CLK Tax Organizer

CLK Tax Organizer

Complete the form below to help us better understand your tax situation. If you are not sure about something, don’t worry. This is just a quick, preliminary checklist to give us an idea of your tax needs. Just fill out the form the best you can and we can get started.

Taxpayer Information

Your Tax Situation

Check all that apply.

Spouse Information

Childcare Provider

Documents

Tell us how many of the following documents you have or intend to provide.

Employment & Income Forms

Itemized Deductions

Adjustments

Self-Employment