Client Tax Organizer 2025 — Empower Capital Tax Advisors

Personal information

Tell us about yourself and your household. This information is used to prepare your return accurately. Fields marked * are required.

Full legal name

Social Security Number

Date of birth

Occupation

Email address

Phone number

Mailing address

Filing status

Dependents

Full name	SSN	Date of birth	Relationship

Income documents

Check everything that applies to your 2025 tax year. Attach or upload documents when submitting your organizer.

Not sure if you received a form? Log into your employer, brokerage, or exchange portal and look under Tax Documents or Year-End Statements.

Employment & wages

Investment income

Business & self-employment

Retirement, real estate & other

Additional income notes

Cryptocurrency & digital assets

Required for all clients who held, traded, or received any digital assets in 2025. The IRS requires disclosure on your Form 1040 regardless of activity level.

IRS requirement in 2025: Form 1099-DA is now live. Centralized exchanges like Coinbase and Kraken are reporting your transactions directly to the IRS. Failure to disclose or reconcile crypto activity is a federal compliance risk.

Did you have any digital asset activity in 2025?

Yes — I traded, sold, or received crypto I only held (no trades or sales) No crypto activity whatsoever

Deductions & credits

The 2025 standard deduction is $15,000 (single) or $30,000 (married filing jointly). Check items below that apply to you — we'll determine whether itemizing makes sense.

Itemized deductions

Above-the-line deductions (reduce AGI regardless of standard vs. itemized)

Tax credits

Deduction notes & estimated amounts

State filings & prior year

State returns are scoped and priced separately. Please disclose all states where you earned income, owned property, or conducted business — including remote work.

NJ/NY commuters: If you live in NJ and work in NYC, you need both a NY nonresident return and a NJ resident return. Do not assume one is included with the other.

State of residency (domicile)

Did you live in this state all of 2025?

Full-year resident Part-year (I moved)

Additional states where you earned income or had activity

Did you work remotely for a company based in a different state?

Yes No

Prior year & payment information

Federal estimated taxes paid in 2025

State estimated taxes paid in 2025

Prior year federal refund applied to 2025

IRS Identity Protection PIN (if issued)

Refund preference

Direct deposit Paper check Apply to 2026 estimates

Do you have a copy of your 2024 federal tax return?

Yes — I'll attach it No Please retrieve it for me (+$100–$200)

Life changes in 2025

These events can significantly impact your tax return. Check everything that occurred so we can address it properly.

Anything else we should know?

Certification: By submitting this organizer, you confirm the information is true and complete to the best of your knowledge. Your return will be prepared based on what you provide — you are responsible for its accuracy.