DocHub form-library457952-clientClient Tax Organizer With Engagement Letter xlsx - Fill and 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your name, phone number, email, and drop-off date in the designated fields at the top of the form.
  3. Fill in your and your spouse's dates of birth as required. Ensure all information is accurate for tax purposes.
  4. Answer the questions regarding your address, direct deposit preferences, and dependent status by selecting 'Yes' or 'No' as applicable.
  5. Complete the income section by indicating any earnings from jobs, interest, dividends, or other sources. Attach necessary forms where indicated.
  6. In the adjustments and credits sections, provide details about contributions to IRAs, student loans, daycare expenses, and any itemized deductions you may have.
  7. Review all entries for accuracy before signing at the bottom of the form. Both taxpayer and spouse must sign if applicable.

Start filling out your tax organizer today for a seamless tax preparation experience!

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