aBest Tax Service, Inc. 2009 Individual Income Tax Organizer

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					                                           aBest Tax Service, Inc.

                                 2009 Individual Income Tax Organizer


                First Name/MI                         Last Name                               Social Security Number
Taxpayer
Spouse

Filing status (Cirlcle)
Single        Married filing joint    Head of Household     Married filing separate                Widower

                                                                            Check if:
                Occupation                        Date of Birth             Disabled? Y/N              Dependent of
                                                                            Blind Y/N                  Another Y/N
Taxpayer
Spouse

Street Address/ Apt #
City and State, Zip Code

Contact Information
Telephone       Home                                Work                              Cell
         Email:                                                      May we put you on our mailing list?        Y    / N


State Residency Information
State                       Date Moved In         Date Moved Out          Provide City and School Dist Information



Dependent Information
                                      Date of                                                          Months         Full
Name(first, last)                      Birth                                                             in          Time
                                                   Social Sec No               Relationship
                                     Mo/D/Year                                                         Home         Student




Wages and Salaries (Include Copies of W2’s)
                                                  Fed Tax                                      State       Local Tax
Employer Name                         Wages                          FICA          Medicare
                                                  W/H                                          W/H         Withheld




Interest Income (Include Form 1099-INT)
                           Source                                            Amt




Dividend Income (Include Form 1099-DIV)
             Source                 Ordinary Amt                  Qualified Amt




aBest Tax Service                         aBest Tax Service                        aBest Tax Service
38880 Oakview Ave Suite 2                 179 South Lake Street                    1001 E Hwy 95
North Branch, MN 55056                    Forest Lake, MN 55025                    Cambridge, MN 55008
(651)674-8678                             (651)982-0332                            (763)552-1829
                                        aBest Tax Service, Inc.

                               2009 Individual Income Tax Organizer

                                                  Continued

Important Questions?
Yes    No     Please answer all questions                                                             Amount
              Did you receive a state and / or local tax refund last year?
              Did you receive a federal refund last year?
              Did you pay additional tax when you filed your state return last year?
              Did you itemize in 2008?
              Did you make any out of state purchases without paying sales tax that you need to
              claim on your state return?
              Did you receive any alimony in 2009?
              Did you receive any unemployment during 2009?(Enclose form 1099G)
              Did you receive any Social Security during 2009? (Enclose form SSA-1099)
              Do you have children over the age of 18 with investment income over $1700.00
              Did you adopt a child during 2009? If yes we will contact for additional information
              Do you owe back taxes to the IRS or state?
              Do you have delinquent student loans or child support?
              Did the IRS garnish your refund last year?
              In 2009, did you have bank or financial accounts in any foreign countries whose
              total combined value exceeded $10,000.00
              Did you receive a K-1 from any entity – Corp, Estate, Trust, Partnership etc.? if yes
              please enclose.
              If recently married have you changed your name with Social Security?
              Do you allow us to discuss your return with the IRS should questions arise?
              Did you move, sell or buy a home in 2009? If so, please enclose a copy of the
              settlement agreement.
              Did you buy energy related products? (Furnace, Windows, Insulation etc.?


Moving Expenses (Only report job related moves of primary residence)
Distance from old job to new job                                                             Miles Driven
Date Moved
Old employment                                New Employment
City                                          City
Lodging Expense                               Shipping Expense
Moving Expense


Gains or Losses from Sales of Stock, Securities or Other Assets
Type of Property      Date Acquired           Date Sold               Sale Price             Purchase Price




  Other Income
                             Current Tax Year TP          Current Year SP
Taxable Refunds
Alimony Received
Business Income
Farm Income
IRA distributions
Pensions/Annuities
Rental / Royalty
Unemployment
Social Security
Gambling/Awards
Scholarships
Other income


aBest Tax Service                     aBest Tax Service                      aBest Tax Service
38880 Oakview Ave Suite 2             179 South Lake Street                  1001 E Hwy 95
North Branch, MN 55056                Forest Lake, MN 55025                  Cambridge, MN 55008
(651)674-8678                         (651)982-0332                          (763)552-1829
                                     aBest Tax Service, Inc.

                            2009 Individual Income Tax Organizer

                                                Continued

Adjustments to Income
                              Current Tax Year TP    Current Year SP
Educator Expenses
Business Expenses
IRA Deduction
Student Loan Interest
Tuition and fees
Health Savings
Moving Expenses
Alimony Paid
Gambling Expenses
Dependent Ed Exp
Dependent Tuition Exp




Itemized Deductions:
Item:                                                  Amount
Medical
Long Term care Premiums
Real Estate Taxes
      Additional Property
Other Taxes Car License Tabs etc. Please list

Home Mortgage Interest / Points Form 1098
Second Mortgage
Third Mortgage
Investment Interest
Gifts by Cash or Check
Gifts other than Cash
Mileage for Charity
Employee expenses:
      Cell phone used for work
      Professional organizations/Union dues
      Tax Preparation fees
      Travel
      Meals
      Parking and Tolls
      Non commuting miles
      Dues
      Education expenses to keep job
      Tools and Equipment
      Uniform costs/Cleaning
      Professional journals
      Job seeking expenses
Other Expenses
Investment Expenses
Tax Preparation Fees
Safe Deposit Box
Other



aBest Tax Service                   aBest Tax Service                  aBest Tax Service
38880 Oakview Ave Suite 2           179 South Lake Street              1001 E Hwy 95
North Branch, MN 55056              Forest Lake, MN 55025              Cambridge, MN 55008
(651)674-8678                       (651)982-0332                      (763)552-1829
                                     aBest Tax Service, Inc.

                            2009 Individual Income Tax Organizer
                                                  Continued


Child and Dependent Care Expenses

                         Paid To:                             Social Security No/    Amount Paid
Name                      St. Add/city/ St/ Zip               ID Number




Self Employed Business Expenses

TP / Spouse?
Name of business:
Address of business:
Business Tax ID Number:

Gross Cash Sales                                                    Amount

Inventory? Beginning / Ending
Cost of Materials
Labor
Advertising
Car and Truck expenses(either mileage or direct expenses)
Commissions and Fees
Depreciation
Employee Benefit Programs
Insurance
Interest
Legal and Professional Services
Office Expense
Rent/Lease
Repairs and Maintenance
Supplies
Taxes and Licenses
Travel
Meals and Entertainment
Utilities
Wages
Contract Labor
Education
Gifts
Other:

Do you need form 1099MISC prepared for contract labor?


New Equipment Purchases:




aBest Tax Service                   aBest Tax Service                  aBest Tax Service
38880 Oakview Ave Suite 2           179 South Lake Street              1001 E Hwy 95
North Branch, MN 55056              Forest Lake, MN 55025              Cambridge, MN 55008
(651)674-8678                       (651)982-0332                      (763)552-1829
                                    aBest Tax Service, Inc.

                              2009 Individual Income Tax Organizer
                                             Continued


Rental Property:

Expense Item                                                                       Amount
Advertising
Auto
Cleaning and Maintenance
Commissions
Insurance
Legal and Professional fees
Management fees
Mortgage Interest
Other Interest
Repairs
Supplies
Taxes
Utilities
Other:
Original cost of Property
Original value of land

New Equipment Purchases:(Include date of Purchase


Farm Expenses

Item                                                                               Amount
Car and Truck Expenses
Chemicals
Feed Purchased
Fertilizer
Freight
Fuel
Insurance
Mortgage Interest
Other Interest
Rentals
Repairs and Maintenance
Seeds
Taxes
Supplies
Utilities
Veterinary bills
Other



                        Questions call: (651)462-4882
                             aBest Tax Service
Privacy policy:
We do not disclose any non-public information obtained in the course of our practice except as
required or permitted by law. We must have your permission to disclose all information on your
return for any reason. In order to guard your non-public personal information we maintain physical,
electronic and procedural safeguards that comply with professional standards and the law.


aBest Tax Service                  aBest Tax Service                aBest Tax Service
38880 Oakview Ave Suite 2          179 South Lake Street            1001 E Hwy 95
North Branch, MN 55056             Forest Lake, MN 55025            Cambridge, MN 55008
(651)674-8678                      (651)982-0332                    (763)552-1829