's name, and Social Security or US TIN numbers. Ensure that all names match exactly as per official records.
Provide your date of birth and select your marital status. Fill in nationality details and both U.S. and foreign addresses.
In the 'Dependents' section, list each dependent's full name, TIN/Social Security number, date of birth, and relationship to you.
Complete the 'Other Information' section by answering questions regarding tax residence, Green Card applications, and previous U.S. tax returns.
Finally, review the Letter of Engagement carefully before signing. Ensure all information is accurate before submitting.

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What qualifications do you need to be a professional organizer?

Complete training and education Not all professional organizers have certifications or any training. Some of them are simply people who have a talent for organizing and want to lend their skills to help others. However, the minimum requirement is usually a high school diploma.

What qualifies you as a professional organizer?

NAPO requires prospective organizers to submit proof of at least 1,500 hours of paid work in the last five years as an organizer in a professional capacity. A professional organizer must also adhere to a strict code of ethics and pass a written exam, which consists of 125 multiple-choice questions.

What is the hourly rate for a professional organizer?

The hourly rate for professional organizers ranges from $50 to $150 per hour, depending on the organizers experience, professional certification(s), location, and other factors.

Who is a professional organizer?

A professional organizer is not just a decluttering expert; they are trained to understand the psychology of organization and how it impacts daily life. They work with a variety of clients, from individuals struggling with hoarding tendencies to businesses needing streamlined processes.

Is hiring a professional organizer worth it?

If you feel like youre drowning in stuff, it might be time to hire outside help. A professional organizer can help you determine what you should keep versus what you should get rid of. It can be helpful to have an outside perspective, especially when youre sorting through things you have an emotional attachment to.

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How long does it take to become a certified professional organizer?

To obtain a CPO certification, you will need a high school diploma or GED and proof that youve completed at least 1,500 hours of paid work during the past five years serving as a professional organizer. You will also have to adhere to a strict code of ethics and pass a written, 125-question exam.

What is the average cost of a professional organizer?

A professional organizer costs $526 on average to help declutter your home and take the stress out of organizing. Depending on the company and where you live, professional home organizer rates typically range between $55 to $100 per hour.

Professional organizer templates 2026

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What qualifications do you need to be a professional organizer?

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