Accountable Consulting LLC Small Business -Walk Through
|
|
|
- Flora Conley
- 5 years ago
- Views:
Transcription
1 Accountable Consulting LLC Small Business -Walk Through Hani Mahmoud, CPA Owner of Accountable Consulting LLC Address: 3440 Blue Springs Rd #503, Kennesaw, GA Office Line: Office Fax: Website:
2 STOP AND THINK! Think of any expenses you incurred that were business related Books and Records The foundation of everything Decisions can be made properly
3 SMALL BUSINESSES INFO Principal Business Activity Business Names Business Address (if not the same as home) EIN Any 1099 s need to be issued? Must do for any individual you pay $600 or more to Deadline to issue to individual is Jan 31 st Deadline to e-file the forms is March 31 st
4 SMALL BUSINESSES SALES & COGS Income All 1099 MISC Credit Processing Receipts Other Income COGS Cost of Golds Sold Inventory at beginning and end of year
5 SMALL BUSINESSES DEDUCTIONS Advertising Billboards/Signs Business Cards Flyers/Posters Google Ad Words Internet Banners/Etc. Mailing Lists Marketing Promotions Newspaper/Magazine Prizes Referral Fees Specialty Items (Pens, Cps, Magnets, etc) Telephone Directory TV/Radio Banking Fees Credit Card Terminal Rental Credit Card Service Fees Check Validation Service Monthly Banking Charges Square Fees Paypal Fees Bad Debts Client Fees Commissions Continuing Education Workshops/Conferences Dues Employee Benefit Plan Self Employed Health Insurance Paid SEP or 401ks Equipment Purchased Cellphone IPad Laptop Printer/Fax Date Item was Purchased Amount Purchased for Equipment Rental/Lease Furniture Rental/Lease Gifts Customers Employees Other Businesses Interest on Business Loans Insurance Bonds (Surety, Fidelity, etc) General Liability & Workers Comp Errors & Omissions Malpractice
6 SMALL BUSINESSES DEDUCTIONS CONTINUED Lease Improvements Licenses & Permits Registration Fees Magazine/Newsletter Market Research Meals & Entertainment 50% Deductible Misc or Other Expenses Not sure ASK ME Office Expenses Answering Service Cell Phone Accessories Cases USB s Billing Service Catering Cleaning/Maintenance Janitorial Service Decorating Expenses Drinking Water Faxing Charges Filing Fees Information Services Music (CD s/tapes) Music System (in Office) Printing Stationery Office Rent Office Supplies Ink Cartridges Paper Pens Repairs & Maintenance Cell Phone Screen Repair Research Books Payroll Service Fee s Postage Couriers Delivery Charges Freight Post Office Box Professional Services Consultants Fees Contractors Graphic Design Legal Tax Preparation & Counseling Software Storage
7 SMALL BUSINESSES DEDUCTIONS CONTINUED Taxes Travel Federal Unemployment Sales Tax Social Security & Medicare Taxes Paid on Salaries State tax withholdings State unemployment insurance States Taxes on S Corp Airfare Bellman Tips Car Rental Dry Cleaning Excess Baggage Flight Attendants Ground Trans, Taxi Hotels Incidental Expenses Passport Fee s Tools Uniforms Wages or Salaries Web Hosting
8 SMALL BUSINESSES MILEAGE Business Miles Your home your office? Any time you leave the house on business is considered deductible Purchase Mile IQ at App Store Year Make, Model or Vehicle Date Purchased & Amount Purchased for Qualify for Sec 179 Dep & Bonus Dep
9 SMALL BUSINESSES MILEAGE CONTINUED Actual vs Standard Mileage Actual Expenses Total business miles driven Total miles driven on car Gas, Oil, Repairs, (Tires, Batteries, Etc), Car Washes Insurance Interest Expense on Car Loan Registration Fees Ad Valorem on Car Tag Lease Payments Parking Fees & Tolls Standard Mileage Total business miles driven Total miles driven on car $.54/Mile Parking Fees & Tolls Interest Expense on Car Loan Ad Valorem on Car Tag
10 SMALL BUSINESSES HOME OFFICE Address of Home Daycare Facility? Area of Home Area of Home being used for work or work storage Expenses related directly to office or indirectly to overall home Home Owners Insurance Mortgage Interest Renter s Insurance Rent Paid Repairs & Maintenance Painting Office Space Property Taxes Utilities Paid Cable/Internet Electricity Gas HOA Dues Pest Control Security System Telephone Trash Water Smaller of Cost of Home or Fair Market Value Date Purchased Estimated cost of land home sits on
11 THANK YOU FOR WATCHING! Hani Mahmoud, CPA Owner of Accountable Consulting LLC Address: 3440 Blue Springs Rd #503, Kennesaw, GA Office Line: Office Fax: Website:
Accountable Consulting LLC Tax Organizer
Accountable Consulting LLC Tax Organizer Hani Mahmoud, CPA Owner of Accountable Consulting LLC Address: 3440 Blue Springs Rd #503, Kennesaw, GA 30144 Office Line: 678-712-2112 Office Fax: 678-403-2556
PURE ROMANCE TAX ORGANIZER
PURE ROMANCE TAX ORGANIZER This tax organizer has been developed to assist you in collecting and summarizing the information needed for your Pure Romance business. The following pages contain many of the
Howland Tax Services
Howland Tax Services 2007 Musician s Checklist (United States) Business name and address (Your name if you don t have a separate business name) Do you use the Cash or Accrual method of accounting? Cash
SUN-KAP ENTERPRISES,LLC TAX AND FINANCIAL PLANNING 1260 Huntington Dr., Suite 205 South Pasadena, CA Phone Fax
SUN-KAP ENTERPRISES,LLC TAX AND FINANCIAL PLANNING 1260 Huntington Dr., Suite 205 South Pasadena, CA 91030 Phone 323-254-2729 Fax 323-254-2739 NOTE: REMEMBER TO BRING ALL OF YOUR W-2, 1099, 1098, K-1 AND
ORGANIZER FOR 2018 TAXES
Gerald Hersh EA Page 1 800 Main St Amherst MA 01002 Tel: (413) 256-1663 Fax: (413) 256-1665 Email: gerrystaxhelp@aol.com website: www.amhersttaxpreparation.com ORGANIZER FOR 2018 TAXES Name Social Security
Howland Tax Services
Howland Tax Services 2007 Self-Employment Checklist (United States) What is your main product or service? Name of business Business address Fiscal year end (usually Dec. 31) Do you use the Cash or Accrual
Common Deductions For Business Owners
Common Deductions For Business Owners Within the day-to-day life of your small business, you will incur ordinary and necessary expenses that you can deduct when filing your taxes. So what does that mean?
Howland Tax Services International
Howland Tax Services International 2010 Self-Employment Checklist (United States) Identification What is your main product or service? Name of business Business address Fiscal year end (usually Dec. 31)
2017 Small-Business Tax Prep Checklist
220 S. 4th Street Elkhart, IN 46516 Phone 574-298-1634 or 574-849-0788 2017 Small-Business Tax Prep Checklist If you are using QuickBooks or some other form of accounting software, we will need either
Tax Deductions and Forms Checklist This Checklist Covers Most Jobs
Tax Deductions and Forms Checklist This Checklist Covers Most Jobs Revised April 30, 2017 This is a list of items that you need when you come to see us for your tax return. We have additional forms on
How to Prepare Your Taxes
How to Prepare Your Taxes Along with these notes, you will also need to print a copy of the File Folder Quick Reference page, as well as the Tax Organization Labels. It would be helpful to use a 31 pocket
Self Employment Income & Single Member LLC Organizer This Organizer belongs to:
This self-employment organizer will assist you with organization of your business information and records. The IRS imposes reporting and record-keeping rules, some of which are described in this Organizer.
Self Employment Income & Single Member LLC Organizer This Organizer belongs to:
Self Employment Income & Single Member LLC Organizer This Organizer belongs to: This self-employment organizer will assist you with organization of your business information and records. The IRS imposes
A GUIDE TO SETTING UP A SMALL BUSINESS AND PROPERLY TRACKING YOU INCOME & EXPENSES
STEP 1: A GUIDE TO SETTING UP A SMALL BUSINESS AND PROPERLY TRACKING YOU INCOME & EXPENSES Referral for Business Set Up at 25% off for Traveler s Q Independent Contractors, please contact me for the contact
Self Employment Income & Single Member LLC Organizer This Organizer belongs to:
Self Employment Income & Single Member LLC Organizer This Organizer belongs to: This self-employment organizer will assist you with organization of your business information and records. The IRS imposes
Personal Legal Plans Client Organizer 2018
TAXPAYER NAME SOCIAL SECURITY NUMBER OCCUPATION DATE OF BIRTH EMAIL ADDRESS CELL PHONE SPOUSE Address: Home Phone: City: State: Zip: County: DEPENDENT CHILDREN & OTHER DEPENDENTS NAME SOCIAL SECURITY NUMBER
INCOME TAX ORGANIZER W. Olympic Boulevard, Suite 400 Los Angeles, CA
INCOME TAX ORGANIZER 2010 11500 W. Olympic Boulevard, Suite 400 Los Angeles, CA 90064-1525 310-444-3041 info@californiarepublic.com WAGES-TAXPAYER (FORM W2) EMPLOYER NAME TAXABLE WAGES (BOX 1) FEDERAL
INDIVIDUAL INCOME TAX ORGANIZER
PALAZZO & COMPANY EXPAT TAX PROFESSIONALS PO Box 6888, Gulfport, MS 39506 (Standard mail) 13155 Shriners Blvd Ste B, Biloxi, MS 39532 (Express mail) 228-396-8800 or 866-272-9224 (Toll free) 305-768-0483
Did you repay any unemployment or social security benefits? Did you convert a Traditional IRA to a Roth IRA?
A Division of Montecito Financial Services, Inc. 300 West Glenoaks Boulevard, Suite 200 Glendale, CA 91202 Phone: Fax: 818.242.1060 December 31, 2018 Dear Client: Thank you for your continued support as
LEVY, LEVY AND NELSON
LEVY, LEVY AND NELSON A PROFESSIONAL ACCOUNTANCY CORPORATION 23801 CALABASAS ROAD, SUITE 2012 CALABASAS, CA 91302 PHONE:(818)346-8034 FAX:(818)346-6409 EMAIL:APPOINTMENTS@LEVYNELSON.COM TAX RETURN YEAR
Small Business Tax Organizer
EIN Name Date Started Street Address City State Zip Code Please utilize this Tax Organizer to help you gather and organize information relating to preparation of your business income tax returns. Where
Kallenz. S Corporation Tax Organizer
Kallenz S Corporation Tax Organizer The S Corporation Tax Organizer has been designed to help collect and organize the information that we will need to prepare your business income tax returns in the most
Mary Q. Translator Sample Income & Expenses 2009
Mary Q. Translator Sample Income & Expenses 2009 ATA Webinar 2010 Tax Tips for Translators John Matthews Income Cash Accounting Method; Material Participation in the Business 1099-MISC $85,000 Kansas City
Self Employment Income & Single Member LLC Organizer This Organizer belongs to:
Self Employment Income & Single Member LLC Organizer This Organizer belongs to: This self-employment organizer will assist you with organization of your business information and records. The IRS imposes
2017 Schedule C Business Tax Organizer Gurr & Company LLC
Here is your tax organizer to assist you in gathering the information necessary information for your business tax return for 2017. The Internal Revenue Service matches information returns with amounts
EMPLOYEE WAGES OR SALARIES: You must provide all W-2 forms with your completed TIP. We cannot file your tax return without them!
EMPLOYEE WAGES OR SALARIES: You must provide all W-2 forms with your completed TIP. We cannot file your tax return without them! PARTNERSHIPS, ESTATES, TRUSTS, LLC s and S-CORPORATIONS: Please provide
THE IDIOTS GUIDE TO SMALL BUSINESS WRITE-OFFS
$ THE IDIOTS GUIDE TO SMALL BUSINESS WRITE-OFFS THE IDIOTS GUIDE TO SMALL BUSINESS WRITE-OFFS When you sit down to do your taxes, thinking of all the write-offs that apply to your business can be overwhelming.
Firefighters and Paramedics Checklist
Tax Deductions and Forms Checklist Firefighters and Paramedics Checklist Revised April 30, 2017 This is a list of items that you need when you come to see us for your tax return. We have additional forms
Law Enforcement Checklist
Tax Deductions and Forms Checklist Law Enforcement Checklist Revised April 30, 2017 This is a list of items that you need when you come to see us for your tax return. We have additional forms on our downloads
HEALTH INSURANCE COVERAGE
CLIENT NAME BASIC INFORMATION - NEW CLIENTS: (Existing clients provide updates) Date of Birth - include for any dependents Social Security # - include for any dependents Driver Licence # 9 digit id, state,
2017 SMALL BUSINESS TAX ORGANIZER
2017 SMALL BUSINESS TAX ORGANIZER COMPLETED ORGANIZER RECEIVED ON: RECEIVED BY: REFERRED BY DFCU: This organizer will help you organize your business tax information so that MainStreet can maximize your
Use of the words Mary Kay, Mary Kay Cosmetics or MK on your accounts is not authorized with the exception of those offered through MKConnections.
The Importance of Keeping Accurate Records Why Recordkeeping is Important Accurate, up-to-date records are vital to your business. They will help you keep your business organized and may even save you
Income Tax Organizer
Income Tax Organizer 1200 W. Cherry Lane, Suite 100 Meridian, ID 83642 208-888-6501 office 866-408-1836 fax 1. Personal Information Roberts Hart and Company, CPA's Income Tax Organizer Taxpayer Last Name
2018 TAX ORGANIZER - INDIVIDUAL (1040EZ, 1040A & 1040)
2018 TAX ORGANIZER - INDIVIDUAL (1040EZ, 1040A & 1040) Print this form out and take the necessary time to fill it out. Send this form with copies of your tax documents. This will save you time and money,
Please also attach copies of your individual income tax returns for the past two years. About you: Name (First, MI, Last): Taxpayer Social Security #
JOHN D. GALLO, C.P.A., LLC CERTIFIED PUBLIC ACCOUNTANT 2500 EAST 168TH AVENUE BRIGHTON, COLORADO 80602 (303) 817-7855 www.johngallocpa.com email: john@johngallocpa.com Organizer for individual income tax
TAX DEDUCTIONS FOR SMALL BUSINESS
TAX DEDUCTIONS FOR SMALL BUSINESS JEAN KRUSE SCORE MENTOR jekcpa@msn.com If you email me, please put SCORE on the subject line ORDINARY & NECESSARY Whether an expense is ordinary and necessary is based
Contact me, your Independent Beauty Consultant. Phone: 2010 * Created by Gretchen Runkle, Sales Director
Your Information Packet Includes: 10 Reasons Why Women Join Mary Kay Starter Kit Contents Marketing Plan * Avenues of Income Career Path * Promote Yourself Tax Deduction Opportunities Independent Beauty
HEALTH INSURANCE COVERAGE
CLIENT NAME BASIC INFORMATION - NEW CLIENTS: (Existing clients provide updates) Date of Birth - include for any dependents Social Security # - include for any dependents NEW REQUIREMENT FOR 2017 BY THE
Individual. Tax Organizer
Individual 2017 Tax Organizer We are moving!!! Note our new address Effective February 1, 2018 14300 Cherry Lane Court Suite 111 Laurel, MD 20707 Office: 301.244.0288 Fax: 240.668.3668 Email: Virginia@sankofafinancial.net
Maximize Your Tax Refund For Small Businesses. By Juliet Kong, Enrolled Agent Kuha o Business Center, Molokai, January 29, 2019
Maximize Your Tax Refund For Small Businesses By Juliet Kong, Enrolled Agent Kuha o Business Center, Molokai, January 29, 2019 TODAY S WORKSHOP WILL COVER: 1- Find All Possible Tax Deductions to Maximize
INCOME DEDUCTIONS/CREDITS OTHER IMPORTANT ITEMS. W-2s 1099s:
INCOME W-2s 1099s: 1099-R (Retirement Distributions) 1099-INT (Interest Income) 1099-DIV (Dividend and Capital Gain Income) 1099-B (Stock Proceeds) - Please check to see if all sales have corresponding
SE L F - E MP L O YE D G U ID E
SELF-EMPLOYED GUIDE TABLE OF CONTENTS Welcome to the TaxSlayer Self-Employed Guide for tax year 2018. Whether you own a small business or work part-time as a rideshare driver, this guide is for you. Find
INCOME TAX CHECKLIST TAXPAYER SSN NAME BIRTHDATE OCCUPATION SPOUSE SSN NAME BIRTHDATE OCCUPATION ADDRESS CITY STATE ZIP CODE
INCOME TAX CHECKLIST All last names must match the name listed on the Social Security Card. TAXPAYER SSN NAME BIRTHDATE OCCUPATION SPOUSE SSN NAME BIRTHDATE OCCUPATION ADDRESS CITY STATE ZIP CODE TELEPHONE
Evans & Woulfe Accounting, Inc.
Your Income: Wages on W-2 forms and Form 1095A (Health Insurance Marketplace Statement) and proof of Health Insurance coverage or applicable 1095B or 1095C. Interest Income Statements on Form 1099-INT
TAX ORGANIZER. If you answer 'Yes' to any of the General Business and Investment questions, please provide detailed information with your answer.
TAX ORGANIZER Enclosed is your Tax Organizer for tax year 2011. Your Organizer contains several sections that include common expenses and deductions that many taxpayers overlook. Please review these sections
Cardinal Accounting & Tax
Cardinal Accounting & Tax 2716 Telegraph Road, Suite 203, St. Louis, MO 63125 314-487-3663 (Fax) 314-487-2515 Please complete the organizer and mail or bring it to our office with all W2 s, 1099 s, Forms
2017 JAMES J. TOWEY, P.C. Information Summarizer for Self Employed
2017 JAMES J. TOWEY, P.C. Information Summarizer for Self Employed 11555 Beamer Road, Ste. 100 Houston, TX 77089 (281)484-5561 (Tel.) (281)481-0987 (Fax) pcjjt76@gmail.com www.jamesjtoweycpa.com CLIENT:
PLEASE PROVIDE A COPY OF THE FOLLOWING ITEMS: LAST YEAR'S TAX RETURNS (ONLY IF YOU ARE A NEW CLIENT) ALL FORMS W-2, 1098, 1099, 1099-SSA, ETC
81 Makawao Avenue, Suite 202, Makawao HI 96768; 808/572-6454; Fax: 808/572-1788 TAX ORGANIZER FOR YEAR: READ THIS FIRST: This tax organizer is designed to help you maximize your deductions and minimize
PLEASE PROVIDE A COPY OF THE FOLLOWING ITEMS: LAST YEAR'S TAX RETURNS (ONLY IF YOU ARE A NEW CLIENT) ALL FORMS W-2, 1098, 1099, 1099-SSA, ETC
81 Makawao Avenue, Suite 202, Makawao HI 96768; 808/572-6454; Fax: 808/572-1788 TAX ORGANIZER FOR YEAR: READ THIS FT: This tax organizer is designed to help you maximize your deductions and minimize problems
LOCH, ELSENBAUMER, NEWTON & CO. A PROFESSIONAL CORPORATION
LOCH, ELSENBAUMER, NEWTON & CO. A PROFESSIONAL CORPORATION ACCOUNTANTS AND CONSULTANTS INDIVIDUAL INCOME TAX ORGANIZER 2014 Taxpayer Name: Spouse's Name: Day Time Phone Number: Cell Phone Number: Email
TAX ORGANIZER Page 3
TAX ORGANIZER Page Basic Taxpayer Information Taxpayer Spouse Taxpayer Spouse First Name Initial Last Name Social Security No. Check if Date of Occupation Dependent Presidential Birth Disabled Blind of
KENNETH M. WEINSTEIN,
Dear Client: KENNETH M. WEINSTEIN, CPA AND CFP 1450 Niagara Falls Boulevard, Suite #202 Tonawanda, NY 14150-8440 (716) 837-2525 ~ FAX (716) 837-2527 E-Mail: kweinsteincpa@gmail.com The enclosed 2015 Tax
2017 Minister s Tax Organizer Supplement
Please make a copy of this tax organizer for your records before you send to us. 2017 Minister s Tax Organizer Supplement Peachtree Tax Advisors, LLC 500 East Second Street Rome, GA 30161-3112 706-234-7468
Happy New Year! We would like to wish you and your family health, happiness and increased prosperity throughout It s also tax time again!!!
Dear Valued Client: Happy New Year! We would like to wish you and your family health, happiness and increased prosperity throughout 2017. It s also tax time again!!! As you may know we are undergoing internal
Selena s Accounting Services
. Selena s Accounting Services 2745 High Ridge Blvd, Suite #15 PO Box 79 High Ridge, MO 63049 636-376-5273 selenasaccounting@yahoo.com www.selenasaccounting.com January 3, 2018 Dear Client: I would like
Tax Guide for Short-Term Rentals
Tax Guide for Short-Term Rentals Stephen Fishman, J.D. Chapter 1 Introduction: Who This Book is For... 1 Learning Objectives... 1 Introduction... 1 Chapter 2 How Short-Term Rental Hosts are Taxed... 3
TAX DEDUCTIONS FOR SMALL BUSINESS
TAX DEDUCTIONS FOR SMALL BUSINESS Bob Wangsness SCORE MENTOR bwangsness@hotmail.com If you email me, please put SCORE on the subject line (Many thanks to Jean Kruse for original composition of majority
11. Legal/Professional Services Payments to accountants, lawyers and other professionals for services related to your Mary Kay business
TAX TRAINING Every year Mary Kay posts the latest up to date forms on intouch. You can find them by going to www.marykayintouch.com and click on resources and then click on Tax Essentials 2012. 1. Have
INCOME TAX CHECKLIST TAXPAYER SSN NAME BIRTHDATE OCCUPATION SPOUSE SSN NAME BIRTHDATE OCCUPATION ADDRESS CITY STATE ZIP CODE
INCOME TAX CHECKLIST All last names must match the name listed on the Social Security Card TAXPAYER SSN NAME BIRTHDATE OCCUPATION SPOUSE SSN NAME BIRTHDATE OCCUPATION ADDRESS CITY STATE ZIP CODE TELEPHONE
hardy, wrestler and associates Certified Public Accountants, PC PO Box 1781, Joplin, MO Phone , Fax
hardy, wrestler and associates Certified Public Accountants, PC PO Box 1781, Joplin, MO 64802 Phone - 417-782-4919, Fax - 417-623-8400 Client Tax Organizer Tax Year 2017 Personal and Dependent Information
Your Complete Guide to Contractor Expenses
Your Complete Guide to Contractor Expenses We re Regulated so you re Protected. Contractor Expenses an overview As a contractor operating through your own Limited Company, you are able to claim legitimate
S-Corporation: EIN Name Date Incorporated Date of S-Election Address: Mailing Address Suite # City State Zip Code
S-Corporation: EIN Name Date Incorporated Date of S-Election Address: Mailing Address Suite # City State Zip Code Contact Name: Email: Contact Phones: (Office) (Home) (Mobile) Contact Mailing Address Suite
2016 Self-Employment Questionnaire
2016 Self-Employment Questionnaire Thank you for completing this questionnaire completely and accurately. This is a very important step in analyzing your tax position for the year. By doing so, you provide
SG&A AND EXPENSE CATEGORIZATION POLICY
fjrake,&scull QHSE Ref. No. IMS/FIN/SGA/05Rev. 01 SG&A AND EXPENSE CA TEGORIZA TION 21st May2009 SG&A AND EXPENSE CATEGORIZATION POLICY Rev Date Revision Record 21/05/09 First issue for approval Page 1
hardy, wrestler and associates Certified Public Accountants, PC
hardy, wrestler and associates Certified Public Accountants, PC PO Box 1781, Joplin, MO 64802 Phone - 417-782-4919, Fax - 417-623-8400 Client Tax Organizer Tax Year 2016 Personal and Dependent Information
TAX RESOURCES TAX DEDUCTIONS OVERVIEW
freelancers union TAX RESOURCES TAX DEDUCTIONS OVERVIEW As a freelancer, your taxes can get pretty complicated. Welcome to the labyrinthine world of deductions! Even if you have an accountant prepare your
Rental and Royalty Income 10
Rental and Royalty Income 10 TSJ ]]]]]]]]]]] Type of property ]]] Have you prepared or will you prepare all required Forms 1099? ]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]] 2015 2014 Ownership percentage if not
CHECK HERE IF THE PART 1 INFORMATION IS THE SAME AS LAST YEAR, THEN SKIP TO PART 2. # of months
CLIENT INFORMATION WORKSHEET PART 1: PERSONAL INFORMATION CHECK HERE IF THE PART 1 INFORMATION IS THE SAME AS LAST YEAR, THEN SKIP TO PART 2 NAME: SOCIAL SECURITY # DATE OF BIRTH: SPOUSE NAME: SOCIAL SECURITY
PERSONAL INFORMATION (Returning clients please list any changes from last year)
PERSONAL INFORMATION (Returning clients please list any changes from last year) Taxpayer (TP) Name SSN Birth Date Phone No. Occupation Spouse (SP) Name SSN Birth Date Phone No. Occupation Street City State
Teammate Travel and Entertainment Policy
PURPOSE GENCO ATC s Travel and Entertainment (T&E) policy is intended to accomplish the following objectives: Ensure that teammates have a clear understanding of GENCO ATC s T&E policies and procedures
TAX SOLUTIONS PARTNERSHIP TAX ORGANIZER FORM 1065
TAX SOLUTIONS PARTNERSHIP TAX ORGANIZER FORM 1065 Enclosed is an organizer that we provide to our tax clients to assist in gathering the information necessary to prepare the current year tax returns. The
CYNTAX, LLC 908 Merchants Walk, Huntsville, AL Phone: FAX:
CYNTAX, LLC 908 Merchants Walk, Huntsville, AL 35801 Phone: 256-518-2239 FAX: 256-518-2297 www.cyntax-hsv.com 2016 INCOME TAX INFORMATION Taxpayer s Full Name Spouse s Full Name Soc. Sec. No. Date of Birth
The Lee Accountancy Group, Inc th Street Oakland, CA
January 22, 2016 The Lee Accountancy Group, Inc. 369 13th Street Oakland, CA 94612-2636 Client, Dear : The Tax Organizer will assist you in collecting and reporting information necessary for us to properly
General Tax Tips. Self-Employment Overview:
General Tax Tips Self-Employment Overview: As an Independent Sales Consultant with Norwex, you are a business owner. Treat your Norwex business as you would any other business. You will most likely file
Rental and Royalty Income and Expenses 10
Rental and Royalty Income and Expenses 10 TSJ ]]]]]]]]]]] Type of property ]]] Have you prepared or will you prepare all required Forms 1099? ]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]]] 2011 2010 Ownership percentage
Allen L. Kockler Company 2018 Tax Organizer
Client Information: Returning Client New Client If a new client, please bring a copy of your 2017 tax return 2017 Preparer Allen Kockler Jon Augustus Mark Moore Taxpayer Name Spouse Name Taxpayer DOB Spouse
The Restaurant Wizard Restaurant Fast Food Chart of Accounts
4113 Carryout Food $0.00 4114 Catering Offsite Food Sales $0.00 4115 Delivery Food $0.00 4116 Dining Room Food Sales $0.00 4110 Total Food Sales 0.0% $0.00 Normal Revenue $0.00 4130 Misc. Sales Income
Business & Tax Planning for Real Estate Professionals. Jo Ann M. Koontz, Esq., CPA
Business & Tax Planning for Real Estate Professionals Jo Ann M. Koontz, Esq., CPA Should I Form a Business? Considerations Tax Benefits Liability Protection Future Goals/Plans for the Business Expense
Business & Tax Planning for Real Estate Professionals
Business & Tax Planning for Real Estate Professionals Jo Ann M. Koontz, Esq., CPA Should I Form a Business? Considerations Tax Benefits Liability Protection Future Goals/Plans for the Business Expense
2010 Tax Organizer 2010
2010 Tax Organizer 2010 NEW CLIENT(S) YES. Taxpayer First Name: Middle Initial: Suffix: Last Name: Social Security Number: Date of Birth: Occupation: Company/Base: Cell Phone: Home Phone: GENERAL INFORMATION
Laguna-Business-Services, LLC Fax:
Laguna-Business-Services, LLC. www.lbservices.com 480.967.4702 Fax: 480.753.6755 2017 Income Tax Checklist Please review the following 2017 checklist information. Provide statements or receipts for any
Income Tax Guide and Organizer for 2017
Income Tax Guide and Organizer for 2017 Email: rwa@blueriver.net Web site: www.rwataxservice.com phone: 812.586.0420 Before doing the booklet, please print out or read the informational sheet as it has
EXPENSE TYPE MATRIX. Expense Categorization & Supporting Documentation
EXPENSE TYPE MATRIX Expense Categorization & Supporting Documentation Note: Areas where local cost controls are applied more tightly than in the Employee Business & Travel policy are outlined the Appendix.
2016 SELF-EMPLOYMENT INCOME ORGANIZER
2016 SELF-EMPLOYMENT INCOME ORGANIZER Please complete the following questionnaire in its entirety and return it to us to make sure we have the most accurate information on file, in order that we can prepare
CHILD CARE QUESTIONNAIRE Service Code Business Owner s Name: Name of Business: Address of Business:
SK Accounting 2650 Larkspur Ln Ste G Redding, CA 96002 (530)222-8851 Office (530)222-8868 Fax Shannon@skaccounting.net CHILD CARE QUESTIONNAIRE Service Code 624410 Business Owner s Name: Name of Business:
TAX ORGANIZER for the year ended December 31, 2012 PHONE H W H W. Full name Date of birth Social Security No. Full-time student?
TAX ORGANIZER for the year ended December 31, 2012 2012 Taxpayer Spouse NAME SOC. SEC. # OCCUPATION BIRTHDATE PHONE H W H W EMAIL ADDRESS: ADDRESS MARITAL STATUS AT DECEMBER 31 Please list dependent children
1. Book 2 appointments Daily: 2. Sell (2+2+2): 3. Coach: 4. Interview: 5. Help Team Member: 6. Everything else (9pm 9am): What is it?
Class 6: Time & Money Management Time Management Success is hidden in your daily routine John Maxwell 6 Most Important Things to Do List (Sample in your MK datebook) 1. Book 2 appointments Daily: 2. Sell
2016 INDIVIDUAL TAX ORGANIZER - FORM 1040
2016 INDIVIDUAL TAX ORGANIZER - FORM 1040 If we did not prepare your prior year returns, provide a copy of federal and state returns for t he three previous years. Taxpayer Name-------------- Spouse's
INDIVIDUAL TAX ORGANIZER LETTER (FORM 1040)
INDIVIDUAL TAX LETTER If we did not prepare your prior year returns, provide a copy of federal and state returns for the three previous years. Complete pages 1 through 4 and all applicable sections. Taxpayer
VITA - VOLUNTEER INCOME TAX ASSISTANCE 2017 YOU MUST PRESENT ALL SOCIAL SECURITY CARD(s) OR COPY(IES)
VITA - VOLUNTEER INCOME TAX ASSISTANCE 2017 YOU MUST PRESENT ALL SOCIAL SECURITY CARD(s) OR COPY(IES) PLEASE READ AND SIGN THIS FORM Paid-up members of AEA and SAG-AFTRA may avail themselves of a free
INDIVIDUAL TAX ORGANIZER LETTER FORM 1040
Certified Public Accountants 6678 First Avenue South St. Petersburg, Florida 33707-1320 millsandmahon.com TEL: (727) 345-5147 FAX: (727) 347-5514 EMAIL: bernycpa@tampabay.rr.com INDIVIDUAL TAX ORGANIZER
Individual Income Tax Organizer 2016
MICHAEL R. ANLIKER, CPA, P.C. 5348 Twin Hickory Rd. Glen Allen, VA 23059 TELEPHONE: (804) 237-6044 FAX: (804) 237-6064 www.anlikerfinancial.com Individual Income Tax Organizer 2016 This Tax Organizer is
Hickman & Hickman, PLLC 1248 Freiheit Rd, #200, New Braunfels, TX 78130
Hickman & Hickman, PLLC 1248 Freiheit Rd, #200, New Braunfels, TX 78130 This organizer is designed to help clients identify items needed to thoroughly prepare individual income tax returns. Please check
2017 MNCPA TAX GUIDE FOR MINNESOTA LEGISLATORS
2017 MNCPA TAX GUIDE FOR MINNESOTA LEGISLATORS MEMBERS OF THE MINNESOTA LEGISLATURE: On behalf of the approximately 9,000 members of the Minnesota Society of Certified Public Accountants (MNCPA), we are
MAILING ADDRESS (If different from address for tax return):
D L H LIST OF DEDUCTIONS by Dena Lacy Hartzell, CPA, Ltd. Inc. Dena Lacy Hartzell, CPA. Ltd. Inc. 7048 MORALES CIRCLE, LAS VEGAS, NV 89119 Phone: (702) 361-3914 FAX: (702) 361-1278 mail@denahcpa.com www.denahcpa.com
2015 TAX ORGANIZER 2015
2015 TAX ORGANIZER 2015 New Client(s) General Information Returning Client(s) Taxpayer Spouse First Name First Name Middle Initial Suffix Middle Initial Suffix Last Name Last Name Social Security Number
ROBERT C. ROWLAND, CPA 4380 N. Campbell Ave., Suite 204 Tucson, AZ (520) Fax rowlandtax.
INCOME TAX ORGANIZER TAX YEAR 2017 PAGE 1 ROBERT C. ROWLAND, CPA 4380 N. Campbell Ave., Suite 204 Tucson, AZ 85718 (520) 319-0077 Fax 319-0076 robert@rowlandtax.com rowlandtax.com We are in St. Philips
An Overview of Recordkeeping for Sole Proprietors
An Overview of Recordkeeping for Sole Proprietors (and a companion spreadsheet for tracking income & expenses) Here's a guide to help you track your business income and expenses. It is designed to help
2018 TAX PREPARATION AGREEMENT
2018 TAX PREPARATION PACKAGE Michael Turner, CPA/CF PO. Box 1807, Wimberley, TX 78676 Mike@miketurnercpa.com PHONE 512-757-4500 MikeTurnerCPA.com 2018 TAX PREPARATION AGREEMENT Date Taxpayer Name Spouse's
Title Income and Expenses for Independent Agents. Page 1 of 6
Calendar Year 2017 Agency Name Underwriter CLUP(s) Contact(s) Income Section Zone 1 Zone 2 ALL ZONES Income Category Item Count Revenue Item Count Revenue Revenue 1 Policy Charges 2 Endorsements 3 Special