Tax Organizer & Authorization – Nouvo Accounting & Advisory

Step 1 of 7

This organizer collects the remaining information required to prepare your tax return accurately.

If you have questions while completing this form, please contact our team.

Once submitted, our team will review your information and guide you through the next steps.

1. Tax Year (Confirm)*

2. Full Legal Name*

3. Date of Birth*

4. Social Security Number (SSN):*

5. Email Address*

6. Phone Number*

7. Current Mailing Address*

8. Taxpayer Occupation

9. Filing Status*

Single

Married Filing Jointly

Married Filing Separately

Head of Household

Qualifying Widow(er)

10. Do you have any dependents to claim?*

Yes

11. Spouse Full Legal Name*

12. Spouse Date of Birth*

13. Spouse Social Security Number (SSN):*

14. Spouse Email Address

15. Spouse Phone Number*

16. Spouse Occupation

17. Did spouse have income during the year?*

Yes

Consider it Done...