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TAX ORGANIZER

Please fill questionnaire below with accurate information and submit by January 31st.

Contact Information

State where you live

State where you work

First name

Last name

Middle name

Social Security Number (SSN)

Date of Birth

Street Address

Street Address Line 2

City

Region/State/Province

Postal / Zip code

Country

Email

Phone

Bank Info

This is the bank that will be debited/credited to pay taxes/receive refunds

Bank Name

Rounting

Account

Questions

Did you receive a W-2? (Employee wages and salaries) *

Yes

No

Upload File

PDF (Max 15MB)

Did you receive any consolidated 1099-B? (Brokerage/investment accounts) *

Yes

No

Did you receive any 1099-INT? (Interest) *

Yes

No

Did you receive any 1099-DIV? (Dividends) *

Yes

No

Thanks for submitting!

CONTACT US

CONTACT

LOCATION

Email: info@onecpas.com
Phone: +1 929-320-7103

NEW YORK

515 Madison Ave, FL 9th, New York, NY 10022

CALIFORNIA

88 Howard St, ste 1416, San Francisco, CA 94105

© 2023 by ONE Advisors & Accountants

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