Client Interview

Welcome! We're so excited to work with you.

Hey there! 👋🏽 To get started with your tax preparation, we need you to complete the organizer below. This is how we gather your info, stay IRS-compliant, and keep your return accurate.

🛠️ Here's What to Do:

Answer EVERY question honestly — if something doesn’t apply to you, choose "N/A" or write "None".
Upload all required tax documents (W-2s, 1099s, ID, prior-year return, etc.) in the upload sections. No screenshots. PDFs or clear photos only.
Double-check your contact info — we use this to confirm identity and send your return summary.
If you’re married filing jointly, your spouse must also sign and complete relevant sections.
Don’t skip anything marked with an asterisk (*) — those are required.
When you're done, hit “Submit Organizer” at the bottom. You'll get a confirmation, and we'll begin processing your return.

General Information

First Name *

TAXPAYER FIRST NAME

Last Name *

TAXPAYER LAST NAME

Phone *

TAXPAYER MOBILE

Date of birth *

TAXPAYER DOB

Taxpayer's Address

Email *

TAXPAYER EMAIL

Select Preferred Language

English

Spanish

Confirm the Tax Year you are filing for *

2025 (Jan 1- Dec 31)

2024 (Jan 1- Dec. 31)

2023 (Jan 1- Dec 31)

2022 (Jan 1- Dec 31)

Last four Social Security Number of Taxpayer

Upload Taxpayer Social Security Document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Copy of Unexpired ID *

Upload Copy of Unexpired ID

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Were you married as of 12/31?

Yes

IF Married, did you live apart from your spouse for the last 6 months of the tax year?

Can anyone else claim you as a qualified relative on their tax returns?

Did any member of your household receive Marketplace insurance (Form 1095-A) for the tax year you are filing?

Yes

Upload 1095-A

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Do you have any children or other individuals you will be claiming as dependents on this tax return? (Do not include your spouse)

Yes

Spouse Information

Spouse Name

Last 4 of the Social Security Number-Spouse

Upload Spouse Social Security Document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Spouse Date of Birth

Upload Spouse ID

PNG, PDF, JPEG or JPG ( max 1024 Files )

Qualified Child or relative

Dependent 1

Full Name for dependent 1

Date of Birth for dependent 1

Upload Dependent 1 Birth Certificate

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Relationship with dependent 1

Months lived with dependent 1

Did dependent provide >50% of their own support for dependent 1

Yes

Can anyone else claim this dependent for dependent 1

Yes

Last four Social Security Number of dependent 1

Upload Dependent 1 Social Security Document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Dependent 2

Full Name for dependent 2

Date of Birth for Dependent 2.

Upload Dependent 2 Birth Certificate

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Relationship with dependent 2

Months lived with taxpayer for Dependent 2

Did dependent provide >50% of their own support for dependent 2?

Yes

Can anyone else claim this dependent for dependent 2?

Yes

Last four Social Security Number of dependent 2

Upload Dependent 2 Social Security Document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Dependent 3

Full Name for Dependent 3

Date of birth for dependent 3

Upload Dependent 3 Birth Certificate

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Relationship with dependent 3

Months lived with taxpayer for Dependent 3

Did dependent provide >50% of their own support for Dependent 3?

Yes

Can anyone else claim this dependent for Dependent 3?

Yes

Last four Social Security Number of dependent 3

Upload Dependent 3 Social Security Document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Dependent 4

Full Name for Dependent 4

Date of Birth for Dependent 4

Upload Dependent 4 Birth Certificate

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Relationship with Dependent 4

Months lived with taxpayer for Dependent 4

Did dependent provide >50% of their own support for Dependent 4?

Yes

Can anyone else claim this dependent for Dependent 4?

Yes

Last four Social Security Number of dependent 4

Upload Dependent 4 Social Security Document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Dependent 5

Full Name for Dependent 5

Date of Birth for Dependent 5

Upload Dependent 5 Birth Certificate

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Relationship with Dependent 5

Months lived with taxpayer for dependent 5

Did dependent provide >50% of their own support for Dependent 5?

Yes

Can anyone else claim this dependent for Dependent 5?

Yes

Last four Social Security Number of dependent 5

Upload Dependent 5 Social Security Document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Does anyone on the return have an Identity Protection PIN (IP PIN)?

Yes

Identify the individual associated with this PIN (IP PIN).

Enter the IP PIN number

Upload a copy of the IP PIN

PNG, PDF, JPEG or JPG ( max 1024 Files )

Due Diligence

If Requested by the IRS, what documentation can you provide that shows evidence of the relationship between you and each dependent listed?

If requested by the IRS, what documentation can you provide that shows evidence that each of your qualified child or relative lived with you for the number of months stated above?

If requested by the IRS, what documents can you provide that shows you supported a qualified relative that resided outside your home?

Are you claiming a child who lived with any other adult relative for more than half of the tax year? List each relative, their relationship to the child, and their income for the last tax year.

Childcare or adult care statements ( Statement needs to include EIN/SSN of Caregiver or facility, Address, Qualified Child or Relative name)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Income Sources

What are your sources of income? Please check all that apply. Some may open new sections

Do you have any non-US income or assets?

Yes

Upload Wages (W2) Document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload 1099-NEC (Non Employee Compensation) Document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload 1099K ( Cash app, Venmo, Paypal, Stripe, Square, etc )

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Interest (1099 INT)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Dividends (1099 -DIV)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Stocks/asset sales (1099-B)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Partnerships & S corporations (K1 forms)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Rental income (Property Management Statement, Income Statement, Monthly Receipts, etc)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Distributions from retirement accounts (1099 R)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Canceled debt (1099-C) : (Ex: credit card, student loan , bankruptcy settlement an Option

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Self employment (Income & Expense Sheet or Profit/Loss & Balance Sheet)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Gambling (win loss statement W2G)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Farming (Profit and loss and balance sheet)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Taxable offsets of state and local taxes

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Social Security 1099-SA

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Home sale (1099-S)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Other Documents

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Rental Income

Property 1

Address for property 1

Rental all year for property 1

Yes

Major repairs or improvements for property 1

Yes

Any personal use for property 1

Yes

Property 2

Address for property 2

Rental all year for property 2

Yes

Major repairs or improvements for property 2

Yes

Any personal use for property 2

Yes

Property 3

Address for property 3

Rental all year for property 3

Yes

Major repairs or improvements for property 3

Yes

Any personal use for property 3

Yes

Property 4

Address for property 4

Rental all year for property 4

Yes

Major repairs or improvements for property 4

Yes

Any personal use for property 4

Yes

Property 5

Address for property 5

Rental all year for property 5

Yes

Major repairs or improvements for property 5

Yes

Any personal use for property 5

Yes

Did you sell this property this tax year?

YES

Did you make any improvements to this property last year?

YES

Was this property used for personal use?

YES

# Of personal days used?

Purchase Price of Property

Number of day property rented

Rental Property Expense Sheet

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

1098 for Rental Property

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Business Income/ Self Employment

Do you have & conduct a business? *

Yes, I do

No, I do not

Do you have records to support the business income and expenses being entered on this tax return?

Yes,I do

No, I do not.

What is the main activity of the business?

What is the business name or DBA?

What is the EIN for this business?

Upload a copy of your EIN approval Notice

Upload a copy of your EIN approval

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Did you use your car for business purpose?

Number of miles used over the year for business

What is your business entity type ?

Please upload any 1099 you have received for this business [ if you did not include it in the Sources of Income section]

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Who owns the business?

Is your office based out of your home?

Yes

Total Sq. Area Of The Home

Total Sq. Area Of The Home Office

Upload all the income and expense statements to be reported on this return

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Home Sale

Property Address

City

State

Postal Code

Enter date of the sale, Purchase Price, Sale Price:

Has this property been occupied by you as your primary residence for at least two out of the five years prior to the sale?

Yes

Has the property been rented for any period between December 31, 2008, and the sale date?

Yes

Deductions

Please check the applicable deductions you would like to utilize:

Upload Mortgage interest document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Property taxes document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Charitable donations document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Education expenses document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Childcare expenses document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Upload Health insurance Logic document

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1024 Files )

Tax Payments

Did you make estimated tax payments? *

Yes

Field for total amount paid for the year.

Tax Refund

If you are receiving a refund, would you like it to be directly deposited into your bank account?

Name Of Bank? *

Account Number *

Routing Number *

Select your security question *

Enter your answer to your security question. *

Were you referred to us?

Yes

If yes, please let us know who referred you.

I authorise that all of the information provided above are correct

Let’s Get Your Taxes Filed

Fillout the form below to file your taxes

Client Interview

General Information

Spouse Information

Qualified Child or relative

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Dependent 5

Due Diligence

Income Sources

Rental Income

Property 1

Property 2

Property 3

Property 4

Property 5

Business Income/ Self Employment

Home Sale

Deductions

Tax Payments

Tax Refund

Quick Links

Services

Contact Us

75 Uvalde Rd, Suite B
Houston, TX 77015

[email protected]

(713) 401-9561

Mon-Fri: 10AM - 3PM
Sat: Appointment Only

© 2025 Capitol Taxes. All rights reserved.

Let’s Get Your Taxes Filed

Fillout the form below to file your taxes

Client Interview

General Information

Spouse Information

Qualified Child or relative

Dependent 1

Dependent 2

Dependent 3

Dependent 4

Dependent 5

Due Diligence

Income Sources

Rental Income

Property 1

Property 2

Property 3

Property 4

Property 5

Business Income/ Self Employment

Home Sale

Deductions

Tax Payments

Tax Refund

Quick Links

Services

Contact Us

75 Uvalde Rd, Suite BHouston, TX 77015

[email protected]

(713) 401-9561

Mon-Fri: 10AM - 3PMSat: Appointment Only

© 2025 Capitol Taxes. All rights reserved.

75 Uvalde Rd, Suite B
Houston, TX 77015

Mon-Fri: 10AM - 3PM
Sat: Appointment Only