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					SIMONIC, SIMONIC, RATNECHT & ASSOCIATES, INC. Certified Public Accountants e-mail: simonic@simonic.net www.simonic.net

8750 Perimeter Park Boulevard Jacksonville, FL 32216-6347 (904)928-1040/Fax (904)928-0939

Personal Organizer
This checklist will service as a guide in assembling your tax data and help you take advantage of all allowable deductions for tax preparation. Partners Nicholas T. Simonic Sean M. Simonic Joanne F. Ratnecht Herman A. Vidal TAXPAYER BACKGROUND INFORMATION (FOR NEW CLIENTS AND CHANGES FOR CURRENT CLIENTS) (T) Taxpayer's Full Name (S) Spouse's Full Name Address Apt. # City State Zip Same address as last year: Yes No T Social Security # S Social Security # T Date of Birth S Date of Birth T Occupation S Occupation Home Phone # Work Phone # Work Phone # Fax #(s) E-mail address E-mail address DEPENDENTS Name Birth Date Social Security # Relationship Members AICPA & FICPA

1st Quarter Amount Paid 2nd Quarter Amount Paid 3rd Quarter Amount Paid 4th Quarter Amount Paid Amount paid with extension

INDIVIDUAL ESTIMATED TAX PAID DO NOT INCLUDE WITHHOLDING FROM SALARIES Date paid Date paid Date paid Date paid WAGES FROM W-2'S (Please enclose all copies of W-2 Forms received.) PENSION, ANNUITY, INTEREST & DIVIDEND INCOME, & IRS DISTRIBUTIONS (Please enclose all 1099 Forms received.) UNEMPLOYMENT & SOCIAL SECURITY INCOME (Please enclose government forms received.) CAPITAL GAIN(S)/LOSS(ES) (Please enclose 1099B Forms received and purchse details.) OTHER INCOME Sources Prizes and awards $ Royalties $ Honorariums $ Alimony received (No Child Support) $ Other: Please Itemize $ Do you have any expenses to offset other income Yes______ No_______ If yes, please request a business checklist or download a copy from our website Please visit our website at www.simonic.net Page One

T/S/J

Name: ADJUSTMENTS Source Regular IRA Contributions (not included on W-2) Educator Expense Medical Savings Accounts or Health Savings Contributions Moving Expense Alimony Paid to: Recipient's Social Security #: Note: A contribution to an IRA by April 15th may apply for the previous year. T/S/J $ $ $ $ $

Tax Year: 2008

ITEMIZED DEDUCTIONS
MEDICAL EXPENSES Medical Insurance Premium (including Medicare, if retired) not paid by employer $ Prescriptions and eyeglasses not reimbursed by your medical insurance $ Doctors and hospitals not reimbursed by your medical insurance $ Auto mileage for medical purposes $ Other (please explain) $ TAXES Sales Tax (Auto, Boat, etc., please describe) $ State Estimated Income Tax Payments $ Real Estate (enclose Form 1098 from mortgage company) or tax payment receipt $ Other taxes (please explain) personal property, intangible etc. $ INTEREST Personal home interest - principal home (enclose Form 1098) $ Equity Line Interest $ Personal home interest - 2nd home (enclose Form 1098) $ Personal investment interest $ Note: If you sold or purchased your home during the current year, please provide copies of the settlement statements. CONTRIBUTIONS By cash or check: Church(es) Taxpayer must have receipts or cancelled checks $ By cash or check: Charities for all contributions listed here. $ Non-cash - volunteer travel expenses $ Non-cash - supplies for church or charity $ Non-cash mileage for volunteer work $ Non-cash - fair market value of clothing, furniture, real estate, etc. $
Note: If over $500, supply detailed list with name and address of donee organization for each date of contribution, and form 1098C for vehicle contribution.

MISCELLANEOUS ITEMIZED DEDUCTIONS Tax preparation expense Accounting/tax books Employee business expenses: (If you receive a W-2 for work) Equipment Office supplies and postage Seminar and dues Subscriptions, etc. Telephone: Business portion long distance Business portion cell phone Union dues Uniforms Small tools Other employee expenses (please explain)

$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Yes _________

TRAVEL AND ENTERTAINMENT
Meals and Entertainment Business Mileage Travel Expenses Do you have an office in the home for an out of town employer? Note: We may require additional information for Business Vehicle Page Two

No________

Name: MISCELLANEOUS ITEMIZED DEDUCTIONS (Continued) Investment Expenses Publications Broker Fees Job Hunting Expense Meals Lodging Airfare, auto rental Educational Expense Tuition and fees Books and supplies Auto travel (miles) Courses taken: $ $ Safe deposit box Other $ $

Tax Year: 2008

$ $ $

Auto travel (miles) Postage, typing Other

$ $

$ $ $

Transportation Lodging Meals

$ $ $

EDUCATION CREDITS Name of Student: Year of College: (Circle one) FR SO JR SR Training Program Post-Graduate Tuition and fees $ Date paid Student loan interest paid $ Payee CHILD CARE CREDIT Name of Dependent Age Relationship $ $ $ $ Information on Child Care Provider is required: Provider's name:_______________________________________________________________ Address:_____________________________________________________________________ _____________________________________________________________________ Federal ID or Social Security #:___________________________________________________ (Attach list of additional providers, if necessary.) PLEASE COMPLETE I have adequate records or sufficient written evidence to justify these deductions. YES_____ NO_____ Signed____________________________________________ Date______________________________________________ Please indicate your Preference for filing government returns: Paper: __________ E-file: __________ Please indicate your preference for client copy: Paper: __________ Web Postal: ___________ ( Additional Fee) Mag Media: __________

Amount

Page Three

HOME OFFICE INFORMATION

Name:

Tax Year: 2008 Please use a separate page for each business activity (I.e., one page for employee business expenses one separate page for self-employed business expenses).

Home Office Expenses (if applicable) Do you rent your home? (Circle one) Yes No If you own your own home, date of purchase Purchase price Total square footage of home Square footage of office and product area Type of Expense - Indirect Rent paid Insurance Utilities (gas, electric, etc.) Repairs and Upkeep Type of Expense - Direct R & M on Office Area Supplies for Office Area Furnishing for Office Area

$

$ $ $ $

$ $ $ Page Four

Name:

Tax Year: 2008

MINISTER'S INFORMATION
GENERAL INFORMATION
Yes Are you ordained, licensed or equivalent Are you exempt from paying Social Security? (Approved Form 4361) Does employer own and provide your parsonage? If yes, what is its rental value? Current fair market value If no, do you own your own home? Date of purchase Purchase price ________ ________ ________ $ $ ________ $ ________ No ________ ________ ________

Parsonage allowance officially designated $ Is this amount included on the income line of W-2 or 1099? ________ ________ Fair rental value of furnished home ( For all housing over $36,000, please provide written Real Estate appraisal) Business Expenses Have you been reimbursed for your professional expenses, including mileage? If yes, how much? $ If not, show the details of your expenses by completing on page two (2) and below.

________

________

Total Parsonage Expenses Paid by You for Year
Type of Expense Rent paid Principal payments Taxes Interest Insurance Repairs and upkeep Furniture/appliances Decorator items Utilities (water, electric, gas, phone, etc.) Misc. supplies/expenses Unreimbursed Professional Expenses Religious materials (Ministers) $ Continuing Education $ Gifts to Congregation $ Other (give details) Description Amount $ $ $ Equipment purchases (itemize) $

$ $ $ $ $ $ $ $ $ $

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Name:

Tax Year: 2008

RENTAL PROPERTY INFORMATION
(Use separate sheet for each property.) Kind and location of rental property:

Was property used for personal purposes more than 14 days/10% of total days rented in tax year? Yes Number of days used personally ( Not including days spent working on the property) Rent received, including sales tax, if applicable $ Date of purchase Purchase price If property was purchased or sold this year, please provide settlement statement Cost of improvements made this tax year: Type

No

$

Date $ $ $ $ (If additional space needed, please use separate sheet.)

Amount

Expenses: Association Fees Advertising Auto mileage Cleaning and maintenance Commissions Decorating/painting Insurance Lawn care Legal/professional fees Licenses Management fees Mortgage interest paid to banks, etc. Office supplies/postage $ $ $ $ $ $ $ $ $ $ $ $ $ Pest control Repairs Sales tax Supplies Special Assessments Taxes (real estate) Trash Disposal Travel away from home Utilities Other: Provide Description $ $ $ $ $ $ $ $ $ $ $ $

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