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									PFL4628 04/11/2012 1:36 PM




          1040                                                                                     Federal Return Summary                                                                                             2011
 Name                                                                                                                                                                                          Taxpayer Identification Number


   Keith & Lisa Pflieger                                                                                                                                                                       139-68-4628
                       . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1040
   Tax Form                                                                                                             Filing Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MFJ
                                                                                                                        Dependents              .................................                                 2

                                                          Income                                                                                                  Tax Computation
   Salaries & wages                 ................................                                                    Regular tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .         35,514
   Taxable interest income . . . . . . . . . . . . . . . . . . . . . . . . .                                      604   Alternative minimum tax . . . . . . . . . . . . . . . . . . . . . . .
     Tax exempt interest . .                                                                                            Total tax before credits . . . . . . . . . . . . . . . . . . . . . . . .                      35,514
   Dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                    Child and dependent care credit . . . . . . . . . . . . . . .
     Qualified dividends . .                                                                                            Education credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   Taxable state/local refunds . . . . . . . . . . . . . . . . . . . . . .                                              Other credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                     Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   Business income/-loss . . . . . . . . . . . . . . . . . . . . . . . . . . .                                          Tax after credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .             35,514
   Capital gain/-loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                   Self-employment tax . . . . . . . . . . . . . . . . . . . . . . . . . . .                     18,667
   Other gain/-loss (Form 4797) . . . . . . . . . . . . . . . . . . . .                                                 Additional tax on IRAs, etc. . . . . . . . . . . . . . . . . . . . .
   Taxable IRA distributions . . . . . . . . . . . . . . . . . . . . . . . .                                            Other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   Taxable pension distributions . . . . . . . . . . . . . . . . . . . .                                                Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .       54,181
   Rental, royalty, partnership, etc. income/-loss . . .                                                      279,434                                                    Payments
   Farm income/-loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   Unemployment compensation . . . . . . . . . . . . . . . . . . .                                                      Federal income tax withheld . . . . . . . . . . . . . . . . . . .
   Taxable social security benefits . . . . . . . . . . . . . . . . .                                                   Estimated payments . . . . . . . . . . . . . . . . . . . . . . . . . . .                      73,074
   Other income              ....................................                                                       Other payments/credits . . . . . . . . . . . . . . . . . . . . . . . .
   Total income              ....................................                                             280,038   Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  73,074
                                                  Adjustments                                                                                                  Refund/Amount Due
   Moving expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                      Amount overpaid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                 18,893
   Self-employment tax adjustment . . . . . . . . . . . . . . . .                                              10,401   Overpayment applied . . . . . . . . . . . . . . . . . . . . . . . . . .                       18,893
   SEP, SIMPLE, and qualified plan deduction . . . . .                                                         45,310   Form 2210 penalty . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   Self-employed health insurance deduction . . . . . .                                                                 Amount due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . .
   Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                               Failure to file penalty . . . . . . . . . . . . . . . . . . . . . . . . . . .
   IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                Failure to pay penalty . . . . . . . . . . . . . . . . . . . . . . . . . .
   Student loan interest deduction . . . . . . . . . . . . . . . . . .                                                  Late filing interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   Other adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                      Net amount due/-refund . . . . . . . . . . . . . . . . . . . . . .
   Total adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                           55,711
   Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . .                                      224,327                                             2012 Estimates
                                                                                                                        1st quarter           .....................................
                                                      Deductions
                                                                                                                        2nd quarter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .         10,907
   Medical and Dental expenses . . . . . . . . . . . . . . . . . . .                                              900   3rd quarter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .         14,900
   Taxes paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                     7,842   4th quarter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .         14,899
   Interest paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                     26,665   Total      ...........................................                                        40,706
   Charitable contributions . . . . . . . . . . . . . . . . . . . . . . . . . .                                 4,675
                                                                                                                                                                        Tax Rates
   Other itemized deductions . . . . . . . . . . . . . . . . . . . . . . .
   Total allowable itemized deductions . . . . . . . . . . . . .                                               40,082   Marginal tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28.0           %
   or, Standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . .                                           Effective tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32           %
   Exemption amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                              14,800   Rate of Long-term capital gain . . . . . . . . . . . . . . . . .                              %
   Taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                           169,445
PFL4628 04/11/2012 1:36 PM




     Form   1040                              Return Carryover Summary                    2011
 Name                                                                    Taxpayer Identification Number
   Keith & Lisa Pflieger                                                 139-68-4628
   Activity/Form       Unit                         Description                     Carryover to 2012
   E                         1 Rental Property, 12244 Treeline, Fo
                                 Passive - Operating                                             848
                                           Operating AMT                                         848
                          Brian C. Greenberg & Assoc., LLC
                                1 Eves Drive, Suite 111
                                  Marlton, NJ 08053
                                    856-596-7800


                         CONFIDENTIAL ENGAGEMENT LETTER
                         PLEASE SIGN AND RETURN BOTH PAGES


April 11, 2012


Keith & Lisa Pflieger
8081 Glenfinnan Circle
Fort Myers, FL 33912-4011

Dear Keith & Lisa:

This letter confirms the arrangements for our tax return preparation services. We will prepare your
individual Federal, state, and, when requested, local income tax returns for the year ended
December 31, 2011.

It is your responsibility to provide us with all the information necessary to prepare complete and
accurate tax returns. In that regard you state that, to the best of your knowledge and belief:

You have provided true, correct and complete information regarding your income as listed on the
attached Forms W-2, 1099 and/or written summaries. You will retain for four years all the
documents, receipts, cancelled checks and other records required to substantiate the items of
income and expense claimed on your return.

You have provided us true, correct and complete information regarding amounts you claimed as
tax deductions, and have maintained written documentation supporting all amounts, including log
books and receipts. You understand that taxing authorities may examine the returns, that
documentation should be retained to support the information provided to us, especially business
travel and entertainment deductions, business use percentage of autos and other assets, barter
activities, and the required documents to support all charitable contributions, and that penalties
may be imposed on returns that are late, underpaid or incorrect.

We will not audit or otherwise verify any information. We may require clarification or additional
information. We are not responsible for disallowed deductions, or the inclusion of additional
unreported income or any resulting taxes, penalties or interest.

You understand that you will be charged an additional fee if we are asked to assist or
represent you in a tax examination or inquiry. You understand that, in the event of preparer
error, you are responsible for additional tax that may be due, but our responsibility is to pay for any
penalty that the IRS, state or local taxing authority may assess.

You will contact us immediately if you discover additional information that will lead to a change in
your return, or if you receive any letters from the IRS, state or local taxing authorities.

Our policy is to put all tax advice in writing, and that you will not rely upon any unwritten advice
because it may be tentative, incomplete, or not fully reviewed.

We will use our judgment to resolve questions in your favor where a tax law is unclear or if there is
a reasonable justification for doing so. Whenever we are aware that a possibly applicable tax law
is unclear or that there are conflicting interpretations of the law by authorities (e.g., tax agencies
and courts), we will explain the possible positions that may be taken on your return. We will follow
whatever position you request, so long as it is consistent with the codes and regulations and
interpretations that have been promulgated. If the IRS should later contest the position taken,
there may be an assessment of additional tax plus interest and penalties. We assume no liability
for such additional penalties or assessments.

Our bill will be due and payable upon completion of these returns, and that additional services will
not be performed until the bill for these services is paid in full.

We will not file any federal, state or local tax extensions unless you specifically request us to do
so in writing, by fax or e-mail.

If ther are other services or tax returns that you expect us to prepare, such as estate, gift, sales,
fiduciary, property, states or locals, please note them at the bottom of this letter.

DISCLOSURE TO 3rd PARTIES
Since 2009, we are required to obtain a signed disclosure agreement from you if you need us to
share your tax returns with a 3rd party. Because this agreement is very specific in nature, please
let us know in advance if you need us to share your returns for any reason. We will provide you
with the disclosure agreement to sign upon your request. We apologize in advance for any
inconvenience this may cause.

RECORD RETENTION
In accordance with our firm's current document retention policy we will retain our work papers and
your tax returns for your engagement for seven years. We will provide you a copy of the
depreciation schedules and tax returns and other pertinent work papers that should be a part of
your books and records. All of your original records will be returned to you. After seven years, our
work papers and files will no longer be available. Physical deterioration or catastrophic events
may shorten the time during which our records will be available. The working papers and files of
our firm are not a substitute for the original records of your company. It is agreed and understood
that is connection with the performance of this engagement by Brian C. Greenberg & Associates
that the work papers prepared by us shall remain the property of Brian C. Greenberg &
Associates.

ATTORNEY FEES
If any disputes arise among the parties, they agree to try first in good faith to settle the dispute by
mediation administered by the American Arbitration Association (AAA) under its Commercial
Mediation Rules. All unresolved disputes shall then be decided by final and binding arbitration in
accordance with the Commercial Arbitration Rules of the AAA. Fees charged by any mediators,
arbitrators, or the AAA shall be shared equally by all parties. IN AGREEING TO ARBITRATION,
WE BOTH ACKNOWLEDGE THAT IN THE EVENT OF A DISPUTE OVER FEES, EACH OF US
IS GIVING UP THE RIGHT TO HAVE THE DISPUTE DECIDED IN A COURT OF LAW BEFORE
A JUDGE OR JURY AND INSTEAD WE ARE ACCEPTING THE USE OF ARBITRATION FOR
RESOLUTION.

We appreciate the opportunity to serve you, and look forward to a continuing, mutually satisfying
relationship.

Very truly yours,



Brian C. Greenberg
Brian C. Greenberg & Associates

The terms described in this letter are acceptable and are hereby agreed to and shall remain in
effect until terminated by either party in writing.

Accepted by:___________________________________ Date:_______________
                        Brian C. Greenberg & Assoc., LLC
                              1 Eves Drive, Suite 111
                                Marlton, NJ 08053
                                  856-596-7800

April 11, 2012

CONFIDENTIAL

Keith & Lisa Pflieger
8081 Glenfinnan Circle
Fort Myers, FL 33912-4011



For professional services rendered in connection with the preparation of your 2011 individual tax
return:


                                                Amount due                       $          0.00
                                  Filing Instructions

    U.S. Individual Income Tax Declaration for an IRS e-file Return
         with Electronic Filing Personal Identification Number

                   Taxable Year Ended December 31, 2011


Name:         Keith & Lisa Pflieger

Date Due:     April 17, 2012

Remittance:   None is required. The return shows a total overpayment of $18,893, all of which
              is to be credited to your estimated tax liability for the coming year.

Signature:    Form 8879 IRS e-file Signature Authorization authorizes your electronically
              filed return to be signed with a Personal Identification Number (PIN) and
              certifies that Part I amounts are from your tax return. Review and sign the Form
              8879 IRS e-file Signature Authorization and mail it as soon as possible to:

              Brian C. Greenberg & Assoc., LLC
              1 Eves Drive, Suite 111
              Marlton, NJ 08053

              Important : Your return will not be filed with the IRS until the signed Form
              8879 IRS e-file Signature Authorization Form has been received by this
              office.

Other:        Initial and date the copy of the IRS e-file Signature Authorization and Form
              1040, and retain them for your records.

              Your return is being filed electronically with the IRS and is not required to be
              mailed. If you mail a paper copy of Form 1040 to the IRS it will delay
              processing of your return.

              Both taxpayer and spouse should initial and date the return copy.
                                   Filing Instructions

                  Form(s) 1040-ES - Estimated Tax Payments

                     Taxable Year Ended December 31, 2012


Name:           Keith & Lisa Pflieger

Instructions:   Your required estimated tax payments are shown below. Each payment is to be
                accompanied by a completed Form 1040-ES payment voucher. Make each check
                payable to the United States Treasury. Write your social security number and
                "2012 Form 1040-ES" on the check.

Due Dates:      4/17/12                       Remittances:   $0
                6/15/12                                      $10,907
                9/17/12                                      $14,900
                1/15/13                                      $14,899

Mail To:        Internal Revenue Service
                P.O. Box 1300
                Charlotte, NC 28201-1300
PFL4628 04/11/2012 1:36 PM


        Internal Revenue Service, P.O. Box 1300, Charlotte, NC 28201-1300
         1040-ES
 Form



         Department of the Treasury                                    Payment
         Internal Revenue Service   2012 Estimated Tax                 Voucher                                                               3              OMB No. 1545-0074

 File only if you are making a payment of estimated tax by check or money order. Mail this                                     Calendar year-Due Sept. 17, 2012
 voucher with your check or money order payable to "United States Treasury." Write your                                        Amount of estimated tax you are paying
 social security number and "2012 Form 1040-ES" on your check or money order. Do not send                                      by check or                  Dollars
 cash. Enclose, but do not staple or attach, your payment with this voucher.                                                   money order.
                                                                                                                                                                  14,900
                     Your first name and initial                                           Your last name                                    Your social security number
                     Keith                                                                 Pflieger                                          139-68-4628
                     If joint payment, complete for spouse
    Print or type




                     Spouse's first name and initial                                       Spouse's last name                                Spouse's social security number
                     Lisa                                                                  Pflieger                                          139-60-4151
                     Address (number, street, and apt. no.)
                     8081 Glenfinnan Circle
                     City, state, and ZIP code. (If a foreign address, enter city, province or state, postal code, and country.)
                     Fort Myers                                  FL 33912-4011
 For Privacy Act and Paperwork Reduction Act Notice, see instructions.
 DAA

                                                                                         CUT HERE
        Internal Revenue Service, P.O. Box 1300, Charlotte, NC 28201-1300

                1040-ES
 Form




                Department of the Treasury                                                                                         Payment
                Internal Revenue Service           2012 Estimated Tax                                                              Voucher   2              OMB No. 1545-0074

 File only if you are making a payment of estimated tax by check or money order. Mail this                                     Calendar year-Due June 15, 2012
 voucher with your check or money order payable to "United States Treasury." Write your                                        Amount of estimated tax you are paying
 social security number and "2012 Form 1040-ES" on your check or money order. Do not send                                      by check or                  Dollars
 cash. Enclose, but do not staple or attach, your payment with this voucher.                                                   money order.
                                                                                                                                                                  10,907
                     Your first name and initial                                           Your last name                                    Your social security number
                     Keith                                                                 Pflieger                                          139-68-4628
                     If joint payment, complete for spouse
    Print or type




                     Spouse's first name and initial                                       Spouse's last name                                Spouse's social security number
                     Lisa                                                                  Pflieger                                          139-60-4151
                     Address (number, street, and apt. no.)
                     8081 Glenfinnan Circle
                     City, state, and ZIP code. (If a foreign address, enter city, province or state, postal code, and country.)
                     Fort Myers                                  FL 33912-4011
 For Privacy Act and Paperwork Reduction Act Notice, see instructions.
 DAA

                                                                                         CUT HERE
        Internal Revenue Service, P.O. Box 1300, Charlotte, NC 28201-1300

                1040-ES
 Form




                Department of the Treasury                                                                                         Payment
                Internal Revenue Service           2012 Estimated Tax                                                              Voucher   1              OMB No. 1545-0074

 File only if you are making a payment of estimated tax by check or money order. Mail this                                     Calendar year-Due April 17, 2012
 voucher with your check or money order payable to "United States Treasury." Write your                                        Amount of estimated tax you are paying
 social security number and "2012 Form 1040-ES" on your check or money order. Do not send                                      by check or                  Dollars
 cash. Enclose, but do not staple or attach, your payment with this voucher.                                                   money order.

                     Your first name and initial                                           Your last name                                    Your social security number
                     Keith                                                                 Pflieger                                          139-68-4628
                     If joint payment, complete for spouse
    Print or type




                     Spouse's first name and initial                                       Spouse's last name                                Spouse's social security number
                     Lisa                                                                  Pflieger                                          139-60-4151
                     Address (number, street, and apt. no.)
                     8081 Glenfinnan Circle
                     City, state, and ZIP code. (If a foreign address, enter city, province or state, postal code, and country.)
                     Fort Myers                                  FL 33912-4011
 For Privacy Act and Paperwork Reduction Act Notice, see instructions.
 DAA
PFL4628 04/11/2012 1:36 PM



 Record of Estimated Tax Payments (Farmers, fishermen, and fiscal year taxpayers, see page 3 for payment due dates.)

Payment                                                                                                                         (c) 2011 Overpayment
                                  (a) Date                                         (b) Total                                                                                                    (d) Balance due                                     (e) Date             (f) Amount
number                                                                                                                                Applied or
                                                                                    Amount                                                                                                                                                             paid                   paid
                                                                                                                                    Estimates paid


                1           04/17/12                                                        14,900                                                  14,900
                2           06/15/12                                                        14,900                                                      3,993                                                10,907
                3           09/17/12                                                        14,900                                                                                                           14,900
                4           01/15/13                                                        14,899                                                                                                           14,899
    Total            ..................                                                     59,599                                                  18,893                                                   40,706


                                                                                                                         Calculation of 1040-ES Payments
                    1    Taxpayer self-employment income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
                    2    Spouse self-employment income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
                    3    Other adjustments to adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
                    4    Computed adjustment to adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . 4
                    5    Total adjustments to adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                  5
                    6    Computed adjustment to self-employment tax . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
                    7    Computed adjustment to income tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
                    8    Other adjustments to taxes/credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
                    9    Tax adjustments . . . Safe. . . harbor . . .adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
                                                         ........              .............                   .....................                                                                                                                     9               5,418
                    10   Amount from Form 1040, line 61, with adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                  10             54,181
                    11   Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   11             59,599
                    12   Less 2011 Federal income tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                     12
                    13   Less adjustment to withholding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                          13
                    14   Total annual payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                    14             59,599
                    15   Less amount of 2011 overpayment applied to 2012 estimates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                               15             18,893
                    16   Less amounts already paid towards 2012 estimates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                    16
                    17   Plus rounding amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  17
                    18   Balance of estimates for 2012 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                             18             40,706


                                                                                                                                                      CUT HERE
     Internal Revenue Service, P.O. Box 1300, Charlotte, NC 28201-1300

                1040-ES
 Form




                Department of the Treasury                                                                                                                                                                                      Payment
                Internal Revenue Service                                 2012 Estimated Tax                                                                                                                                     Voucher                  4              OMB No. 1545-0074

 File only if you are making a payment of estimated tax by check or money order. Mail this                                                                                                                                    Calendar year-Due Jan. 15, 2013
 voucher with your check or money order payable to "United States Treasury." Write your                                                                                                                                       Amount of estimated tax you are paying
 social security number and "2012 Form 1040-ES" on your check or money order. Do not send                                                                                                                                     by check or                  Dollars
 cash. Enclose, but do not staple or attach, your payment with this voucher.                                                                                                                                                  money order.
                                                                                                                                                                                                                                                                              14,899
                     Your first name and initial                                                                                                         Your last name                                                                                  Your social security number
                     Keith                                                                                                                                Pflieger                                                                                       139-68-4628
                     If joint payment, complete for spouse
    Print or type




                     Spouse's first name and initial                                                                                                     Spouse's last name                                                                              Spouse's social security number
                     Lisa                                                                                                                                 Pflieger                                                                                       139-60-4151
                     Address (number, street, and apt. no.)
                     8081 Glenfinnan Circle
                     City, state, and ZIP code. (If a foreign address, enter city, province or state, postal code, and country.)
                     Fort Myers                                                                          FL 33912-4011
 For Privacy Act and Paperwork Reduction Act Notice, see instructions.
 DAA
PFL4628 04/11/2012 1:36 PM




 Form   8879                                                          IRS e-file Signature Authorization                                                                                   OMB No. 1545-0074



 Department of the Treasury
 Internal Revenue Service
                                                                           u Do not send to the IRS. This is not a tax return.
                                                                          u Keep this form for your records. See instructions.
                                                                                                                                                                                              2011
 Declaration Control Number (DCN)
                                                                00200247092572
 Taxpayer's name                                                                                                                                                     Social security number
   Keith                                     Pflieger                                                                                                                139-68-4628
 Spouse's name                                                                                                                                                       Spouse's social security number
   Lisa                                      Pflieger                                                                                                                139-60-4151
   Part I             Tax Return Information — Tax Year Ending December 31, 2011 (Whole Dollars Only)
   1    Adjusted gross income (Form 1040, line 38; Form 1040A, line 22; Form 1040EZ, line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                     1                  224,327
   2    Total tax (Form 1040, line 61; Form 1040A, line 35; Form 1040EZ, line 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .    2                   54,181
   3    Federal income tax withheld (Form 1040, line 62; Form 1040A, line 36; Form 1040EZ, line 7) . . . . . . . . . . . . . . . . . . . . . . . . .                           3
   4    Refund (Form 1040, line 74a; Form 1040A, line 43a; Form 1040EZ, line 11; Form 1040-SS, Part I, line 12a) . . . . . . . . . .                                           4
   5    Amount you owe (Form 1040, line 76; Form 1040A, line 45; Form 1040EZ, line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                 5
   Part II            Taxpayer Declaration and Signature Authorization (Be sure you get and keep a copy of your return)
 Under penalties of perjury, I declare that I have examined a copy of my electronic individual income tax return and accompanying schedules and statements
 for the tax year ending December 31, 2011, and to the best of my knowledge and belief, it is true, correct, and complete. I further declare that the amounts
 in Part I above are the amounts from my electronic income tax return. I consent to allow my intermediate service provider, transmitter, or electronic return
 originator (ERO) to send my return to the IRS and to receive from the IRS (a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the
 reason for any delay in processing the return or refund, and (c) the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial
 Agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment
 of my Federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the entry to this account. I further understand
 that this authorization may apply to future Federal tax payments that I direct to be debited through the Electronic Federal Tax Payment System (EFTPS). I
 authorize EFTPS to issue me a personal identification number (PIN) to access EFTPS. This authorization is to remain in full force and effect until I notify the U.S.
 Treasury Financial Agent to terminate the authorization. To request that my PIN be mailed to me, or to revoke (cancel) a payment, I must contact the U.S.
 Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be received no later than 2 business days prior to the payment (settlement)
 date. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential information necessary to
 answer inquiries and resolve issues related to the payment. I further acknowledge that the personal identification number (PIN) below is my signature for my
 electronic income tax return and, if applicable, my Electronic Funds Withdrawal Consent.
 Taxpayer's PIN: check one box only
        X   I authorize        Brian C. Greenberg & Assoc., LLC                                                                       to enter or generate my PIN                  19840
                                                                   ERO firm name                                                                                              Enter five numbers, but
            as my signature on my tax year 2011 electronically filed income tax return.                                                                                       do not enter all zeros

            I will enter my PIN as my signature on my tax year 2011 electronically filed income tax return. Check this box only if you are
            entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.

 Your signature u                                                                                                                                  Date u         04/11/12
 Spouse's PIN: check one box only

        X   I authorize        Brian C. Greenberg & Assoc., LLC                                                                       to enter or generate my PIN                  19840
                                                                   ERO firm name                                                                                              Enter five numbers, but
            as my signature on my tax year 2011 electronically filed income tax return.                                                                                       do not enter all zeros

            I will enter my PIN as my signature on my tax year 2011 electronically filed income tax return. Check this box only if you are
            entering your own PIN and your return is filed using the Practitioner PIN method. The ERO must complete Part III below.

 Spouse's signature u                                                                                                                              Date u         04/11/12

                                               Practitioner PIN Method Returns Only—continue below
   Part III           Certification and Authentication — Practitioner PIN Method Only
 ERO's EFIN/PIN. Enter your six-digit EFIN followed by your five-digit self-selected PIN.                                                20024719840
                                                                                                                                           do not enter all zeros

 I certify that the above numeric entry is my PIN, which is my signature for the tax year 2011 electronically filed income tax return for
 the taxpayer(s) indicated above. I confirm that I am submitting this return in accordance with the requirements of the Practitioner PIN
 method and Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns.

 ERO's signature u            Brian C. Greenberg                                                                                            Date u           04/11/12
                                                         ERO Must Retain This Form — See Instructions
                                                 Do Not Submit This Form to the IRS Unless Requested To Do So
 For Paperwork Reduction Act Notice, see your tax return instructions.                                                                                                                          Form    8879 (2011)
 DAA
PFL4628 04/11/2012 1:36 PM



          Taxpayer Name              Keith                             Pflieger
          Spouse Name                Lisa                              Pflieger
                                     DO NOT SUBMIT THIS DOCUMENT TO IRS UNLESS REQUESTED TO DO SO

          ERO Declaration
          I declare that the information contained in this electronic tax return is the information furnished to me by the
          taxpayer. If the taxpayer furnished me a completed tax return, I declare that the information contained
          in this electronic tax return is identical to that contained in the return provided by the taxpayer. If the
          furnished return was signed by a paid preparer, I declare I have entered the paid preparer's identifying
          information in the appropriate portion of this electronic return. If I am the paid preparer, under the penalties of
          perjury I declare that I have examined this electronic return, and to the best of my knowledge and belief, it is
          true, correct, and complete. This declaration is based on all information of which I have any knowledge.

          ERO Signature
          I am signing this Tax Return by entering my PIN below.
          ERO's PIN 20024719840



          Taxpayer Declarations
          Perjury Statement
          Under penalties of perjury, I declare that I have examined this return, including any accompanying
          statements and schedules and, to the best of my knowledge and belief, it is true, correct, and complete.

          Consent to Disclosure
          I consent to allow my Intermediate Service Provider, transmitter, or Electronic Return Originator (ERO) to send my
          return to IRS and to receive the following information from IRS: a) an acknowledgment of receipt or reason for
          rejection of transmission; b) the reason for any delay in processing or refund; and, c) the date of any refund.

          Electronic Funds Withdrawal Consent
          If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an ACH Electronic Funds
          Withdrawal (direct debit) entry to the financial institution account indicated in the tax preparation software for payment
          of my Federal taxes owed on this return and/or a payment of estimated tax, and the financial institution to debit the entry
          to this account. I further understand that this authorization may apply to future Federal tax payments that I direct to be
          debited through the Electronic Federal Tax Payment System (EFTPS). I authorize EFTPS to issue me a personal
          identification number (PIN) to access EFTPS. This authorization is to remain in full force and effect until I notify the U.S.
          Treasury Financial Agent to terminate the authorization. To request that my PIN be mailed to me, or to revoke (cancel)
          a payment, I must contact the U.S. Treasury Financial Agent at 1-888-353-4537. Payment cancellation requests must be
          received no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions
          involved in the processing of the electronic payment of taxes to receive confidential information necessary to answer
          inquiries and resolve issues related to the payment. I further acknowledge that the personal identification number (PIN)
          below is my signature for my electronic income tax return and, if applicable, my Electronic Funds Withdrawal consent.


          I am signing this Tax Return/Form and Electronic Funds Withdrawal Consent, if applicable, by entering my Self-Select PIN below.

          Date (all numerics)          04/11/12
          Taxpayer's PIN (enter five numbers, other than all zeroes)                                 19840
          Spouse's PIN (enter five numbers, other than all zeroes)                                   19840
          Form 1310 Signature and Verification
          Completion of this section indicates that I am requesting a refund of taxes overpaid by or on behalf of the decedent.
          Under penalties of perjury, I declare that I have examined this Form 1310 claim, and to the best of my knowledge
          and belief, it is true, correct and complete.



          Signature of person claiming refund                                               Date
PFL4628 04/11/2012 1:36 PM

  Form
         1040                   Department of the Treasury—Internal Revenue Service
                                U.S. Individual Income Tax Return
                                                                                                                                 (99)
                                                                                                                                                    2011                           OMB No. 1545-0074                      IRS Use Only–Do not write or staple in this space.
  For the year Jan. 1–Dec. 31, 2011, or other tax year beginning                                                                                                        , 2011, ending                             , 20                   See separate instructions.
  Your first name and initial                                             Last name                                                                                                                                                       Your social security number

     Keith                                                                 Pflieger                                                                                                                                                          139-68-4628
  If a joint return, spouse's first name and initial                      Last name                                                                                                                                                       Spouse's social security number
     Lisa                                                                  Pflieger                                                                                                                                                          139-60-4151
  Home address (number and street). If you have a P.O. box, see instructions.                                                                                                                                    Apt. no.
                                                                                                                                                                                                                                          p Make sureline 6c are correct.
                                                                                                                                                                                                                                                       the SSN(s) above
     8081 Glenfinnan Circle                                                                                                                                                                                                                  and on

  City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).                                                                                                                        Presidential Election Campaign
                                                                                                                                                                                                                                                       Check here if you, or your spouse
     Fort Myers                                                                   FL                     33912-4011                                                                                                                                    if filing jointly, want $3 to go to this
                                                                                                                                                                                                                                                       fund. Checking a box below will
  Foreign country name                                                Foreign province/county                                                                                               Foreign postal code                                        not change your tax or refund.

                                                                                                                                                                                                                                                                    You            Spouse
                                                                                                                                                                    Head of household (with qualifying person). (See instructions.) If
Filing Status 1                            Single                                                                                                      4            the qualifying person is a child but not your dependent, enter this
                            2       X      Married filing jointly (even if only one had income)                                                                     child's name here. u

                            3              Married filing separately. Enter spouse's SSN above                                                         5            Qualifying widow(er) with dependent child
Check only one
box.                                       and full name here. u

                                    X                                                                                                                                                                                                                     Boxes checked                      2
Exemptions
                            6a
                             b      X
                                           Yourself. If someone can claim you as a dependent, do not check box 6a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
                                                                                                                                                                                                                                                          }
                                                                                                                                                                                                                                                          on 6a and 6b
                                           Spouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
                                                                                                                                                                                                                                                          No. of children
                                                                                                                                                                                                                                                  (4) a ifon 6c who:
                             c          Dependents:
                                                                                                                                                           (2) Dependent's                            (3)      Dependent's
                                                                                                                                                                                                                                                  child under
                                                                                                                                                                                                                                             age 17 qual.       •
                                                                                                                                                                                                                                                             lived with you                  2
                                                                                                                                                                                                                                             for child

                                        (1) First name                                        Last name
                                                                                                                                                     social security number                              relationship to you                 tax credit         •
                                                                                                                                                                                                                                                             did not live with
                                                                                                                                                                                                                                             (see instr.) you due to divorce
                                                                                                                                                                                                                                                          or separation
If more than four                       Lauren J                                           Pflieger                                                 138-02-5915 Daughter                                                                           X      (see instructions)
dependents, see
instructions and
                                        Andrew                                             Pflieger                                                 155-08-4652 Son                                                                                X            Dependents on 6c
check here u                                                                                                                                                                                                                                                    not entered above

                                                                                                                                                                                                                                                                Add numbers on
                                d       Total number of exemptions claimed                                      ..............................................................................                                                                  lines above u                4
                            7           Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  7
Income                      8a          Taxable interest. Attach Schedule B if required                                             ......................................................                                                    8a                                      604
Attach Form(s)      b                   Tax-exempt interest. Do not include on line 8a . . . . . . . . . . . . . . . . . . . .                                           8b
W-2 here. Also     9a                   Ordinary dividends. Attach Schedule B if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                             9a
attach Forms
                    b                   Qualified dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .          9b
W-2G and
1099-R if tax     10                    Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                             10
was withheld.     11                    Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .         11
If you did not    12                    Business income or (loss). Attach Schedule C or C-EZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                     12                                              0
get a W-2,        13                    Capital gain or (loss). Attach Schedule D if required. If not required, check here u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                     13
see instructions. 14                    Other gains or (losses). Attach Form 4797                                          ...........................................................                                                       14
                  15a                   IRA distributions . . . . . . . . . . . . . . 15a                      b Taxable amount . . . . . . . . . . . . .                                                                                   15b
                  16a                   Pensions and annuities . . . . . .            16a                      b Taxable amount . . . . . . . . . . . . .                                                                                   16b
Enclose, but do            17           Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . . . . . . .                                                                                     17                          279,434
not attach, any            18           Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                     18
payment. Also,
please use                 19           Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                            19
Form 1040-V.               20a          Social security benefits . . . . . . . . . . 20a                                                                      b Taxable amount . . . . . . . . . . . . .                                    20b
                           21           Other income. List type and amount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                               21
                           22           Combine the amounts in the far right column for lines 7 through 21. This is your total income                                                                         u                              22                           280,038
                           23           Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .    23
Adjusted                   24           Certain business expenses of reservists, performing artists, and
Gross                                   fee-basis government officials. Attach Form 2106 or 2106-EZ . . . . .                                                    24
Income                     25           Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . . .                                           25
                           26           Moving expenses. Attach Form 3903 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                          26
                           27           Deductible part of self-employment tax. Attach Schedule SE . . . . . .                                                                 27                                 10,401
                           28           Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . .                                                     28                                 45,310
                           29           Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . .                                             29
                           30           Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                     30
                           31a          Alimony paid b Recipient's SSN u                                                                                            31a
                           32           IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  32
                           33           Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                    33
                           34           Tuition and fees. Attach Form 8917 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                         34
                           35           Domestic production activities deduction. Attach Form 8903 . . . . . . .                                                     35
                           36           Add lines 23 through 35 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                 36                           55,711
                           37           Subtract line 36 from line 22. This is your adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u                                                                       37                          224,327
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.                                                                                                                                                                           Form    1040 (2011)
DAA
PFL4628 04/11/2012 1:36 PM

 Form 1040 (2011)     Keith & Lisa Pflieger                                                                                                                                                                               139-68-4628 Page 2
 Tax and                38      Amount from line 37 (adjusted gross income) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                              38      224,327
 Credits                39a     Check         You were born before January 2, 1947,                              Blind.
                                if:           {Spouse was born before January 2, 1947,                           Blind.
                                                                                                                                        Total boxes
                                                                                                                                        checked u              }           39a
                           b    If your spouse itemizes on a separate return or you were a dual-status alien, check here u 39b
  Standard
  Deduction             40      Itemized deductions (from Schedule A) or your standard deduction (see left margin) . . . . . . . . . . . .                                                                              40                        40,082
  for—                  41      Subtract line 40 from line 38 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .       41                       184,245
  • People who
  check any
                        42      Exemptions. Multiply $3,700 by the number on line 6d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                        42                        14,800
  box on line           43      Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  43                      169,445
  39a or 39b or                                                            Form(s) b             Form c          962
  who can be            44      Tax (see instr.). Check if any from: a     8814                  4972            elec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                 44                       35,514
  claimed as a
  dependent,
                        45      Alternative minimum tax (see instructions). Attach Form 6251                                                       .....................................
                                                                                                                                                                                                                         45
  see
  instructions.
                        46      Add lines 44 and 45 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u      46                         35,514
  • All others:
                        47      Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . . . . . . . . 47
  Single or             48      Credit for child and dependent care expenses. Attach Form 2441 . . . 48
  Married filing
  separately,           49      Education credits from Form 8863, line 23 . . . . . . . . . . . . . . . . . . . . . . . . . . .                                49
  $5,800                                                                                                                                                       50
                        50      Retirement savings contributions credit. Attach Form 8880 . . . . . . . . .
  Married filing
  jointly or            51      Child tax credit (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                    51
  Qualifying
  widow(er),            52      Residential energy credits. Attach Form 5695 . . . . . . . . . . . . . . . . . . . . . . .                                     52
  $11,600
                        53      Other credits from Form: a   3800 b      8801 c                                                                                53
  Head of
  household,            54      Add lines 47 through 53. These are your total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                      54
  $8,500
                        55      Subtract line 54 from line 46. If line 54 is more than line 46, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . u                                                      55                         35,514
                        56      Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .              56                         18,667
 Other                  57      Unreported social security and Medicare tax from Form: a                                            4137              b                 8919 . . . . . . . . . . . .                     57
 Taxes                                                                                                                                                                                                                   58
                        58      Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required . . . . . . . . . .
                        59a     Household employment taxes from Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                  59a
                          b     First-time homebuyer credit repayment. Attach Form 5405 if required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                       59b
                        60      Other taxes. Enter code(s) from instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                         60
                        61      Add lines 55 through 60. This is your total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u                    61                         54,181
                        62      Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . . . .                                                    62
 Payments               63      2011 estimated tax payments and amount applied from 2010 return . . . . . . . . .                                              63                              73,074
   If you have a        64a     Earned income credit (EIC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .      64a
   qualifying
                          b     Nontaxable combat pay election                             ..
                                                                                                   64b
   child, attach
   Schedule EIC.        65      Additional child tax credit. Attach Form 8812 . . . . . . . . . . . . . . . . . . . . . . .                                    65
                        66      American opportunity credit from Form 8863, line 14 . . . . . . . . . . . . . . .                                              66
                        67      First-time homebuyer credit from Form 5405, line 10 . . . . . . . . . . . . . . .                                              67
                        68      Amount paid with request for extension to file . . . . . . . . . . . . . . . . . . . . . .                                     68
                        69      Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . . . .                                            69
                        70      Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . . . . . .                                        70
                        71      Credits from Form:           a           2439        b             8839        c          8801      d           8885           71
                        72      Add lines 62, 63, 64a, and 65 through 71. These are your total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                u         72                         73,074
 Refund                 73      If line 72 is more than line 61, subtract line 61 from line 72. This is the amount you overpaid . . . . . . .                                                                            73                         18,893
                        74a     Amount of line 73 you want refunded to you. If Form 8888 is attached, check here . . . . . . . u                                                                                        74a
 Direct deposit?      u b Routing number                                                                    u c            Type:                 Checking                     Savings
 See
                      u d Account number
 instructions.
                        75   Amount of line 73 you want applied to your 2012 estimated tax u 75                                  18,893
 Amount                 76   Amount you owe. Subtract line 72 from line 61. For details on how to pay, see instructions . . . . u       76
 You Owe               77    Estimated tax penalty (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
                      Do you want to allow another person to discuss this return with the IRS (see instructions)? X Yes. Complete below.                                                                                                                No
 Third Party
                      Designee's
                                                                                                                                                           Personal identification number (PIN)                     u     19840
 Designee
                      name       u      Brian C. Greenberg                                                                                               Phone no.                                                  u    856-596-7800
                     Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief,
 Sign                they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
 Here                Your signature                                                                Date       Your occupation                                               Daytime phone number
 Joint return?
 See instr.
 Keep a copy                                                                                                                                                                                                                      If the IRS sent you an Identity
                     Spouse's signature. If a joint return, both must sign.                                            Date           Spouse's occupation                                                                         Protection PIN,
 for your                                                                                                                                                                                                                         enter it here
 records.                                                                                                                                                                                                                         (see instr.)
                   Print/Type preparer's name                                                          Preparer's signature                                                                      Date                     Check         if   PTIN

 Paid     Brian C. Greenberg               Brian C. Greenberg                                                                                                                                   04/11/12                  self-employed      P00744336
 Preparer Firm's name u Brian C. Greenberg & Assoc.,                                                                                                   LLC                                                            Firm's EIN u       22-3413581
 Use Only Firm's address u 1 Eves Drive, Suite 111                                                                                                                                                                    Phone no.

                                           Marlton                                                                                        NJ 08053                                                                    856-596-7800
                                                                                                                                                                                                                                               Form   1040 (2011)
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 SCHEDULE A                                                                                                       Itemized Deductions                                                                                                    OMB No. 1545-0074

 (Form 1040)
 Department of the Treasury                                                   Attach to Form 1040.                                        See Instructions for Schedule A (Form 1040).
                                                                                                                                                                                                                                            2011
                                                                                                                                                                                                                                        Attachment
 Internal Revenue Service                (99)                                                                                                                                                                                           Sequence No.   07
 Name(s) shown on Form 1040                                                                                                                                                                                        Your social security number
    Keith & Lisa Pflieger                                                                                                                                                                                          139-68-4628
 Medical                                 Caution. Do not include expenses reimbursed or paid by others.
 and                                1    Medical and dental expenses (see instructions) . . . . . . . . . . . . . . . . . . . .                       1           17,725
 Dental                             2    Enter amount from Form 1040, line 38             2                               224,327
 Expenses                           3    Multiply line 2 by 7.5% (.075) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3           16,825
                                    4    Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                      4                        900
 Taxes You                          5 State and local (check only one box):
 Paid                                                                                                                                                                   5                                  1,911
                                      a       Income taxes, or
                                      b X General sales taxes
                                                                                               }
                                                                      ....................................


                                    6 Real estate taxes (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                            6                                  5,931
                                    7 Personal property taxes                        .............................................                                      7
                                    8 Other taxes. List type and amount                                       ..............................
                                         . ......................................................................                                                       8
                                    9 Add lines 5 through 8                      .................................................................................                                                            9                   7,842
 Interest                         10 Home mortgage interest and points reported to you on Form 1098 . . . . . . . . . .                                                10                              26,665
 You Paid                         11 Home mortgage interest not reported to you on Form 1098. If paid to the
                                     person from whom you bought the home, see instructions and show that
 Note.                               person's name, identifying no., and address    ...........................
 Your mortgage
                                         . ......................................................................
 interest
 deduction may                           . ......................................................................
 be limited (see                     . ......................................................................                                                        11
 instructions).                   12 Points not reported to you on Form 1098. See instructions for
                                     special rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
                                  13 Mortgage insurance premiums (see instructions) . . . . . . . . . . . . . . . . . . .                                            13
                                  14 Investment interest. Attach Form 4952 if required. (See
                                     instructions.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  14
                                  15 Add lines 10 through 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15                    26,665
 Gifts to                         16 Gifts by cash or check. If you made any gift of $250 or more,
 Charity                             see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16                                       4,275
 If you made a                    17 Other than by cash or check. If any gift of $250 or more, see
 gift and got a                      instructions. You must attach Form 8283 if over $500 . . . . . . . . . . . . .                                             17                                               400
 benefit for it,                  18 Carryover from prior year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            18
 see instructions.
                                  19 Add lines 16 through 18 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19                     4,675
Casualty and
Theft Losses 20 Casualty or theft loss(es). Attach Form 4684. (See instructions.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                                    20
Job Expenses 21 Unreimbursed employee expenses—job travel, union dues,
                 job education, etc. Attach Form 2106 or 2106-EZ if required.
and Certain
                 (See instructions.)     ...............................................
Miscellaneous
                 .......................................................................      21
Deductions    22 Tax preparation fees                                                        22
                                                                                ................................................
                                  23 Other expenses—investment, safe deposit box, etc. List type
                                     and amount    ......................................................
                                         . ......................................................................                                                      23
                                  24 Add lines 21 through 23 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                 24
                                  25 Enter amount from Form 1040, line 38                 25
                                  26 Multiply line 25 by 2% (.02) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                    26
                                  27 Subtract line 26 from line 24. If line 26 is more than line 24, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                               27
 Other                            28 Other—from list in instructions. List type and amount        .............................................
 Miscellaneous
 Deductions                             . ........................................................................................................                                                                           28
 Total            29 Add the amounts in the far right column for lines 4 through 28. Also, enter this amount
 Itemized             on Form 1040, line 40 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                29                  40,082
 Deductions       30 If you elect to itemize deductions even though they are less than your standard
                      deduction, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 For Paperwork Reduction Act Notice, see Form 1040 instructions.                                                                                                                                                             Schedule A (Form 1040) 2011


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 SCHEDULE C                                                                                            Profit or Loss From Business                                                                                                                  OMB No. 1545-0074

 (Form 1040)                                                                                                                 (Sole Proprietorship)

 Department of the Treasury
                                                                u For information on Schedule C and its instructions, go to www.irs.gov/schedulec
                                                                                                                                                                                                                                                          2011
                                                                                                                                                                                                                                                     Attachment
 Internal Revenue Service                (99)                             u Attach to Form 1040, 1040NR, or 1041; partnerships generally must file Form 1065.                                                                                        Sequence No.        09
 Name of proprietor                                                                                                                                                                                                     Social security number (SSN)

     Keith Pflieger                                                                                                                                                                                                     139-68-4628
 A       Principal business or profession, including product or service (see instructions)                                                                                                                              B          Enter code from instructions
         Insurance Sales                                                                                                                                                                                                           u    524210
 C       Business name. If no separate business name, leave blank.                                                                                                                                                      D          Employer ID number (EIN), (see instr.)

         Keith Pflieger                                                                                                                                                        22-3652761
 E       Business address (including suite or room no.) u                                               8081. . . .Glenfinnan. . . .Circle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
                                                                                                   .............   .................... ............
         City, town or post office, state, and ZIP code                                                 Fort Myers                              FL 33912-4011
 F       Accounting method:             (1)   X Cash (2)             Accrual       (3)                  Other (specify) u . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 G       Did you “materially participate” in the operation of this business during 2011? If “No,” see instructions for limit on losses . . . . . . . . X Yes                                                                        No
 H       If you started or acquired this business during 2011, check here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u
 I       Did you make any payments in 2011 that would require you to file Form(s) 1099? (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                                                  Yes           X     No
 J       If "Yes," did you or will you file all required Forms 1099? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                              Yes                 No
     Part I                Income
  1a     Merchant card and third party payments. For 2011, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                             1a                                                           0
   b     Gross receipts or sales not entered on line 1a (see instructions) . . . . . . . . . . . . . . . . . . . . . .                                                 1b                                    22,767
   c     Income reported to you on Form W-2 if the “Statutory Employee” box on
         that form was checked. Caution. See instr. before completing this line . . . . . . . . . . . . . . .                                                          1c
     d   Total gross receipts. Add lines 1a through 1c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                            1d                        22,767
  2      Returns and allowances plus any other adjustments (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                      2
  3      Subtract line 2 from line 1d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .    3                        22,767
  4      Cost of goods sold (from line 42) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .           4                        22,767
  5      Gross profit. Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                   5                             0
  6      Other income, including federal and state gasoline or fuel tax credit or refund (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                  6
  7      Gross income. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u                       7                                          0
     Part II               Expenses                                                  Enter expenses for business use of your home only on line 30.
  8      Advertising           .......................
                                                                               8                                                        18         Office expense (see instructions)                                .......             18
  9      Car and truck expenses (see                                                                                                    19         Pension and profit-sharing plans . . . . . . . .                                     19
         instructions) . . . . . . . . . . . . . . . . . . . . . .             9                                                        20         Rent or lease (see instructions):
 10      Commissions and fees . . . . . . . . . . .                           10                                                          a        Vehicles, machinery, and equipment . . .                                            20a
 11      Contract labor (see instructions)                                    11                                                          b        Other business property . . . . . . . . . . . . . . . . .                           20b
 12      Depletion . . . . . . . . . . . . . . . . . . . . . . . . .          12                                                        21         Repairs and maintenance . . . . . . . . . . . . . . .                               21
 13      Depreciation and section 179                                                                                                   22         Supplies (not included in Part III) . . . . . . .                                   22
         expense deduction (not                                                                                                         23         Taxes and licenses . . . . . . . . . . . . . . . . . . . . . .                      23
         included in Part III) (see
         instructions) . . . . . . . . . . . . . . . . . . . . . .            13                                                        24         Travel, meals, and entertainment:
 14      Employee benefit programs                                                                                                          a      Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .        24a
         (other than on line 19) . . . . . . . . . . . .                      14                                                            b      Deductible meals and
 15      Insurance (other than health) . . . . .                              15                                                                   entertainment (see instructions) . . . . . . . .                                    24b
 16      Interest:                                                                                                                      25         Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .       25
  a      Mortgage (paid to banks, etc.) . . . .                             16a                                                         26         Wages (less employment credits) . . . . . .                                         26
     b   Other       .............................                          16b
                                                                                                       27a Other expenses (from line 48) . . . . . . . . . .                                                                           27a
 17      Legal and professional services . .       17                                                       b Reserved for future use . . . . . . . . . . . . . . .                                                                    27b
 28      Total expenses before expenses for business use of home. Add lines 8 through 27a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u                                                                                28                                         0
 29      Tentative profit or (loss). Subtract line 28 from line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                              29                                         0
 30      Expenses for business use of your home. Attach Form 8829. Do not report such expenses elsewhere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .    30
 31      Net profit or (loss). Subtract line 30 from line 29.
         • If a profit, enter on both Form 1040, line 12 (or Form 1040NR, line 13) and on Schedule SE, line 2.
         If you entered an amount on line 1c, see instr. Estates and trusts, enter on Form 1041, line 3.                                                             } 31                                                                                                         0
         •   If a loss, you must go to line 32.
 32      If you have a loss, check the box that describes your investment in this activity (see instructions).
         • If you checked 32a, enter the loss on both Form 1040, line 12, (or Form 1040NR, line 13) and on Schedule SE, line 2.                                      }
                                                                                                                                                                       32a                                                                           All investment is at risk.

         If you entered an amount on line 1c, see the instructions for line 31. Estates and trusts, enter on Form 1041, line 3.                                        32b                                                                           Some investment is not

         •  If you checked 32b, you must attach Form 6198. Your loss may be limited.                                                                                                                                                                 at risk.

 For Paperwork Reduction Act Notice, see your tax return instructions.                                                                                                                                                                 Schedule C (Form 1040) 2011

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      Keith Pflieger                                                                                                                                                                                                                      139-68-4628
 Schedule C (Form 1040) 2011                                       Insurance Sales                                                                                                                                                                                                    Page 2
     Part III                     Cost of Goods Sold (see instructions)
 33           Method(s) used to
              value closing inventory:                                 a               Cost                     b               Lower of cost or market                                      c                Other (attach explanation)

 34           Was there any change in determining quantities, costs, or valuations between opening and closing inventory?
              If "Yes," attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .               Yes         No

 35           Inventory at beginning of year. If different from last year's closing inventory, attach explanation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                                      35                     0
 36           Purchases less cost of items withdrawn for personal use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                              36


 37           Cost of labor. Do not include any amounts paid to yourself                                                             ..............................................................                                                                37

 38           Materials and supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                       38

 39           Other costs              ...............................................................................................................                                    See Statement 1                                                          39              22,767
 40           Add lines 35 through 39                           ..................................................................................................                                                                                                 40              22,767
 41           Inventory at end of year                          ..................................................................................................                                                                                                 41                     0
 42           Cost of goods sold. Subtract line 41 from line 40. Enter the result here and on line 4                                                                                        .................................                                      42              22,767
     Part IV                      Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses on line 9
                                  and are not required to file Form 4562 for this business. See the instructions for line 13 to find out if you must
                                  file Form 4562.

 43           When did you place your vehicle in service for business purposes? (month, day, year) u . . . . . See. . .Stmt. . .2 . . .
                                                                                                               ......  ........ ..


 44           Of the total number of miles you drove your vehicle during 2011, enter the number of miles you used your vehicle for:


       a Business                ..................                                                   b Commuting (see instructions)                                     .................                                              c Other              ..................


 45           Was your vehicle available for personal use during off-duty hours? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                               Yes           No
 46           Do you (or your spouse) have another vehicle available for personal use? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                                       Yes           No
 47a Do you have evidence to support your deduction? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                       Yes           No
   b If "Yes," is the evidence written? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                Yes           No
     Part V                       Other Expenses. List below business expenses not included on lines 8-26 or line 30.
 .   . Auto. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
       ........
 .   . Bank. . . and. . .CC . . .Charges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
       ........   ......           ....          ..............
 .   . Continuing . . . Ed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
       .....................               ....

 .   . Gifts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
       ..........

 .   . Licensing . . . Fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
       ...................             ........

 .   . Telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
       ...................

 .   . Postage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
       ...............
 . .......................................................................................................................................

 . .......................................................................................................................................

 . .......................................................................................................................................

 . .......................................................................................................................................

 . .......................................................................................................................................

 . .......................................................................................................................................
 . .......................................................................................................................................

 . .......................................................................................................................................

 . .......................................................................................................................................

 . .......................................................................................................................................

 . .......................................................................................................................................

 . .......................................................................................................................................


 48           Total other expenses. Enter here and on line 27a                                                       ......................................................................                                                                        48
 DAA                                                                                                                                                                                                                                                              Schedule C (Form 1040) 2011
PFL4628 04/11/2012 1:36 PM



 SCHEDULE E                                                                     Supplemental Income and Loss                                                                                       OMB No. 1545-0074

 (Form 1040)                                                                    (From rental real estate, royalties, partnerships,

 Department of the Treasury
                                                                                 S corporations, estates, trusts, REMICs, etc.)                                                                        2011
                                                                                                                                                                                                   Attachment
 Internal Revenue Service          (99)                    } Attach to Form 1040, 1040NR, or Form 1041. } See separate instructions.                                                               Sequence No.        13
 Name(s) shown on return                                                                                                                                                 Your social security number


    Keith & Lisa Pflieger                                                                                                                                                139-68-4628
  A      Did you make any payments in 2011 that would require you to file Form(s) 1099? (see instructions)                                                                                              Yes         X    No
  B      If "Yes," did you or will you file all required Forms 1099?                                                                                                                                    Yes              No
   Part I              Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use
                       Schedule C or C-EZ (see instructions). If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40.
 Caution. For each rental property listed on line 1, check the box in the last column only if you owned that property as a member of a
 qualified joint venture (QJV) reporting income not subject to self-employment tax.
   1 Physical address of each property–street, city, state, zip                                                                                        Type–from 2 For each rental real               Fair Rental Personal QJV
                                                                                                                                                                       estate property listed,
                                                                                                                                                         list below    report the number of
                                                                                                                                                                                                         Days     Use Days
  A 12244 Treeline, Fort Meyers, FL 33913                                                                                                                      4       days rented at fair rental A 365
                                                                                                                                                                       value and days with
  B                                                                                                                                                                    personal use. See
                                                                                                                                                                                                  B
  C                                                                                                                                                                    instructions.              C
 Type of Property:
 1 Single Family Residence                               3 Vacation/Short-Term Rental                                                 5 Land      7 Self-Rental
 2 Multi-Family Residence                                4 Commercial                                                                 6 Royalties 8 Other (describe)
 Income:                                                                                                                                                                     Properties
                                                                                                                                                    A                                B                             C
  3a Merchant card and third party payments. For 2011, enter -0- . . . . . .                                                              3a                       0
  3b Payments not reported to you on line 3a . . . . . . . . . . . . . . . . . . . . . . . . . . .                                        3b
  4 Total not including amounts on line 3a that are not income (see instructions)                                                          4
 Expenses:
  5 Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .        5
  6 Auto and travel (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                               6
  7 Cleaning and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                             7
  8 Commissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .              8
  9 Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .        9
 10 Legal and other professional fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                 10
 11 Management fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                   11
 12 Mortgage interest paid to banks, etc. (see instructions) . . . . . . . . . . . . . . . . . . . .                                      12
 13 Other interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .          13
 14 Repairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .     14
 15 Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .      15
 16 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   16
 17 Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
 18 Depreciation expense or depletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                   18                  848
 19 Other (list)            .......................................................                                                       19
 20 Total expenses. Add lines 5 through 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                20                  848
 21 Subtract line 20 from line 4. If result is a (loss), see
     instructions to find out if you must file Form 6198 . . . . . . . . . . . . . . . . .                                                21                -848
 22 Deductible rental real estate loss after limitation, if any,
     on Form 8582 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                22 (                     0)(                              )(                         )
 23a Total of all amounts reported on line 3a for all rental properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                         23a
   b Total of all amounts reported on line 3a for all royalty properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                            23b
   c Total of all amounts reported on line 4 for all rental properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                        23c
   d Total of all amounts reported on line 4 for all royalty properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                         23d
   e Total of all amounts reported on line 12 for all properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                    23e
   f Total of all amounts reported on line 18 for all properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                    23f                            848
   g Total of all amounts reported on line 20 for all properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                    23g                            848
 24 Income. Add positive amounts shown on line 21. Do not include any losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                           24                          0
 25 Losses. Add royalty losses from line 21 and rental real estate losses from line 22. Enter total losses here . . . . . . . . . . . . . .                                         25 (                                      )
 26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter the result here.
     If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on Form 1040, line
     17, or Form 1040NR, line 18. Otherwise, include this amount in the total on line 41 on page 2 . . . . . . . . . . . . . . . . . . . . . . . . . . .                            26
 For Paperwork Reduction Act Notice, see your tax return instructions.                                                                                                                        Schedule E (Form 1040) 2011
 DAA
PFL4628 04/11/2012 1:36 PM



 Schedule E (Form 1040) 2011                                                                                                                                                                    Attachment Sequence No.                          13                  Page   2
 Name(s) shown on return. Do not enter name and social security number if shown on other side.                                                                                                                    Your social security number


     Keith & Lisa Pflieger                                                                                                                                                                                        139-68-4628
 Caution. The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1.
     Part II              Income or Loss From Partnerships and S Corporations Note. If you report a loss from an at-risk activity for which
                          any amount is not at risk, you must check the box in column (e) on line 28 and attach Form 6198. See instructions.

 27 Are you reporting any loss not allowed in a prior year due to the at-risk or basis limitations, a prior year
    unallowed loss from a passive activity (if that loss was not reported on Form 8582), or unreimbursed                                                                                                                            Yes           X    No
    partnership expenses? If you answered “Yes,” see instructions before completing this section.
                                                                                                                                                                   (b) Enter P for          (c) Check if                    (d) Employer                  (e) Check if
 28                                                                       (a) Name                                                                                  partnership; S             foreign                      identification               any amount is
                                                                                                                                                                  for S corporation         partnership                        number                      not at risk

 A          Source Holdings LLC                                                                                                                                           P                                       54-2168601
 B          Source Brokerage, LLC                                                                                                                                         P                                       26-3230134
 C          SEA Fiddlesticks Retire LLC                                                                                                                                   P                                       26-3987967
 D
                                    Passive Income and Loss                                                                                                                    Nonpassive Income and Loss
                    (f) Passive loss allowed                                             (g) Passive income                                (h) Nonpassive loss                              (i) Section 179 expense                             (j) Nonpassive income
                (attach Form 8582 if required)                                           from Schedule K-1                                 from Schedule K-1                               deduction from Form 4562                              from Schedule K-1

 A                                                                                                                                                                0
 B                                                                                                                                                                0                                                                                      282,259
 C                                                                                                                                                            2,825
 D
 29a    Totals                                                                                                                                                                                                                                           282,259
    b   Totals                                                                                                                                      2,825
 30     Add columns (g) and (j) of line 29a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .        30                      282,259
 31     Add columns (f), (h), and (i) of line 29b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            31 (                      2,825 )
 32     Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the
         result here and include in the total on line 41 below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                         32                      279,434
     Part III             Income or Loss From Estates and Trusts
                                                                                                                                                                                                                                                 (b) Employer
 33                                                                                                   (a) Name
                                                                                                                                                                                                                                             identification number

 A
 B
                                                Passive Income and Loss                                                                                                                   Nonpassive Income and Loss
           (c) Passive deduction or loss allowed                                                   (d) Passive income                                                      (e) Deduction or loss                                             (f) Other income from
                (attach Form 8582 if required)                                                     from Schedule K-1                                                        from Schedule K-1                                                   Schedule K-1

 A
 B
 34a    Totals
    b   Totals
 35     Add columns (d) and (f) of line 34a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .        35
 36     Add columns (c) and (e) of line 34b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .          36 (                                       )
 37     Total estate and trust income or (loss). Combine lines 35 and 36. Enter the result here and
        include in the total on line 41 below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .        37
     Part IV              Income or Loss From Real Estate Mortgage Investment Conduits (REMICs)—Residual Holder
                                                                                                                                (c) Excess inclusion from
                                                                                         (b) Employer                                                                           (d) Taxable income (net loss)                                  (e) Income from
 38                           (a) Name
                                                                                    identification number
                                                                                                                                  Schedules Q, line 2c
                                                                                                                                                                                  from Schedules Q, line 1b                                  Schedules Q, line 3b
                                                                                                                                    (see instructions)



 39     Combine columns (d) and (e) only. Enter the result here and include in the total on line 41 below . . . . . . . . . . . . . . . . . . . . . .                                                                            39
     Part V               Summary
 40     Net farm rental income or (loss) from Form 4835. Also, complete line 42 below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                            40
 41     Total income or (loss). Combine lines 26, 32, 37, 39, & 40. Enter the result here & on Form 1040, line 17, or Form 1040NR, line 18                                                                                       41                      279,434
 42     Reconciliation of farming and fishing income. Enter your gross
        farming and fishing income reported on Form 4835, line 7; Schedule K-1
        (Form 1065), box 14, code B; Schedule K-1 (Form 1120S), box 17, code
        U; and Schedule K-1 (Form 1041), line 14, code F (see instructions) . . . . . . . . . . . . . . . . .  42
 43     Reconciliation for real estate professionals. If you were a real estate
        professional (see instructions), enter the net income or (loss) you reported
        anywhere on Form 1040 or Form 1040NR from all rental real estate activities
        in which you materially participated under the passive activity loss rules . . . . . . . . . . . . . . 43
 DAA                                                                                                                                                                                                                                          Schedule E (Form 1040) 2011
PFL4628 04/11/2012 1:36 PM



 SCHEDULE SE                                                                                                                                                                                                                                             OMB No. 1545-0074

 (Form 1040)                                                                                                                Self-Employment Tax
 Department of the Treasury                                                  u Attach to Form 1040 or Form 1040NR.                                                               u See separate instructions.
                                                                                                                                                                                                                                                             2011
                                                                                                                                                                                                                                                         Attachment
 Internal Revenue Service                  (99)                                                                                                                                                                                                          Sequence No.   17
 Name of person with self-employment income (as shown on Form 1040)                                                                                        Social security number of person
      Keith                                                 Pflieger                                                                                       with self-employment income u                                               139-68-4628
 Before you begin: To determine if you must file Schedule SE, see the instructions.
 May I Use Short Schedule SE or Must I Use Long Schedule SE?

 Note. Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File Schedule SE in the instructions.

                                                                                                                 Did you receive wages or tips in 2011?


                                                           No                                                                                                                                                                          Yes
                                                     q                                             q                                                                                                                             q
         Are you a minister, member of a religious order, or Christian
         Science practitioner who received IRS approval not to be taxed                                                             Yes                                    Was the total of your wages and tips subject to social security                              Yes

         on earnings from these sources, but you owe self-employment
                                                                                                                                           u                               or railroad retirement (tier 1) tax plus your net earnings from                                    u
                                                                                                                                                                           self-employment more than $106,800?
         tax on other earnings?


                                                           No
                                                     q                                                                                                                                                                           q No
                                                                                                                                    Yes                                                                                                                                 Yes
            Are you using one of the optional methods to figure your net                                                                                                    Did you receive tips subject to social security or Medicare tax
            earnings (see instructions)?
                                                                                                                                           u                                that you did not report to your employer?                                                         u



                                                     q
                                                           No                                                                                                                                                                    q No
                                                                                                                                                                                                                                                                        Yes
                                                                                                                                    Yes                 No                   Did you report any wages on Form 8919, Uncollected Social
            Did you receive church employee income (see instructions)                                                                                  t
                                                                                                                                           u                                 Security and Medicare Tax on Wages?                                                              u
            reported on Form W-2 of $108.28 or more?

                                                           No
                                                     q                                                                                                                                                                                                                        q
                         You may use Short Schedule SE below                                                                                               u                                   You must use Long Schedule SE on page 2



 Section A—Short Schedule SE. Caution. Read above to see if you can use Short Schedule SE.
  1a    Net farm profit or (loss) from Schedule F, line 34, and farm partnerships, Schedule K-1 (Form
        1065), box 14, code A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .             1a
   b    If you received social security retirement or disability benefits, enter the amount of Conservation Reserve
        Program payments included on Schedule F, line 4b, or listed on Schedule K-1 (Form 1065), box 20, code Y . . . . . . . . . .                                                                                                               1b (                            )
  2     Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065),
        box 14, code A (other than farming); and Schedule K-1 (Form 1065-B), box 9, code J1.
        Ministers and members of religious orders, see instructions for types of income to report on
        this line. See instructions for other income to report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                          2            282,259
  3     Combine lines 1a, 1b, and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   3            282,259
  4   Multiply line 3 by 92.35% (.9235). If less than $400, you do not owe self-employment tax; do
      not file this schedule unless you have an amount on line 1b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u   4            260,666
      Note. If line 4 is less than $400 due to Conservation Reserve Program payments on line 1b,
      see instructions.
  5   Self-employment tax. If the amount on line 4 is:
        •  $106,800 or less, multiply line 4 by 13.3% (.133). Enter the result here and on Form 1040, line 56,
      or Form 1040NR, line 54
        •  More than $106,800, multiply line 4 by 2.9% (.029). Then, add $11,107.20 to the result.
      Enter the total here and on Form 1040, line 56, or Form 1040NR, line 54 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .               5              18,667
  6   Deduction for employer-equivalent portion of self-employment tax.
      If the amount on line 5 is:
        •  $14,204.40 or less, multiply line 5 by 57.51% (.5751)
        •  More than $14,204.40, multiply line 5 by 50% (.50) and add
      $1,067 to the result.
      Enter the result here and on Form 1040, line 27, or Form
      1040NR, line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 10,401
 For Paperwork Reduction Act Notice, see your tax return instructions.                                                                                                              Schedule SE (Form 1040) 2011



 DAA
PFL4628 04/11/2012 1:36 PM



 Form        8582                                                                                                 Passive Activity Loss Limitations                                                                                                   OMB No. 1545-1008



 Department of the Treasury
                                                                                                                                         u See separate instructions.                                                                                     2011
                                                                                                                                                                                                                                                      Attachment
 Internal Revenue Service                       (99)                                                                          u Attach to Form 1040 or Form 1041.                                                                                     Sequence No.    88
 Name(s) shown on return                                                                                                                                                                                                         Identifying number



     Keith & Lisa Pflieger                                                                                                                                                                                                      139-68-4628
    Part I                      2011 Passive Activity Loss
                Caution: Complete Worksheets 1, 2, and 3 before completing Part I.
 Rental Real Estate Activities With Active Participation (For the definition of active participation, see
 Special Allowance for Rental Real Estate Activities in the instructions.)
  1a Activities with net income (enter the amount from Worksheet 1,
        column (a)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            1a
      b Activities with net loss (enter the amount from Worksheet 1, column
        (b)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b (                      848)
      c Prior years unallowed losses (enter the amount from Worksheet 1,
        column (c)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            1c (                                )
      d Combine lines 1a, 1b, and 1c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   1d                                    -848
 Commercial Revitalization Deductions From Rental Real Estate Activities
  2a Commercial revitalization deductions from Worksheet 2, column (a) . . . . . . . . . . . . . . . . . .                                                               2a (                                                         )
    b Prior year unallowed commercial revitalization deductions from
       Worksheet 2, column (b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .             2b (                                                         )
    c Add lines 2a and 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   2c (                                )
 All Other Passive Activities
    3a Activities with net income (enter the amount from Worksheet 3,
       column (a)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .               3a
     b Activities with net loss (enter the amount from Worksheet 3, column
        (b)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   3b (                                            )
      c Prior years unallowed losses (enter the amount from Worksheet 3,
        column (c)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .              3c (                                            )
     d Combine lines 3a, 3b, and 3c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                    3d
    4 Combine lines 1d, 2c, and 3d. If this line is zero or more, stop here and include this form with
       your return; all losses are allowed, including any prior year unallowed losses entered on line 1c,
       2b, or 3c. Report the losses on the forms and schedules normally used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                                   4                     -848
       If line 4 is a loss and:                                •
                                      Line 1d is a loss, go to Part II.
                                                               •
                                        Line 2c is a loss (and line 1d is zero or more), skip Part II and go to Part III.
                                                               •
                                        Line 3d is a loss (and lines 1d and 2c are zero or more), skip Parts II and III and go to line 15.
 Caution: If your filing status is married filing separately and you lived with your spouse at any time during the year, do not complete
 Part II or Part III. Instead, go to line 15.
    Part II                     Special Allowance for Rental Real Estate Activities With Active Participation
                                Note: Enter all numbers in Part II as positive amounts. See instructions for an example.
    5       Enter the smaller of the loss on line 1d or the loss on line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                             5                      848
    6       Enter $150,000. If married filing separately, see instructions . . . . . . . . . . . . . . . . . . . . . . . . . .                                      6   150,000
    7       Enter modified adjusted gross income, but not less than zero (see instructions) . . . . . .                                                             7   234,728
            Note: If line 7 is greater than or equal to line 6, skip lines 8 and 9,
            enter -0- on line 10. Otherwise, go to line 8.
    8       Subtract line 7 from line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
  9         Multiply line 8 by 50% (.5). Do not enter more than $25,000. If married filing separately, see instructions . . . . . . . . . . . . .                                                                                               9
 10         Enter the smaller of line 5 or line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  10                         0
            If line 2c is a loss, go to Part III. Otherwise, go to line 15.
    Part III                    Special Allowance for Commercial Revitalization Deductions From Rental Real Estate Activities
                                Note: Enter all numbers in Part III as positive amounts. See the example for Part II in the instructions.
 11         Enter $25,000 reduced by the amount, if any, on line 10. If married filing separately, see instructions . . . . . . . . . . . . . . . . . .                                                                                        11
 12         Enter the loss from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .       12
 13         Reduce line 12 by the amount on line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                            13
 14         Enter the smallest of line 2c (treated as a positive amount), line 11, or line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                                14
    Part IV                     Total Losses Allowed
 15         Add the income, if any, on lines 1a and 3a and enter the total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                               15
 16         Total losses allowed from all passive activities for 2011. Add lines 10, 14, and 15. See
      instructions to find out how to report the losses on your tax return                                                                        ......................................................                                       16                         0
 For Paperwork Reduction Act Notice, see instructions.                                                                                                                                                                                                    Form   8582 (2011)
 DAA
PFL4628 04/11/2012 1:36 PM


     Keith & Lisa Pflieger                                                                                                                                                                     139-68-4628
 Form 8582 (2011)                                                                                                                                                                                                              Page   2
 Caution: The worksheets must be filed with your tax return. Keep a copy for your records.
 Worksheet 1—For Form 8582, Lines 1a, 1b, and 1c (See instructions.)
                                                                                                                                Current year                              Prior years                 Overall gain or loss
                          Name of activity
                                                                                                       (a) Net income                               (b) Net loss         (c) Unallowed
                                                                                                                                                                                                 (d) Gain             (e) Loss
                                                                                                           (line 1a)                                  (line 1b)           loss (line 1c)
     Rental Property, 12244 Treeline, Fo
                                                                                                                                                                 848                                                             848


 Total. Enter on Form 8582, lines 1a, 1b,
 and 1c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u                                                                                    848
 Worksheet 2—For Form 8582, Lines 2a and 2b (See instructions.)
                                                            Name of activity                                                                             (a) Current year               (b) Prior year            (c) Overall loss
                                                                                                                                                       deductions (line 2a)     unallowed deductions (line 2b)




 Total. Enter on Form 8582, lines 2a and
 2b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   u
 Worksheet 3—For Form 8582, Lines 3a, 3b, and 3c (See instructions.)
                                                                                                                                Current year                               Prior years                Overall gain or loss
                              Name of activity
                                                                                                       (a) Net income                               (b) Net loss         (c) Unallowed
                                                                                                                                                                                                 (d) Gain             (e) Loss
                                                                                                           (line 3a)                                  (line 3b)           loss (line 3c)




 Total. Enter on Form 8582, lines 3a, 3b,
 and 3c          ..................................                                    u
 Worksheet 4—Use this worksheet if an amount is shown on Form 8582, line 10 or 14 (See instructions.)
                                                                                                   Form or schedule
                                                                                                                                                                                                                    (d) Subtract
                              Name of activity                                                      and line number                                                                             (c) Special
                                                                                                                                                      (a) Loss             (b) Ratio                              column (c) from
                                                                                                   to be reported on                                                                            allowance
                                                                                                                                                                                                                     column (a)
                                                                                                   (see instructions)




 Total        ............................................................                                                           u                                         1.00
 Worksheet 5—Allocation of Unallowed Losses (See instructions.)
                                                                                                                                                    Form or schedule
                                                         Name of activity                                                                            and line number
                                                                                                                                                                              (a) Loss           (b) Ratio       (c) Unallowed loss
                                                                                                                                                    to be reported on
                                                                                                                                                    (see instructions)
 Rental Property, 12244 Treeline, Fo                                                                                                                   Sch E1                            848       1.0000                        848




 Total        ...................................................................................                                                                  u                     848       1.00                          848
 DAA                                                                                                                                                                                                                 Form    8582 (2011)
PFL4628 04/11/2012 1:36 PM




     Keith & Lisa Pflieger                                                                                                                              139-68-4628
 Form 8582 (2011)                                                                                                                                                                        Page   3
 Worksheet 6—Allowed Losses (See instructions.)
                                                                                                                  Form or schedule
                                                 Name of activity                                                  and line number
                                                                                                                                       (a) Loss         (b) Unallowed loss   (c) Allowed loss
                                                                                                                  to be reported on
                                                                                                                  (see instructions)
 Rental Property, 12244 Treeline, Fo                                                                                   Sch E1                     848                848




 Total      ...................................................................................                                 u                 848                848
 Worksheet 7—Activities With Losses Reported on Two or More Forms or Schedules (See instructions.)

 Name of activity:                                                                                       (a)                  (b)          (c) Ratio        (d) Unallowed    (e) Allowed loss
                                                                                                                                                                 loss
 Form or schedule and line number
 to be reported on (see
 instructions): . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   1a Net loss plus prior year unallowed
       loss from form or schedule . . . . . . . . . . . . . . . . . . u
      b Net income from form or
        schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u

    c Subtract line 1b from line 1a. If zero or less, enter -0-                                     ...........   u
 Form or schedule and line number
 to be reported on (see
 instructions): . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   1a Net loss plus prior year unallowed
       loss from form or schedule . . . . . . . . . . . . . . . . . . u
    b Net income from form or
       schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u


    c Subtract line 1b from line 1a. If zero or less, enter -0-                                     ...........   u
 Form or schedule and line number
 to be reported on (see
 instructions): . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   1a Net loss plus prior year unallowed
        loss from form or schedule . . . . . . . . . . . . . . . . . . u
      b Net income from form or
        schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u

      c Subtract line 1b from line 1a. If zero or less, enter -0-                                   ...........   u

 Total      ....................................................................                                  u                          1.00
                                                                                                                                                                                Form   8582 (2011)




 DAA
PFL4628 04/11/2012 1:36 PM



                                                                                                      Depreciation and Amortization
 Form       4562                                                                                                                                                                                                                         OMB No. 1545-0172



 Department of the Treasury
                                                                                                (Including Information on Listed Property)                                                                                                   2011
                                                                                                                                                                                                                                         Attachment
 Internal Revenue Service                   (99)                                  u See separate instructions.                                               u Attach to your tax return.                                                Sequence No.      179
 Name(s) shown on return                                                                                                                                                                                            Identifying number
      Keith & Lisa Pflieger                                                                                                                                                                                         139-68-4628
 Business or activity to which this form relates
      Rental Property, 12244 Treeline, Fo
    Part I                  Election To Expense Certain Property Under Section 179
                            Note: If you have any listed property, complete Part V before you complete Part I.
  1        Maximum amount (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .          1               500,000
  2        Total cost of section 179 property placed in service (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                        2
  3        Threshold cost of section 179 property before reduction in limitation (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                           3         2,000,000
  4        Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                           4
  5        Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions . . . . . . . . . . .                                                        5
  6                                                 (a) Description of property                                                               (b) Cost (business use only)                              (c) Elected cost




  7    Listed property. Enter the amount from line 29 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
  8    Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                               8
  9    Tentative deduction. Enter the smaller of line 5 or line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                               9
 10    Carryover of disallowed deduction from line 13 of your 2010 Form 4562 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                    10
 11    Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions) . . . . .                                                                                             11
 12    Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                                    12
 13    Carryover of disallowed deduction to 2012. Add lines 9 and 10, less line 12 . . . . . . . . . . . . .                                        13
 Note: Do not use Part II or Part III below for listed property. Instead, use Part V.
    Part II                 Special Depreciation Allowance and Other Depreciation (Do not include listed property.) (See instructions)
 14        Special depreciation allowance for qualified property (other than listed property) placed in service
           during the tax year (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .     14
 15        Property subject to section 168(f)(1) election . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .               15
 16        Other depreciation (including ACRS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .        16
    Part III                MACRS Depreciation (Do not include listed property.) (See instructions.)
                                                                                                                                   Section A
 17        MACRS deductions for assets placed in service in tax years beginning before 2011 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                             17                                0
 18        If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here u
                                              Section B—Assets Placed in Service During 2011 Tax Year Using the General Depreciation System
                                                                            (b) Month and year                   (c) Basis for depreciation                 (d) Recovery
                (a) Classification of property                                   placed in                      (business/investment use                                            (e) Convention                 (f) Method        (g) Depreciation deduction
                                                                                  service                          only–see instructions)                        period

 19a        3-year property
   b        5-year property
   c        7-year property
   d       10-year property
   e       15-year property
   f       20-year property
   g       25-year property                                                                                                                                    25 yrs.                                                  S/L
   h       Residential rental                                                                                                                                 27.5 yrs.                    MM                           S/L
           property                                                                                                                S/L                        27.5 yrs.                    MM
      i    Nonresidential real                                             09/21/11                                             113,420
                                                                                                                                   S/L                         39 yrs.                     MM                                                             848
           property                                                                                                MM              S/L
                                           Section C—Assets Placed in Service During 2011 Tax Year Using the Alternative Depreciation System
 20a Class life                                                                                                                                                                                                         S/L
   b 12-year                                                                                                                                                   12 yrs.                                                  S/L
   c 40-year                                                                                                                                                   40 yrs.                     MM                           S/L
    Part IV                 Summary (See instructions.)
 21   Listed property. Enter amount from line 28 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  21
 22   Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here
      and on the appropriate lines of your return. Partnerships and S corporations—see instructions . . . . . . . . . . . . . . . . . . . . . . . .                                                                             22                        848
 23   For assets shown above and placed in service during the current year, enter the
      portion of the basis attributable to section 263A costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                     23
 For Paperwork Reduction Act Notice, see separate instructions.                                                                                                                                                                             Form   4562 (2011)
 DAA                                                                                                                                                   There are no amounts for Page 2
PFL4628 Pflieger, Keith & Lisa                                                4/11/2012 1:36 PM
139-68-4628                         Federal Statements

Insurance Sales
             Statement 1 - Schedule C, Cost of Goods Sold, Line 39 - Other Costs

                Description                           Amount
Reported on Source Brokerage                      $
Form 1065 EIN 26-3230134                                   22,767
     Total                                        $        22,767


Insurance Sales
                  Statement 2 - Schedule C, Page 2, Line 43 - Vehicle Information
   Date    Business Commuting     Other   Off Duty?   Other Vehicle?   Evidence?   Written?
In Service  Miles     Miles       Miles       Y     N       Y        N     Y     N    Y     N
 1/11/01                                  X            X                 X           X
11/24/04                                  X            X                 X           X




                                                                                         1-2
PFL4628 04/11/2012 1:36 PM




       Form        1040                                                                           Rent and Royalty Reconciliation                                                                                                           2011
 Name                                                                                                                                                                                                        Taxpayer identification number
    Keith & Lisa Pflieger                                                                                                                                                                                    139-68-4628
   Property description                                                                                                                                                     Unit               1      Ownership Percentage
    Rental Property, 12244 Treeline, Fort Meyers,FL                                                                                                                         T, S, J            J      Business Use Percentage
                                                                                                                                                                            State                     Personal Use Percentage
   1. Physical address of property                                                                                                                                               2.
    12244 Treeline, Fort Meyers, FL 33913                                                                                                                                         Fair Rental Days . . . . . . . . . . . . . . . . . . . . . . . . . . . .365
      Property type: . . . . . . . . . . . . . Commercial                                                                                                                         Personal Use Days . . . . . . . . . . . . . . . . . . . . . . . . . .
      Passive type: . . . . . . . . . . . . . . . Active participation                                                                                                            QJV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

                                                                                                     Column A                                   Column B         Column C               (A - B - C)
                                                                                                                                                          Vacation Home / Personal Income / Expenses
   Income:                                                                                      Total Income/Expense                  Nonbusiness Expenses    Use Expenses       Reported on Schedule E
   3a. Merchant card and third party payments                                         ....
   3b. Payments not reported to you on line 3a                                        ....
   4. Total
   Expenses:
   5. Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
      Auto . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
      Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   6. Auto and travel (total) . . . . . . . . . . . . . . . . . . . . . . . .
   7. Cleaning and maintenance . . . . . . . . . . . . . . . . . .
   8. Commissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
   9. Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  10. Legal and other professional fees . . . . . . . . . . .
  11. Management fees . . . . . . . . . . . . . . . . . . . . . . . . . . .
      Mortgage interest from 1098 . . . . . . . . . . . . . . . .
      Refinancing points on 1098 . . . . . . . . . . . . . . . . .
  12. Mortgage interest paid to banks, etc. . . . . . . . .
      Other mortgage interest . . . . . . . . . . . . . . . . . . . . .
      Other interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
      Refinancing points . . . . . . . . . . . . . . . . . . . . . . . . . . .
      Qualified mortgage insurance . . . . . . . . . . . . . . .
  13. Other interest (total) . . . . . . . . . . . . . . . . . . . . . . . . .
  14. Repairs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  15. Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
      Real estate taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . .
      All other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  16. Taxes (total) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  17. Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  18. Depreciation expense or depletion . . . . . . . . . .                                                             848                                                                                                                                 848
  19. Other (list)




  20. Total expenses. Add lines 5 through 19 . . . . . . .                                    848                                                                                                                                                         848
  21. Income or (loss) from rental or royalty properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                              -848
PFL4628 Pflieger, Keith & Lisa                                                 4/11/2012 1:36 PM
139-68-4628                         Federal Statements

                         Schedule A, Line 1 - Medical and Dental Expenses

           Description                        Amount
SE Health Ins Prem - Sch Cs              $       17,725
     Total                               $       17,725


                   Schedule A, Line 5b - State and Local General Sales Taxes
           Description                        Amount
General Sales Tax                        $        1,911
     Total                               $        1,911


                Schedule A, Line 10 - Home Mortgage Interest From Form 1098
                Description                            Amount
Wells Fargo                                      $            1,720
Wells Fargo                                                   4,951
Capital Bank                                                 19,994
     Total                                       $           26,665


           Schedule A, Line 17 - Charitable Contributions Other Than Cash or Check
           Description                        Amount
Donations to Goodwill                    $             400
     Total                               $             400
 PFL4628 Pflieger, Keith & Lisa                                                                                04/11/2012 1:36 PM
 139-68-4628                                         Federal Asset Report
 FYE: 12/31/2011                                               Insurance Sales

                                                   Date                    Bus Sec       Basis
Asset                 Description               In Service       Cost       % 179Bonus for Depr       PerConv Meth    Prior     Current


Prior   MACRS:
   1    Computer                                     3/11/96         260        X                 0    5   HY 200DB       260             0
   2    Computer                                     7/14/97         550        X                 0    5   HY 200DB       550             0
   4    Computer                                     6/16/00         667        X                 0    5   HY 200DB       667             0
   5    Furniture                                    6/22/02       5,890        X   X             0    5   HY 200DB     5,890             0
   6    Telephone System                             5/14/02       1,212        X   X             0    5   HY 200DB     1,212             0
   7    Furniture                                    5/09/03       1,165        X   X             0    5   HY 200DB     1,165             0
   9    Computer                                     7/28/05       1,249        X                 0    5   HY 200DB     1,249             0
                                                                  10,993                          0                    10,993             0


Listed Property:
    3 Auto                                        1/11/01              0 88.89                  0      0 HY                 0             0
    8 Sport Utility                              11/24/04         66,450 89.91 X    X      17,372      5 MQ200DB       57,820             0
                                                                  66,450                   17,372                      57,820             0


                  Grand Totals                                    77,443                   17,372                      68,813             0
                  Less: Dispositions and Transfers                     0                        0                           0             0
                  Less: Start-up/Org Expense                           0                        0                           0             0
                  Net Grand Totals                                77,443                   17,372                      68,813             0
 PFL4628 Pflieger, Keith & Lisa                                                                         04/11/2012 1:36 PM
 139-68-4628                      Federal Asset Report
 FYE: 12/31/2011             Rental Property, 12244 Treeline, Fo

                                                 Date                  Bus Sec       Basis
Asset               Description               In Service     Cost       % 179Bonus for Depr     PerConv Meth   Prior       Current


Non-Residential Real Property:
   1 Condo                                         9/21/11   113,420                  113,420 39 MM S/L                0        848
                                                             113,420                  113,420                          0        848


                Grand Totals                                 113,420                  113,420                          0        848
                Less: Dispositions and Transfers                   0                        0                          0          0
                Less: Start-up/Org Expense                         0                        0                          0          0
                Net Grand Totals                             113,420                  113,420                          0        848
PFL4628 Pflieger, Keith & Lisa                                                                         04/11/2012 1:36 PM
139-68-4628                    Bonus                Depreciation Report
FYE: 12/31/2011

                                              Date In     Tax        Bus   Tax Sec       Current          Prior      Tax - Basis
Asset            Property Description         Service     Cost       Pct   179 Exp       Bonus           Bonus        for Depr
Activity: Insurance Sales
    5   Furniture                              6/22/02       5,890             5,890               0             0             0
    6   Telephone System                       5/14/02       1,212             1,212               0             0             0
    7   Furniture                              5/09/03       1,165             1,165               0             0             0
    8   Sport Utility                         11/24/04      66,450    89      25,000               0        17,373        17,372
                                        Insurance Sales     74,717                 0               0        17,373        17,372


                                          Grand Total       74,717                   0             0        17,373        17,372
 PFL4628 Pflieger, Keith & Lisa                                                                                04/11/2012 1:36 PM
 139-68-4628                                            AMT Asset Report
 FYE: 12/31/2011                                               Insurance Sales

                                                   Date                    Bus Sec       Basis
Asset                 Description               In Service       Cost       % 179Bonus for Depr       PerConv Meth    Prior     Current


Prior   MACRS:
   1    Computer                                     3/11/96         260         X                0    5   HY 150DB       260             0
   2    Computer                                     7/14/97         550         X                0    5   HY 150DB       550             0
   4    Computer                                     6/16/00         667         X                0    5   HY 150DB       667             0
   5    Furniture                                    6/22/02       5,890         X   X            0    5   HY 200DB     5,890             0
   6    Telephone System                             5/14/02       1,212         X   X            0    5   HY 200DB     1,212             0
   7    Furniture                                    5/09/03       1,165         X   X            0    5   HY 200DB     1,165             0
   9    Computer                                     7/28/05       1,249         X                0    5   HY 150DB     1,249             0
                                                                  10,993                          0                    10,993             0


Listed Property:
    3 Auto                                        1/11/01              0 88.89                  0      0 HY                 0             0
    8 Sport Utility                              11/24/04         66,450 89.91       X     29,872      5 MQ200DB       59,675             0
                                                                  66,450                   29,872                      59,675             0


                  Grand Totals                                    77,443                   29,872                      70,668             0
                  Less: Dispositions and Transfers                     0                        0                           0             0
                  Net Grand Totals                                77,443                   29,872                      70,668             0
 PFL4628 Pflieger, Keith & Lisa                                                                         04/11/2012 1:36 PM
 139-68-4628                        AMT Asset Report
 FYE: 12/31/2011             Rental Property, 12244 Treeline, Fo

                                                 Date                  Bus Sec       Basis
Asset               Description               In Service     Cost       % 179Bonus for Depr     PerConv Meth   Prior       Current


Non-Residential Real Property:
   1 Condo                                         9/21/11   113,420                  113,420 39 MM S/L                0        848
                                                             113,420                  113,420                          0        848


                Grand Totals                                 113,420                  113,420                          0        848
                Less: Dispositions and Transfers                   0                        0                          0          0
                Net Grand Totals                             113,420                  113,420                          0        848
 PFL4628 Pflieger, Keith & Lisa                                            04/11/2012 1:36 PM
 139-68-4628                Depreciation Adjustment Report
 FYE: 12/31/2011                 All Business Activities

                                                                                        AMT
                                                                                    Adjustments/
Form   Unit   Asset                  Description   Tax         AMT                  Preferences


MACRS Adjustments:
C        1       1    Computer                             0           0                       0
C        1       2    Computer                             0           0                       0
C        1       4    Computer                             0           0                       0
C        1       5    Furniture                            0           0                       0
C        1       6    Telephone System                     0           0                       0
C        1       7    Furniture                            0           0                       0
C        1       8    Sport Utility                        0           0                       0
C        1       9    Computer                             0           0                       0
E        1       1    Condo                              848         848                       0
                                                         848         848                       0
 PFL4628 Pflieger, Keith & Lisa                                                    04/11/2012 1:36 PM
 139-68-4628       Future Depreciation Report                  FYE: 12/31/12
 FYE: 12/31/2011                 Insurance Sales

                                         Date In
Asset                      Description   Service    Cost       Tax       AMT


Prior MACRS:
   1     Computer                         3/11/96        260         0         0
   2     Computer                         7/14/97        550         0         0
   4     Computer                         6/16/00        667         0         0
   5     Furniture                        6/22/02      5,890         0         0
   6     Telephone System                 5/14/02      1,212         0         0
   7     Furniture                        5/09/03      1,165         0         0
   9     Computer                         7/28/05      1,249         0         0
                                                      10,993         0         0


Listed Property:
   3     Auto                             1/11/01          0         0         0
   8     Sport Utility                   11/24/04     66,450         0         0
                                                      66,450         0         0


                   Grand Totals                       77,443         0         0
 PFL4628 Pflieger, Keith & Lisa                                  04/11/2012 1:36 PM
 139-68-4628       Future Depreciation Report FYE: 12/31/12
 FYE: 12/31/2011             Rental Property, 12244 Treeline, Fo

                                      Date In
Asset                   Description   Service    Cost       Tax       AMT


Prior MACRS:
   1    Condo                          9/21/11    113,420     2,908     2,908
                                                  113,420     2,908     2,908


                Grand Totals                      113,420     2,908     2,908
PFL4628 04/11/2012 1:36 PM




     Form        1040                                                                        Two Year Comparison Report - Page 1                                         2010 & 2011
 Name                                                                                                                                                           Taxpayer Identification Number
         Keith & Lisa Pflieger                                                                                                                                   139-68-4628
                                                                                                                                             2010        2011                  Differences
        Filing Status                                                                                                                       MFJ         MFJ
        Dependents claimed                                                                                                                     2           2
        1. Salaries and wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                     1.
        2. Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .              2.       1,222             604                    -618
        3. Tax exempt interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                             3.
        4. Dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  4.
        5. Qualified dividend income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                          5.
        6. Taxable state/local refunds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                            6.
        7. Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                 7.
 I      8. Business income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                       8.
 n      9. Capital gain/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                9.
 c     10. Other gains/losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  10.
 o     11. Taxable IRA distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                         11.
 m     12. Taxable pensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  12.
 e     13. Rent and royalty income including farm rental . . . . . . . . . . . . . . .                                               13.
       14. Partnership/S corp income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                           14.     326,378     279,434                  -46,944
       15. Estate or trust income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                    15.
       16. Farm income/loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  16.
       17. Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                   17.
       18. Taxable social security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                     18.
       19. Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            19.
       20. Total income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .              20.     327,600     280,038                  -47,562
 A     21. Moving expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                 21.
 d     22. Self-employment tax adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                  22.      11,032      10,401                      -631
 j
 u     23. SEP/SIMPLE/Qualified plans deductions . . . . . . . . . . . . . . . . . . . .                                             23.      48,431      45,310                    -3,121
 s     24. SE health insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                   24.
 t     25. Forfeited interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .              25.
 m
       26. Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            26.
 e
 n     27. IRA deductions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .              27.
 t     28. Student loan interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                   28.
 s     29. Other adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                   29.
       30. Adjusted gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                           30.     268,137     224,327                  -43,810
       31. Medical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .     31.                     900                      900
 D     32. Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   32.       8,172       7,842                     -330
 e     33. Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .    33.      34,932      26,665                   -8,267
 d     34. Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .           34.       4,630       4,675                       45
 u     35. Casualty losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .               35.
 c     36. Miscellaneous expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                          36.
 t     37. Allowable itemized deductions . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                     37.      47,734      40,082                    -7,652
 i     38. Standard deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                    38.      11,400      11,600                       200
 o                                                                                                                                         Itemized    Itemized
 n     39. Deduction taken . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .               39.      47,734      40,082                   -7,652
 s     40. Subtract line 39 from line 30 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                           40.     220,403     184,245                  -36,158
       41. Exemptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .          41.      14,600      14,800                      200
       42. Taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  42.     205,803     169,445                  -36,358
PFL4628 04/11/2012 1:36 PM




     Form        1040                                                                     Two Year Comparison Report - Page 2                                      2010 & 2011
 Name                                                                                                                                                     Taxpayer Identification Number
     Keith & Lisa Pflieger                                                                                                                                139-68-4628
                                                                                                                                       2010       2011                   Differences
       43. Taxable income from 2YR page 1, line 42 . . . . . . . . . . . . . . . . . . .                                         43.   205,803     169,445                  -36,358
       44. Tax on taxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                   44.    45,868      35,514                  -10,354
       45. Alternative minimum tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                     45.
       46. Child care credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .         46.
       47. Education credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .           47.
       48. Retirement savings credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                     48.
 T     49. Child tax credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .        49.
 a     50. General business credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                   50.
 x     51. Other credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .       51.     1,500                                -1,500
       52. Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .       52.     1,500                                -1,500
 C     53. Net tax liability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .         53.    44,368      35,514                    -8,854
 o     54. Self-employment taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                   54.    22,063      18,667                    -3,396
 m     55. Other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .     55.
 p     56. Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   56.    66,431      54,181                  -12,250
 u     57. Income tax withheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .               57.
 t     58. Estimated tax payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                      58.    70,561      73,074                      2,513
 a     59. Earned income credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  59.
 t     60. Additional Child tax credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                   60.
 i     61. Other refundable tax credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                      61.
 o     62. Other payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            62.
 n     63. Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            63.    70,561      73,074                    2,513
       64. Tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .             64.    -4,130     -18,893                  -14,763
       65. Penalties and interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                65.
       66. Net tax due/-refund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                 66.    -4,130     -18,893                  -14,763
       67.      Refund applied to estimated tax payments . . . . . . . . . . . . . . . . . .                                     67.     4,130      18,893                   14,763
       68.      Refund received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .      68.
       69.      Marginal tax rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .        69.     28.0 %          28.0 %
       70.      Effective tax rate                ............................................                                   70.       32 %            32 %
PFL4628 04/11/2012 1:36 PM




        Form       1040                                                                            Two Year Comparison Report - Schedule C                                          2010 & 2011
 Name                                                                                                                                                                     Taxpayer identification number
    Keith Pflieger                                                                                                                                                        139-68-4628
 Principal business or profession                                                                                                                                         Unit
    Insurance Sales                                                                                                                                                          1
                                                  Income                                                                                                2010       2011                  Differences
   1.     Gross receipts or sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                       1.      25,881     22,767                    -3,114
   2.     Returns and allowances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                          2.
   3.     Cost of goods sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                      3.      25,881     22,767                    -3,114
   4.     Gross profit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            4.
   5.     Other income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .              5.
   6.     Gross income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                  6.

                                                      Expenses
   7.     Advertising . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .         7.
   8.     Car and truck expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                          8.
   9.     Commissions and fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                          9.
  10.     Contract labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .             10.
  11.     Depletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .        11.
  12.     Depreciation and section 179 expense deduction . . . . . . . . . . . . . . . . . .                                                     12.
  13.     Employee benefit programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                              13.
  14.     Insurance (other than health) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                            14.
  15.     Interest - mortgage (paid to banks, etc.) . . . . . . . . . . . . . . . . . . . . . . . . . . .                                        15.
  16.     Interest - other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .           16.
  17.     Legal and professional services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                17.
  18.     Office expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .               18.
  19.     Pension and profit-sharing plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                 19.
  20.     Rent or lease - vehicles, machinery, and equipment . . . . . . . . . . . . . . .                                                       20.
  21.     Rent or lease - other business property . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                        21.
  22.     Repairs and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                            22.
  23.     Supplies (not included in cost of goods sold) . . . . . . . . . . . . . . . . . . . . . .                                              23.
  24.     Taxes and licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                   24.
  25.     Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   25.
  26.     Total meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                26.
  26a.    Nondeductible meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . .                                            26a.
  26b.    Deductible meals and entertainment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                       26b.
  27.     Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  27.
  28.     Wages (less employment credits) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.
  29.     Other expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29.
  30.     Total expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30.


                                        Profit/ (loss)
  31. Tentative profit (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.
  32. Expenses for business use of home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32.
  33. Net profit or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33.


                                                 Cost of Goods Sold
  34.     Inventory - Beginning of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                            34.
  35.     Purchases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .          35.
  36.     Labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .    36.
  37.     Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .      37.
  38.     Other costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .          38.      25,881     22,767                    -3,114
  39.     Goods available for sale (sum of lines 34-38) . . . . . . . . . . . . . . . . . . .                                                    39.      25,881     22,767                    -3,114
  40.     Inventory - End of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                      40.
PFL4628 04/11/2012 1:36 PM




      Form       1040                                                                Tax Return History Report - Page 1                                                                          2011
 Name                  Keith & Lisa Pflieger                                                                                                    Taxpayer Identification Number             139-68-4628
                                                                        2007          2008                        2009                       2010                        2011                 2012 Projected
   Filing Status                                                        MFJ          MFJ                         MFJ                        MFJ                         MFJ                        MFJ
   Salaries and wages . . . . . . . . . . . . . . . . . . .
   Interest income . . . . . . . . . . . . . . . . . . . . . . . .             630     1,668                        3,142                       1,222                            604                      604
   Dividend income . . . . . . . . . . . . . . . . . . . . . . .                                                                                                                          1

   Business income/loss . . . . . . . . . . . . . . . .                 289,792      301,197
   Capital gains/losses . . . . . . . . . . . . . . . . . .                           22,200
   Other gains/losses . . . . . . . . . . . . . . . . . . .
   IRA distributions, pensions, annuities . .
   Rent, royalty, farm rental income . . . . . .                                                                                                                                                  279,434
   Partnership/S corp income . . . . . . . . . . . .                                  32,757                    312,872                     326,378                    279,434            2

   Estate or trust income . . . . . . . . . . . . . . . . .                                                                                                                               2
   Farm income/loss . . . . . . . . . . . . . . . . . . . . .
   Other income/loss . . . . . . . . . . . . . . . . . . . . .
   Total income . . . . . . . . . . . . . . . . . . . . . . . .         290,422      357,822                    316,014                     327,600                    280,038                    280,038
   Total adjustments . . . . . . . . . . . . . . . . . . . . .           67,731       74,093                     59,851                      59,463                     55,711                     55,914
   Adjusted gross income . . . . . . . . . . . . . .                    222,691      283,729                    256,163                     268,137                    224,327                    224,124
   Allowable itemized deductions . . . .                                 57,439       56,972                     48,346                      47,734                     40,082                     40,098
   Standard deduction . . . . . . . . . . . . . . . . . . . .            10,700       11,900                     12,400                      11,400                     11,600                     11,900
   Itemized or standard deduction taken                                  57,439       56,972                     48,346                      47,734                     40,082                     40,098
   Exemptions . . . . . . . . . . . . . . . . . . . . . . . . . . . .    13,600       12,320                     14,308                      14,600                     14,800                     15,200
   Taxable income . . . . . . . . . . . . . . . . . . . . . .           151,652      214,437                    193,509                     205,803                    169,445                    168,826
     1 Combined with Interest income on the Federal Tax Projection Worksheet            2   Combined with Rent, royalty, farm rental income on the Federal Tax Projection Worksheet as Schedule E income/loss
PFL4628 04/11/2012 1:36 PM




        Form        1040                                                                    Tax Return History Report - Page 2                                               2011
 Name                      Keith & Lisa Pflieger                                                                                        Taxpayer Identification Number   139-68-4628
                                                                                 2007       2008             2009                2010                   2011              2012 Projected
 Taxable income . . . . . . . . . . . . . . . . . . . . . . .                    151,652    214,437         193,509          205,803                  169,445                 168,826
 Tax on taxable income . . . . . . . . . . . . . . . . . .                        31,455     45,900          42,446           45,868                   35,514                  35,050
 Alternative minimum tax . . . . . . . . . . . . . . . . .                                    3,087                                                                             6,155
 Total credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                                                          1,500
 Net tax liability . . . . . . . . . . . . . . . . . . . . . . . . .              31,455     48,987          42,446              44,368                 35,514                 41,205
 Self-employment taxes . . . . . . . . . . . . . . . . .                          19,851     21,592          21,701              22,063                 18,667                 19,009
 Other taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
 Total tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .    51,306     70,579          64,147              66,431                 54,181                 60,214
 Income tax withheld . . . . . . . . . . . . . . . . . . . . .
 Estimated tax payments . . . . . . . . . . . . . . . . .                         56,929     56,437          77,637              70,561                 73,074                 59,599
 Other payments . . . . . . . . . . . . . . . . . . . . . . . . .
 Total payments . . . . . . . . . . . . . . . . . . . . . . . . .                 56,929     56,437          77,637              70,561                73,074                  59,599
 Total due/-refund . . . . . . . . . . . . . . . . . . . . . . .                  -5,623     14,142         -13,490              -4,130               -18,893                     615
 Penalties and interest . . . . . . . . . . . . . . . . . . .
 Net tax due/-refund . . . . . . . . . . . . . . . . . . . . .                    -5,623     14,142         -13,490              -4,130               -18,893                       615
 Refund applied to estimated tax payments                                                                    13,490               4,130                18,893
 Refund received . . . . . . . . . . . . . . . . . . . . . . . . .                -5,623
 Marginal tax rate . . . . . . . . . . . . . . . . . . . . . . .                   28.0 %     33.0 %          28.0 %              28.0 %                  28.0 %                 28.0 %
 Effective tax rate . . . . . . . . . . . . . . . . . . . . . . .                    34 %       33 %            33 %                32 %                    32 %                   36 %
Brian C. Greenberg & Assoc., LLC
1 Eves Drive, Suite 111
Marlton , NJ 08053




Keith & Lisa Pflieger
8081 Glenfinnan Circle
Fort Myers, FL 33912-4011

								
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