Resources
Individual Tax Organizer
2025 Tax Year
Complete your organizer before your appointment to save time and ensure we capture every deduction and credit. Choose the version that matches your situation — we offer two tailored editions.
Not sure which version to use?
Use Domestic if you…
- Are a U.S. citizen or green card holder living in the U.S.
- Have no foreign bank accounts, investments, or pension funds
- Receive all income from U.S. sources
- File as Single, Married, HOH, or QW with no international ties
Use Cross-Border / Expat if you…
- Were born in Korea or hold Korean citizenship / dual nationality
- Have Korean bank accounts, investments, pension, or real estate
- Hold an F-1, H-1B, L-1, or other non-immigrant visa
- May need to file FBAR, Form 8938 (FATCA), or Form 8621 (PFIC)
- Receive Korean pension (국민/퇴직/개인연금) or pay Korean taxes
Domestic Edition
Standard U.S. Taxpayer
Organizer
For U.S. citizens and permanent residents with domestic income, no foreign assets, and no international filing obligations.
11
Pages
531
Fields
10
Sections
- Filing status, dependents, prior-year changes
- W-2 withholding table, Schedule C (self-employed), rental income
- Digital assets — Form 1099-DA (new 2025)
- Medical detail (14 items), itemized deductions, home office
- 40-item Yes/No screener — RMD, QSBS, FLSA overtime, Kiddie Tax…
- 529 / Coverdell education savings plan section
Not included
Korean language
FBAR / FATCA / PFIC
Korean pension
Residency determination
Korean tax summary
Cross-Border / Expat Edition
Korean-American &
International Taxpayer
한국계 미국인, 주재원, 비자 소지자 및 한국 금융자산 보유자를 위한 이중언어 (English + 한국어) 오거나이저입니다.
16
Pages
763
Fields
13
Sections
- Residency determination — SPT days + visa entry/exit history table
- FBAR with 8-column account detail table (기관명, KRW 잔액 포함)
- PFIC/MMF detail table — 펀드명, NAV 유형, 배당/환매 내역
- Korean pension (국민 / 퇴직 / 개인 / 보험성 연금) income section
- 한국 종합소득세 요약 — 결정세액 / 지방소득세 (납세자 + 배우자)
- Korean rental — 14-item expense breakdown + 취득가액 / 소유형태
- Includes everything in Domestic + all cross-border sections
Languages
English
한국어 (Korean)
Bilingual labels
How to complete your organizer
01 — Download
Click the button above to open the PDF. You can fill it digitally on any device or print and complete by hand.
02 — Gather documents
Use the Document Checklist on the final pages as your collection guide — W-2s, 1099s, 1098s, and any foreign account statements.
03 — Complete & review
Answer every applicable section. Use the Yes/No screener to flag anything unusual. Leave blank what doesn't apply.
04 — Submit securely
Upload via the client portal or deliver in person. We'll review and contact you if any information is missing.
Section-by-section comparison
| Section | Domestic | Cross-Border |
|---|---|---|
| Personal Information & Filing Status | ✓ Simplified (filing status checkboxes) | ✓ + Visa type, residency status |
| Residency Determination (SPT + Visa history) | — | ✓ Full SPT table + entry/exit log |
| Dependents (4 blocks) | ✓ Full-time student, disabled, gross income | ✓ + Korean residency, ITIN, 한국 거주 |
| W-2, Interest, Dividends | ✓ With withholding detail table | ✓ + Korean interest/dividends (한국 이자·배당) |
| Business Income (Schedule C) | ✓ Full expenses + travel breakdown | ✓ Same |
| Rental Income (Schedule E) | ✓ 14-item expense breakdown | ✓ + 취득가액, 소유형태, 지분율 (Korean ownership) |
| Digital Assets (Form 1099-DA new 2025) | ✓ | ✓ |
| Property Sold + Fixed Assets | ✓ | ✓ |
| Retirement Income (IRA, RMD, Rollover…) | ✓ US pension, Railroad, ABLE | ✓ + 국민/퇴직/개인/보험성 연금 |
| Korean Tax Summary (결정세액/지방소득세) | — | ✓ Taxpayer + spouse Korean tax |
| Adjustments, Deductions, Medical (14-item) | ✓ | ✓ + 한국 연금 납부액, 한국 공제 항목 |
| FBAR — FinCEN 114 (with account table) | — | ✓ 8-column table: 기관명, KRW 잔액, max bal. |
| FATCA — Form 8938 | — | ✓ |
| PFIC — Form 8621 (with fund detail table) | — | ✓ NAV type, 펀드명, 배당/환매 내역 |
| Foreign Pension & Korean Real Estate | — | ✓ 전세보증금, 연금 잔액 |
| Yes/No Screener | ✓ 40 questions (domestic) | ✓ 50+ questions (incl. foreign) |
| 529 / Coverdell Education Savings | ✓ | ✓ |
| Household Employees (Nanny Tax) | ✓ | ✓ |
| Document Checklist | ✓ US documents (incl. 1099-DA, 8886) | ✓ + Korean bank/stock/tax certificates |