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BC
Brightwater CPA
SM
Sarah Mitchell
Client portal
2025 Tax Organizer
Saved
Tax year
2025
Personal information
4
questions
Home address
*
Pre-filled · confirm
118 Chapel Street, Hartford, CT 06103
Last year:
118 Chapel Street, Hartford, CT 06103
Is this still correct?
Correct
Needs updating
Didn't have this
Mobile number
Pre-filled · confirm
(860) 555-0142
Last year:
(860) 555-0118
Is this still correct?
Correct
Needs updating
Edit the answer above.
Marital status changed this year?
Yes
No
Driver's license or state ID
You provided this last year — upload an updated copy.
Drag a file here or browse
CT license 2025.jpg
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BC
Brightwater CPA
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Sarah Mitchell
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2025 Tax Organizer
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Dependants
Carried from
2024
Dependants
*
Ellie Mitchell
From last year
Still applies
No longer applies
Ellie Mitchell
14
Thomas Mitchell
From last year
Still applies
No longer applies
Thomas Mitchell
19
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BC
Brightwater CPA
SM
Sarah Mitchell
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2025 Tax Organizer
Saved
Income
6
questions
Did you receive any 1099-NEC income?
*
Yes
No
Attach each 1099 you received.
1099-NEC Kestrel.pdf
1099-NEC Harbor.pdf
Estimated tax payments made during the year
4,500.00
Last year:
3,800.00
Any income from rental property?
Yes
No
Interest or dividend income over $1,500?
Yes
No
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BC
Brightwater CPA
SM
Sarah Mitchell
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2025 Tax Organizer
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Deductions
4
questions
Charitable contributions
2,150.00
Did you make any energy-efficiency improvements to your home?
Yes
No
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BC
Brightwater CPA
SM
Sarah Mitchell
Client portal
2025 Tax Organizer
Saving…
Income
6
questions
Estimated tax payments made
4,500.00
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BC
Brightwater CPA
SM
Sarah Mitchell
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Submitted — thank you!
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Personal information
Locked
Home address
118 Chapel Street, Hartford, CT 06103
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