Your 2025
Income Tax
Organizer
Complete this at your own pace — your responses are saved automatically. It takes approximately 10–15 minutes and gives us everything we need to prepare your return accurately and efficiently.
Personal Information
Basic details needed for your 2025 federal and state tax return.
Key Questions
These items significantly impact your return. Just Yes or No — no need to gather amounts yet.
Sources of Income
Check all that apply in 2025. Just indicate the source — we'll follow up on amounts.
Deductions & Credits
Check everything that may apply. We'll determine standard vs. itemized for you.
Business & Self-Employment
Complete if you operate a business, are self-employed, have rentals, or hold interests in pass-through entities.
International & Cross-Border
Especially important for our international clients. When in doubt, answer Yes — we'll assess together.
Dependents & Final Details
Almost done! Tell us about dependents and any remaining items.
Documents to Gather
Your personalized checklist based on your responses. Gather these before your review call.
By submitting this organizer, I confirm that the information is accurate and complete to the best of my knowledge. I authorize De Bedout CPA to use this information to prepare my 2025 income tax return.
Organizer Received.
Thank You.
Your 2025 tax organizer has been submitted. A member of our team will reach out within 1–2 business days to confirm receipt and outline next steps.
melissa@debedoutcpa.com · (305) 867-6307
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