Tax Organizer - 2019
New Client Organizer
Email address *
This organizer is for NEW Clients, if you are a REPEAT Client go to www.PKRKtaxes.com and click on the Organizer Link for REPEAT Clients.
Personal Information
Taxpayer #1
Full Name (First, Middle, Last): *
Your answer
Birthdate *
MM
/
DD
/
YYYY
Social Security Number: (You will need to bring your social security card to your appointment.) *
Your answer
Occupation *
Your answer
Cell Phone *
Your answer
Were you Legally Married on December 31st? *
Taxpayer #2 (Spouse)
Enter the following information if you were married during the year.
Spouse: Full Name
Your answer
Spouse Social Security Number: You will need to bring the social security card to your appointment.)
Your answer
Spouse Birthdate
MM
/
DD
/
YYYY
Spouse Occupation
Your answer
Spouse Cell Phone
Your answer
Spouse E-mail
Your answer
Address
Address: *
Your answer
City *
Your answer
State *
Your answer
Zip Code *
Your answer
County of Residence *
School District *
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