Tax Update & Authorization – Nouvo Accounting & Advisory

Step 1 of 7

Returning Client Tax Update

This short organizer is for returning Nouvo clients. Please confirm what changed this year and complete your authorization so we can prepare your return.

SECTION 1: Taxpayer Information

1. Tax Year*

2. Full Legal Name*

3. Filing Status*

Single

Married Filing Jointly

Married Filing Separately

Head of Household

Qualifying Widow(er)

4. Email Address*

We’ll use this to contact you if anything is missing.

5. Phone*

What Changed Since Last Year?

Answer “Yes” only if something changed during the tax year.

6. Did your mailing address change since last year?*

Yes

6A) New Mailing Address*

7. Did your marital status change during the tax year?*

Yes

7A) Briefly explain the change (marriage/divorce/widowed)*

8. Did your dependents change since last year? (new child, custody change, no longer claiming a dependent)*

Yes

8a. Dependent Information

Please Select the plus + button to add multiple dependents

Full Name

SSN

Date Of Birth

Relationship

Lives With You? Y/N

Claimed in Prior Year? (Y/N)

Months lived with you