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Individual Income Tax Organizer: 2018Name:Phone Number: Mailing Address :Email: Best times to meet:Did I do your tax return last year? If not, please provide a copy of last year's tax returnIncome?Did you receive wages?Did you receive Interest Income?YesYesNoNoIf so, attach W2'sIf so, attach 1099-1NT?Did you receive Dividend Income??Are you self-employed using Schedule C?Yes YesNo NoIf so, attach 1099-DIV If SO, do Sch c Wksht?Did you receive a K1? (Partnerships, S-corps)YesNoIf so, attach K1's?Did you receive pension or annuity income?YesNoIf so, attach 1099-R?Did you receive social security benefits?YesNoIf so, attach SSA-1099?Did you have rental income?YesNoIf so, do Sch E Wksht?Did you sell any investments?YesNoIf so, provide 1099-B?Did you contribute to an IRA or Roth IRAYesNoIf so, provide 5498?Did you inherit property?YesNo?Other IncomeState income tax refundYesNoAmountCommissionsYesNoAmountInstallment incomeYesNoAmountAlimony receivedYesNoAmountScholarships or grantsYesNoAmountUnemployment compensationYesNoAmountDebt forgiveness IncomeYesNoAmountOther Income ( 1099s)YesNoAmountAdjustments?Are you an Educator?YesNo?Did you pay student loan interest or tuition?YesNo?Did you pay alimony?YesNo?Did you have any moving expenses?YesNo?Do you have a Health Savings Account?YesNoDeductions and Credits?Medical Expense (insurance , drugs, equipment, nursing, hospital, doctors, etc.) TypeType Type?Medical Insurance Coverage for the tax yearYesNo?Taxes paid (other than taxes withheld on W2's)Federal income tax prepaymentsYesNoState income tax prepaymentsYesNoReal estate taxYesNoPersonal Property taxYesNoAmount Amount AmountAmount Amount Amount Amount?Interest paidMortgage Interest PaidYesNoPlease provide statementsDid you pay any investment interest?YesNoAmount?Charitable Contributions (cash or check)YesNoOrganizationAmountOrganizationAmountOrganizationAmountOrganizationAmount?Charitable Contributions (donated items)YesNoOrganizationAmountOrganizationAmountOrganizationAmount?Did you have a casualty loss?YesNo?Did you unreimbursed job-related expenses such as tools, licenses, dues for your employer??Did you have any other expenses? (margin interest, safe deposit, tax return fee)YesNoYesNo?Dependent or Other Child care expensesDid you pay for dependent care this year?YesNoCare ProviderSocial Security NumberAmountName of Dependent?Do you want your refund directly deposited into your back accountAccount number ABA #YesNoMiscellaneous?Are you interested in a mid-year tax meeting with me??Are you interested in doing an investment portfolio review with me??Do you have life insurance?YesNoYesNoYesNoSchedule C Tax Organizer: 2018Principal Business:EIN number (if any)._____________________________-Business start date:Checklist?Did you or will you issue 1099s??Are you a cash based tax payer??Do you use QuickBooks or have a P&L statement??Do you have a home office??Did you use your car for business??Do you pay your healthcare premiums from your business??Do you have a company retirement plan for this business??Did you buy any capital assets greater than $250?Miscellaneous?Are you interested in setting up Quickbooks for your company??Are you interested in setting up a retirement plan for your company??Are you interested in meeting with me to change to a S-Corp?YesNoIf so, please attach a copy YesNoYesNoIf so, please attach a summary YesNoYesNoYesNoYesNoYesNoYesNoYesNoYesNoSCHEDULE E - RENTAL PROPERTY INCOME & EXPENSES CHECKLIST(please fill out a sheet for each rental property)Property address_ Type of property_ Did you dispose of this property this year? YESNO_Did you or your family use this property for personal purposes for more than 14 days or 10% of the total days rented? YESNo----INCOMERents received (Cash and checks)EXPENSESAdvertisingTotal miles driven to property Cleaning and maintenance Commissions & Fees InsuranceLegal and Professional fees Management feesMortgage interest (paid to financial institutions) RepairsSupplies Property Taxes UtilitiesPest ControlLawn Care and Snow Removal Other Expenses:DEPRECIATION: Did you make any major repairs or capital improvements, or buy equipment,appliances and furniture for the rental?* Please list each item separately, date purchased and how much paid and attach to this sheet ................
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