SUN-KAP ENTERPRISES,LLC TAX AND FINANCIAL PLANNING 1260 Huntington Dr., Suite 205 South Pasadena, CA Phone Fax
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1 SUN-KAP ENTERPRISES,LLC TAX AND FINANCIAL PLANNING 1260 Huntington Dr., Suite 205 South Pasadena, CA Phone Fax NOTE: REMEMBER TO BRING ALL OF YOUR W-2, 1099, 1098, K-1 AND ESCROW FORMS AND ALL OF YOUR YEAR END BANK STATEMENTS AND LOAN STATEMENTS. PLEASE FILL OUT BOTH SIDES OF EACH PAGE COMPLETELY. APPOINMENT INFORMATION DAY: DATE: TIME: Taxpayers Name: Spouses Name: City, State, Zip: Last Name: Last Name: Home Phone: Cell Phone: GENERAL Birth Date Social Security Number Occupation Taxpayer: Spouse: DEPENDENTS Note: Social Security Numbers Mandatory Name In Full Birth Date Social Security No. Relationship Months At Home HEALTH INSURANCE DID YOU HAVE HEALTH INSURANCE AT ANY TIME DURING THE YEAR? YES NO INSURANCE WAS PROVIDED BY?: EMPLOYER PRIVATE PLAN MARKETPLACE INSURED DURING All Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec (COVERED CA) EMPLOYED DURING Note: Please bring all Form 1095's WAGES, SALARIES, AND TIPS RECEIVED Please Bring Your W-2's, 1099's, and K-1's AMOUNTS PAID ON ESTIMATED TAX Due Date: Federal Paid: Date Paid: State Paid: Date Paid: 1 st Payment Due 4/15/17 2 nd Payment Due 6/15/17 3 rd Payment Due 9/15/17 4 th Payment Due 1/15/18 Extention Payment Due 4/15/18 PENSION AND RRETIREMENT PLAN INCOME Type of Fund Taxpayer Spouse Distributions From an IRA: Disributions From a Keough: Distributions From a Pension: Distributions From a SEP: Social Security Benefits: : MISCELLANEOUS INCOME State Income Tax Refund: Unemployment Compensation: Unemployment Repaid: Alimony Received/Paid: State Lottery Winnings: State Lottery Losses: Gambling Winnings: Gambling Losses: :
2 SUN-KAP ENTERPRISES, LLC INTEREST INCOME Bring 1099-INT, -OID Payer : Payer : Seller- Financed Mortgages Name: Address : Seller Financed Mortgages Name: : SS# or EIN# SS# or EIN# DIVIDEND INCOME Bring 1099-DIV, etc. Ordinary Dividends Qualified Dividends Capital Gain 1250 Gain US Bonds In State Bonds Payer: SALE OR EXCHANGE OF STOCKS, BONDS, OR OTHER QTY Description Basis to IRS=B, Not to IRS=1 No 1099=2 Bring 1099-B and Confirmations Date Acquired Date Sold Sales Price Cost & Exp PARTNERSHIP, ESTATE, TRUST, S-CORP If you bought or sold a K-1 during 2017, please list the entity name Bring K-1 Forms
3 SUN-KAP ENTERPRISES, LLC Medicine, Drugs, and Insulin Total Premium Total Doctors, Dentist, etc. Orthopedic Equipment Lab Fees and X-Rays Travel Expenses Reimbursement MEDICAL EXPENSES Total Hospital, Clinics and Hospice Glasses, Hearing Aids, Batteries, etc. State Tax for Prior Years Real Estate Taxes, Home TAX EXPENSE Real Estate Taxes, Investment Auto, Truck Licensing Fees Boat Licensing Fees Personal Property Tax Home Mortgage Name Mortgage Paid to Individual Name City, State,Zip Loan Points Paid in 2017 Investment, Land Number of Vehicles (Boat or Office Equipment) INTEREST EXPENSE Investment, Brokerage House of Worship Payroll Deductions Cancer/Heart Fund United Way Goodwill/Salvation Army (Actual ) SS# CHARATABLE CONTRIBUTIONS Please bring receipts CASUALTY-THEFT Bring or Police Report and List of Damages MISCELLANEOUS DEDUCTIONS Bond for Employment Business Gifts ($25 per person per year) Business Telephone Cellular Charges (Business Only) Clerical Services Computer Credential Renewal Income Protection Expense (Legal, etc.) Investment Income Expense Job Search Mileage Laundry & Uniform Meals & Entertainment (Business Only) Military - Lodging Military - Uniform Military - Cleaning On-line Service Postage / Delivery Printing Professional Dues & Subscriptions Professional Supplies Promotion Research Expense Safe Deposit Box Rental Safety Equipment Tax Consultation Tax Preparation Fee Technical References Trade Journals Work Tools Travel (Actual ) If a single donation is $250 or more, Please bring written verification
4 SUN-KAP ENTERPRISES, LLC MOVING EXPENSE TRAVEL EXPENSE EDUCATION EXPENSE Date Left / / 2017 State: Date Arrived / / 2017 State: From Former Residence to Pre-Move House-Hunting Travel to New Home Meals Away From Home Transportation - Household Goods Temporary Quarters Storage Fees New Job Site Old Job Site Meals & Entertainment Local Transportation Parking Fees & Tolls Lodging Car Rental Airfare Laundry & Cleaning Tips & Baggage Total Driven Tuition & Registration Books & Supplies Printing & Copying Transcripts Parking & Tolls Transportation AUTOMOBILE EXPENSE VEHICLE #1 AUTOMOBILE EXPENSE VEHICLE #2 Total Driven Total Business Total Commute Gasoline & Oil Parking & Tolls Tires & Bstteries Lease Payments Total Driven Total Business Total Commute Gasoline & Oil Parking & Tolls Tires & Bateries Lease Payments Landlords Name: RENTER'S CREDIT Name: HOUSEHOLD EMPLOYEES Property Landlord's Paid: Landlord's Telephone #: Social Security Number: Dates Rented / / 2017 to / / 2017 Dates Worked / / 2017 to / /2017 CHILD & DEPENDENT CARE INFORMATION Number of Qualifying Dependents (Required): Caretakers Name: City, State, Zip: Identifying Number (required): Paid in 2017: Phone Number: EDUCATION CREDITS Students Name: Schools EIN#: of Education Expense: Year in College: Phd STUDENT LOAN INTEREST : Date the Loan Started Accruing : Contributions to Taxpayer's IRA Contributions to Taxpayer's Keogh Contributions to Taxpayer's SEP ADJUSTMENTS TO INCOME Contributions to Spouse's IRA Contributions to Spouse's Keogh Contributions to Spouse's SEP Alimony Paid Ex-spouse: Ex-spouse: SS#: : SS#: :
5 Business Name: City, State, Zip: Employer ID#: Gross Receipts / Total Income Returns & Allowances Beginning Inventory Purchases Cost of Items for Personal Use Cost of Labor Material & Supplies Costs Ending Inventory Accounting Advertising Amortization (Bring Schedule) Bad Debt Bank Service Charges Car & Truck Expense Cell Phone Computer Commissions Depreciation Dues & Publications Education Expense Employee Benefit Programs Freight & Delivery Expense Janitorial Service Mortgage Laundry & Cleaning Legal & Professional License & Permits Meals & Entertainment (@ 100%) Office Expense BUSINESS INCOME AND EXPENSE SCHEDULE C ( ) ( ) List here all assets bought or sold by the business during 2017: Business Activity: SUN-KAP ENTERPRISES, LLC Accounting Method: Cash Accrual Inventory Method: Cost Lower C/M Who Operates This Business: Taxpayer Spouse Outside Services Parking Pension & Profit Sharing Plans Postage Printing Rent or Lease of Security & Safety Storage Supplies Taxes Telephone Tools Travel Utilities Wages : Machinery / Equipment Business Property Business Payroll Property / Total Airfare Lodging Meals / Total
6 Location & Description of Property Property No. 1 Property No. 2 Property No. 3 Property No. 4 Property No. 5 Property No. 6 RENTAL INCOME AND EXPENSE Date Acquired SUN-KAP ENTERPRISES, LLC No. Days Personal Use Ownership Percentage Percent Owner Occupied Enter Income and Expense s at 100% Prop #1 Prop #2 Prop #3 Prop #4 Prop#5 Prop #6 TOTAL GROSS INCOME RECEIVED Advertising Association Dues Auto & Travel Cleaning & Maintenance Commissions Office Expense Pest Control Mortgage Paid to Banks Legal & Professional Licenses & Permits Management Fees Salaries& Wages Security & Safety Supplies Taxes Trash Removal Telephone Utilities Replacements Carpenter & Screens Plumbing & Electrical Painting & Decorating Roof Repair Property / Real Estate Gardening & Landscape Depreciation TOTALS Be sure to bring your Escrow Papers, County Tax Bill or other proof of costs, and receipts for any large purchases
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