Itsy Bitsy Tax LLC

Contact Time Mon-Sat 9am-6pm( US Eastern Time)

Phone Number +18884614011

Contact Email contact@itsybitsytax.com

Name *

Social Security Number / ITIN Number *

Date of Birth *

Country of Citizenship/Green Card/Visa *

Occupation: Work & location *

Address in USA: *

What is your Marital Status? *

If Married, did you file a Joint U.S. Tax Return Last year? *

Do you own a home or Rent? *

Did You File a Tax return last year? *

If yes from which state?

Did You get a State tax refund last year? *

Any accounts in Foreign Bank / Foreign Country? *

Do you have a W2, 1099, or other employment or unemployment Income Form? *

How many Dependents you have? *

What are the age and SSN of dependents? *

Do You have Dependent Care Expenses (Babysitting/Daycare)? *

Do you have a College Expenses/ Education Loan Interest/Payment statement? *

Do you have a Social Security/Retirement Account/Income? *

Do you Own Stocks/Bonds? *

Do you own any Business Or work as an Independent Contractor? *

Do you have any Rental properties you are renting? *

Do You have any Medical expenses more than 10% of Your Income? *

Do you have 529 tax saving plan from Virginia? *

Did you get an economic stimulus payment or check last year? *

Any other income or tax-related you want to disclose that would be helpful in your tax filing?

CLIENT VERIFICATION: The undersigned taxpayer verifies that all information stated throughout this Tax Organizer & Questionnaire is true and correct. Further, the undersigned takes responsibility If information on the Tax Organizer & Questionnaire necessary to prepare an accurate tax return is not disclosed. In addition, the undersigned taxpayer understands that it is the taxpayer’s responsibility to maintain documentation to support the information disclosed on the Tax Organizer & Questionnaire, which will be required in the event of an audit