Docstoc

organizer

Document Sample
organizer Powered By Docstoc
					                                                     2322 East Oakland Park Blvd, Suite 201
                                                                    Ft. Lauderdale, FL 33306
                                                                    www.mytaxguru.com
                                                                               954-763-2829
                                                                                954-763-2825


                                   Tax Organizer
Husband
Name          Tamara Figueroa                  SS# 112-70-0505              DOB April 19, 1985
Work PH:      954-763-2829               Cell PH: 954-368-1422            E-mail: tmrfigueroa@yahoo.com


Wife
Name                                           SS#                          DOB
Work Ph:                                 Cell PH:                         E-mail:


                                                                     Home PH:
   Address:
                                                                     Home Fax:


Dependent
Name:                                          SS#                          DOB
Dependent
Name:                                          SS#                          DOB

Please also provide the following documents:

W-2                         1099-INT                     1099-DIV                   1099-B
Employment Earnings         Interest Income              Dividend Income            Sale of Securities


Alimony Received                                           State Refund
  Unemployment
   Compensation                                        Gambling Income
        Jury Duty                                     Retirement Income
   Social Security
MEDICAL DEDUCTIONS: PLEASE COMPLETE THE FOLLOWING
   Total spent on doctors
     visits, prescriptions,                      Cost of Medical Ins
 psychology visits, dental                    Total mileage between
  care, hospital visits, eye                   your home and each
               glasses, etc.                   medical visit location




                                                                                                 Page 1 of 3
HOUSING INFORMATION
Real Estate Taxes Paid                                Homeowner’s Insurance
Mortgage interest                                     Credit Card interest
RETIREMENT INFORMATION
Contributions                               Husband                           Wife
Traditional IRA
Roth IRA
Educational IRA
SEP/SIMPLE/503B
CHARITABLE CONTRIBUTIONS
Total of Cash Contributions
Non Cash Contributions: Please list name, item given, cash value
and attached the recipet.
CHILD CARE EXPENSES
Name of Provider
Address
Identification #
Total
RENTAL PROPERTY
                              Property A                     Property B       Property C
Rental Income
Advertising
Bank Charges
Cleaning
Closing Cost
Electrical
Improvements
Insurance
Interest
Landscaping
Lawn Maintaince
Legal Fees
Management Fees
Plumbing
Pool
Repairs
Roof
Taxes
Utilities
Water
Windows
Loan Balance
Bank Name
Interest Rate



                                                                                     Page 2 of 3
CASH BUSINESS EXPENSES
Accounting                               Advertising
Auto Expenses                            Auto Lease/Payment
Bank Charges                             Bookkeeping
Cell Phone                               Cleaning
Commissions                              Contract/Day Labor
Dues/Subscriptions                       Education/Seminars
Entertainment                            Equipment
Equipment Rental                         Gifts
Hotel                                    Insurance
Life Insurance                           Health Insurance
License/Fees                             Meals
Medical Expenses                         Office
Postage                                  Promotion
Rent                                     Repairs
Safety Equipment                         Small Tools
Software                                 Subcontractors
Supplies                                 Telephone
Tolls/Parking                            Travel
Utilities
Husband’s Auto Mileage                   Percentage Business Use
Wife’s Auto Mileage                      Percentage Business Use

BUSINESS EXPENSES BEFORE INCORPORATION
Accounting                               Advertising
Auto Expenses                            Auto Lease/Payment
Bank Charges                             Bookkeeping
Cell Phone                               Cleaning
Commissions                              Contract/Day Labor
Dues/Subscriptions                       Education/Seminars
Entertainment                            Equipment
Equipment Rental                         Gifts
Hotel                                    Insurance
Life Insurance                           Health Insurance
License/Fees                             Meals
Medical Expenses                         Office
Postage                                  Promotion
Rent                                     Repairs
Safety Equipment                         Small Tools
Software                                 Subcontractors
Supplies                                 Telephone
Tolls/Parking                            Travel
Utilities
Husband’s Auto Mileage                   Percentage Business Use
Wife’s Auto Mileage                      Percentage Business Use




                                                                   Page 3 of 3

				
DOCUMENT INFO