Prepared By: Sample. Prepared For: 2015 Client Organizer. This information is complete and correct to the best of my (our) knowledge.

Transcription

1 /29/2015 Pg 1 Prepared By: EXACTAX TEST 1100 E. ORANGETHROPE AVE SUITE 100 ANAHEIM, CA Prepared For: OHN & MARY DOE ORANGETHORPE STREET ANAHEIM, CA Client Organizer This information is complete and correct to the best of my (our) knowledge. Taxpayer signature Date Spouse signature Date

2 /29/2015 Pg 2 EXACTAX TEST 1100 E. ORANGETHROPE AVE SUITE 100 ANAHEIM, CA OHN & MARY DOE ORANGETHORPE STREET ANAHEIM, CA Dear OHN & MARY: This letter is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared to confirm the following arrangements. We will prepare your 2015 federal and state income tax returns from information which you will furnish to us. We will not audit or otherwise verify the data you submit, although it may be necessary to ask you for clarification of some of the information. We will furnish you with questionnaires and worksheets to guide you in gathering the necessary information. Your use of such forms will assist in keeping the fee to a minimum. It is your responsibility to provide all the information required for the preparation of complete and accurate returns. You should retain all the documents, cancelled checks and other data that form the basis of income and deductions. These may be necessary to prove the accuracy and completeness of the returns to a taxing authority. You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them. Our work in connection with the preparation of your income tax returns does not include any procedures designed to discover defalcations and/or irregularities, should any exist. We will render such accounting and bookkeeping assistance as determined to be necessary for preparation of the income tax returns. The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please contact us. Your returns may be selected for review by the taxing authorities. Any proposed adjustments by the examining agent are subject to certain rights of appeal. In the event of such government tax examination, we will be available upon request to represent you and will render additional invoices for the time and expenses incurred. Our fee for these services will be based upon the amount of time required at standard billing rates plus out-of-pocket expenses. All invoices are due and payable upon presentation. If the foregoing fairly sets forth your understanding, please sign the enclosed copy of this letter in the space indicated and return it to our office. However, if there are other tax returns you expect us to prepare, please inform us by noting so at the end of the return copy of this letter.

3 /29/2015 Pg 3 We want to express our appreciation for this opportunity to work with you. Very truly yours, EXACTAX TEST Accepted By: Date:

4 EXACTAX TEST 1100 E. ORANGETHROPE AVE SUITE 100 ANAHEIM, CA OHN & MARY DOE ORANGETHORPE STREET ANAHEIM, CA Dear OHN & MARY: This Tax Organizer is designed to help you gather the tax information needed to prepare your 2015 personal income tax return. To help you complete the organizer with minimal time and effort, when available, you will find certain information from your 2014 personal income tax return. In your Tax Organizer, all social security numbers and bank account numbers have been replaced with asterisks (***-**-****) and (****1234) to protect your privacy and personal information. If you need to change or update a social security number or bank account information, please contact this office. Do not indicate the social security number or bank account change on your Tax Organizer. When you receive your completed tax return(s), please review all social security numbers and bank account information for accuracy. Report any discrepancies to this office immediately. Enter 2015 information on the Tax Organizer pages provided. If any information does not apply to you or is incorrect, please draw a line through it or make the necessary corrections. The Client Questionnaire asks about pertinent tax items necessary for preparing the most accurate tax return possible. Please answer all applicable questions and attach a statement when necessary for additional information not provided in the Client Organizer. We will also need the following information: - Forms W-2 for wages, salaries and tips. - All Forms 1099 for interest, dividends, retirement, miscellaneous income, Social Security, state or local refunds, gambling winnings, etc. - Brokerage statements showing investment transactions for stocks, bonds, etc. - Schedule K-1 from partnerships, S corporations, estates and trusts. - Statements supporting deductions for mortgage interest, taxes, and charitable contributions (including any Form 1098-C). - Copies of closing statements regarding the sale or purchase of real property. - Legal papers for adoption, divorce, or separation involving custody of your dependent children. - Any tax notices sent to you by the IRS or other taxing authority. - A copy of your income tax return from last year, if not prepared by this office. IRS regulations require paid tax preparers who expect to prepare and file 11 or more federal individual or trust tax returns to file them electronically. To comply with this requirement your

5 return will be electronically filed this year. The benefits of e-filing include a secure way to file tax returns and it provides proof of acceptance that the IRS has accepted your return for processing. Contact this office if you prefer your return be filed on paper. Thank you for the opportunity to serve you. Sincerely, EXACTAX TEST

6 /29/2015 Pg 6 Questions Please check the appropriate box and include all necessary details and documentation. Yes No Personal Information Did your marital status change during the year? If yes, explain: Did you get married to a same-sex spouse in a state that legally recognizes same-sex marriage? If yes, explain: Did your address change from last year? Can you be claimed as a dependent by another taxpayer? Did you change any bank accounts that have been used to direct deposit (or direct debit) funds from (or to) the IRS or other taxing authority during the tax year? Dependent Information Were there any changes in dependents from the prior year? If yes, explain: Do you have any children under age 19 or a full-time student under age 24 with unearned income in excess of $2,000? Do you have dependents who must file a tax return? Did you provide over half the support for any other person(s) other than your dependent children during the year? Did you pay for child care while you worked or looked for work? Did you pay any expenses related to the adoption of a child during the year? If you are divorced or separated with child(ren), do you have a divorce decree or other form of separation agreement which establishes custodial responsibilities? Purchases, Sales and Debt Information Did you start a new business or purchase rental property during the year? Did you acquire a new or additional interest in a partnership or S corporation? Did you sell, exchange, or purchase any real estate during the year? Did you purchase or sell a principal residence during the year? Did you foreclose or abandon a principal residence or real property during the year? Did you acquire or dispose of any stock during the year? Did you take out a home equity loan this year? Did you refinance a principal residence or second home this year? Did you sell an existing business, rental, or other property this year? Did you lend money with the understanding of repayment and this year and it became totally uncollectable? Did you have any debts canceled or forgiven this year, such as home mortgage or student loans? Did you purchase a qualified plug-in electric drive vehicle or qualified fuel cell vehicle this year? Income Information Did you have any foreign income or pay any foreign taxes during the year, directly or indirectly, such as from investment accounts, partnerships or a foreign employer? Did you receive any income from property sold prior to this year? Did you receive any unemployment benefits during the year? Did you receive any disability income during the year? Did you receive tip income not reported to your employer this year?

7 /29/2015 Pg 7 Did any of your life insurance policies mature, or did you surrender any policies? Did you receive any awards, prizes, hobby income, gambling or lottery winnings? Do you expect a large fluctuation in income, deductions, or withholding next year? Retirement Information Are you an active participant in a pension or retirement plan? Did you receive any Social Security benefits during the year? Did you make any withdrawals from an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan? Did you receive any lump-sum payments from a pension, profit sharing or 401(k) plan? Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan? Education Information Did you, your spouse, or your dependents attend a post-secondary school during the year, or plan to attend one in the coming year? Did you have any educational expenses during the year on behalf of yourself, your spouse, or a dependent? Did anyone in your family receive a scholarship of any kind during the year? Did you make any withdrawals from an education savings or 529 Plan account? Did you pay any student loan interest this year? Did you cash any Series EE or I U.S. Savings bonds issued after 1989? Did you make any contributions to an education savings or 529 Plan account? Health Care Information Did you have qualifying health care coverage, such as employer-sponsored coverage or government-sponsored coverage (i.e. Medicare/Medicaid) for every month of 2014 for your family? "Your family" for health care coverage refers to you, your spouse if filing jointly, and anyone you can claim as a dependent. Did anyone in your family qualify for an exemption from the health care coverage mandate? Did you enroll for lower cost Marketplace Coverage through healthcare.gov under the Affordable Care Act? If yes, please provide any Form(s) 1095-A you received. Did you make any contributions to a Health savings account (HSA) or Archer MSA? Did you receive any distributions from a Health savings account (HSA), Archer MSA, or Medicare Advantage MSA this year? Did you pay long-term care premiums for yourself or your family? If you are a business owner, did you pay health insurance premiums for your employees this year? Itemized Deduction Information Did you incur a casualty or theft loss or any condemnation awards during the year? Did you pay out-of-pocket medical expenses (Co-pays, prescription drugs, etc.)? Did you make any cash or noncash charitable contributions (clothes, furniture, etc.)? If yes, please provide evidence such as a receipt from the donee organization, a canceled check, or record of payment, to substantiate all contributions made. Did you donate a vehicle or boat during the year? If yes, attach Form 1098-C or other written acknowledgement from the donee organization. Did you have an expense account or allowance during the year? Did you use your car on the job, for other than commuting? Did you work out of town for part of the year? Did you have any expenses related to seeking a new job during the year? Did you make any major purchases during the year (cars, boats, etc.)? Did you make any out-of-state purchases (by telephone, internet, mail, or in person) for which the seller did not collect state sales or use tax?

8 /29/2015 Pg 8 Miscellaneous Information Did you make gifts of more than $14,000 to any individual? Did you utilize an area of your home for business purposes? Did you engage in any bartering transactions? Did you retire or change jobs this year? Did you incur moving costs because of a job change? Did you pay any individual as a household employee during the year? Did you make energy efficient improvements to your main home this year? Did you receive a distribution from, or were you a grantor or transferor for a foreign trust? Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country? Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity? Did you receive correspondence from the State or the Internal Revenue Service? If yes, explain: Did you receive an Identity Protection PIN from the Internal Revenue Service or have you been a victim of identity theft? If yes, attach the IRS letter. Do you want to designate $3 to the Presidential Election Campaign Fund? If you check yes, it will not change your tax or reduce your refund.

9 /29/2015 Pg 9 Form ID: 1040 Personal Information 1 Filing (Marital) status code (1 = Single, 2 = Married filing joint, 3 = Married filing separate, 4 = Head of household, 5 = Qualifying widow(er)) Mark if you were married but living apart all year Mark if your nonresident alien spouse does not have an Individual Taxpayer Identification Number (ITIN) Taxpayer Social security number First name OHN Last name DOE DOE Occupation ARCHITECT Designate $3.00 to the presidential election campaign fund? (1 = Yes, 2 = No, 3 = Blank) Mark if dependent of another taxpayer Taxpayer with income less than 1/2 support age 18 or full time student? (Y, N) Mark if legally blind Date of birth Date of death Work/daytime telephone number/ext number Home/evening telephone number Do you authorize us to discuss your return with the IRS? (Y, N) Address Apartment number City, state postal code, zip code Foreign country name In care of addressee Present Mailing Address ORANGETHORPE STREET Dependent Information Spouse ***-**-**** ***-**-**** MARY RETIRED /17/ /15/ Y ANAHEIM CA (*Please refer to Dependent Codes located at the bottom) Care Months*** Dep expenses in Codes paid for First Name Last Name Date of Birth Social Security No. Relationship home * ** dependent RICHARD DOE 11/12/2014***-**-**** SON Name of child who lived with you but is not your dependent Social security number of qualifying person Dependent Codes *Basic 1 = Child who lived with you **Other 1 = Student (Age 19 23) 2 = Child who did not live with you 2 = Disabled dependent 3 = Other dependent 3 = Dependent who is both a student and disabled 5 = Qualifying child for Earned Income Credit only 6 = Children who lived with you, but do not qualify for Earned Income Credit 7 = Children who lived with you, but do not qualify for Child Tax Credit 8 = Children who lived with you, but do not qualify for Child Tax Credit or Earned Income Credit ***Months77 = Reported on odd year return 88 = Reported on even year return 99 = Not reported on return GENERAL Form ID: 1040

10 /29/2015 Pg 10 Form ID: Info Client Contact Information Preparer Enter on Screen Contact 2 Tax matters person (Indicate which spouse handles tax return related questions) (Blank = Both, T = Taxpayer, S = Spouse) Taxpayer address Spouse address Fax telephone number Mobile telephone number Mobile telephone #2 number Pager number Other: Telephone number Extension Preferred method of contact: NOTES/QUESTIONS: Taxpayer , Work phone, Home phone, Fax, Mobile phone, Mobile phone #2 Spouse GENERAL Form ID: Info

11 /29/2015 Pg 11 Form ID: ELF Electronic Filing IRS regulations require paid tax preparers who expect to prepare a certain amount of federal individual tax returns to file them electronically To comply with this requirement your return will be electronically filed this year if it qualifies for electronic filing under IRS rules. Taxpayers may choose to file a paper return instead of filing electronically. Mark if you want to file a paper return even if you qualify for electronic filing Receive notification(s) when your electronic file is accepted by the taxing agency (Blank = None, 1 = Return, 2 = Return & Extension) If 1 or 2, please provide address on Organizer Form ID: Info Mark if you are filing a balance due return electronically and you want to pay the amount due by debiting your financial institution account The IRS requires a Personal Identification Number (PIN) be used in signing returns that are electronically filed. Each taxpayer and spouse, if applicable, must provide a 5 digit self selected PIN of your choice other than all zeroes. Taxpayer self selected Personal Identification Number (PIN) Spouse self selected Personal Identification Number (PIN) 4 NOTES/QUESTIONS: ELECTRONIC FILING Form ID: ELF

12 /29/2015 Pg 12 Form ID: Est Estimated Taxes 5 If you have an overpayment of 2015 taxes, do you want the excess: Refunded Applied to 2016 estimated tax liability Do you expect a considerable change in your 2016 income? (Y, N) If yes, please explain any differences: Do you expect a considerable change in your deductions for 2016? (Y, N) If yes, please explain any differences: Do you expect a considerable change in the amount of your 2016 withholding? (Y, N) If yes, please explain any differences: Do you expect a change in the number of dependents claimed for 2016? (Y, N) If yes, please explain any differences: Mark if you use the Electronic Federal Tax Payment System (EFTPS) to pay your estimated taxes 2015 Federal Estimated Tax Payments 2014 overpayment applied to 2015 estimates Mark if you paid the calculated amounts on the dates due indicated below. Skip the remaining fields. If your estimated payments were not made on the date due or were for an amount other than the calculated amount below, please enter the actual date and amount paid. Date Due Date Paid if After Date Due Amount Paid Calculated Amount 1st quarter payment 4/15/15 2nd quarter payment 6/15/15 3rd quarter payment 9/15/15 4th quarter payment 1/15/16 Additional payment 6,000 6,000 6,000 6,000 Method* VOUCHER VOUCHER VOUCHER VOUCHER *Method of payment indicated in prior year EFW = Electronic funds withdrawal EFTPS = Electronic Federal Tax Payment System Voucher = Form 1040 ES estimated tax payment voucher NOTES/QUESTIONS: Control Totals PAYMENTS Form ID: Est

13 /29/2015 Pg 13 Form ID: St Pmt Taxpayer/Spouse/oint (T, S, ) State postal code 2015 State Estimated Tax Payments 6 CA Amount paid with 2014 return 2014 overpayment applied to '15 estimates Treat calculated amounts as paid 3,481 Date Paid Amount Paid Calculated Amount 1st quarter payment 2nd quarter payment 3rd quarter payment 4th quarter payment Additional payment 2015 City Estimated Tax Payments City #1 City #2 City name City name Amount paid with 2014 return Amount paid with 2014 return 2014 overpayment applied to '15 estimates 2014 overpayment applied to '15 estimates Treat calculated amounts as paid Treat calculated amounts as paid Date Paid Amount Paid Date Paid Amount Paid 1st quarter payment 1st quarter payment 2nd quarter payment 2nd quarter payment 3rd quarter payment 3rd quarter payment 4th quarter payment 4th quarter payment Calculated Amount 1st quarter payment 2nd quarter payment 3rd quarter payment 4th quarter payment Calculated Amount 1st quarter payment 2nd quarter payment 3rd quarter payment 4th quarter payment City #3 City #4 City name City name Amount paid with 2014 return Amount paid with 2014 return 2014 overpayment applied to '15 estimates 2014 overpayment applied to '15 estimates Treat calculated amounts as paid Treat calculated amounts as paid Date Paid Amount Paid Date Paid Amount Paid 1st quarter payment 1st quarter payment 2nd quarter payment 2nd quarter payment 3rd quarter payment 3rd quarter payment 4th quarter payment 4th quarter payment Calculated Amount 1st quarter payment 2nd quarter payment 3rd quarter payment 4th quarter payment Calculated Amount 1st quarter payment 2nd quarter payment 3rd quarter payment 4th quarter payment Control Totals PAYMENTS Form ID: St Pmt

14 /29/2015 Pg 14 Form ID: B 1 Interest Income Please provide copies of all Form 1099 INT or other statements reporting interest income. *Whole numbers will be treated as $ amounts. Enter percentages in the XXX.XX format. For example, enter 100% as or 75.5% as Type Interest Tax Exempt Penalty on U.S. Obligations* Tax Exempt* Foreign Taxes T/S/ Code (**See codes below) Income Income Early Withdrawal $ or % $ or % Paid Prior Year Information T 1 S Amounts Amounts Amounts Amounts Amounts Amounts Amounts Amounts Amounts Amounts MORGAN CHASE SAFEAMERICA VGD CA IT TAX-EX VGD HI-YLD TAX-EX VGD INTERM TAX-EX VGD LTD-TERM TAX EX VGD SHORT TAX-EX VGD TAX-EX MMKT % Blank = Regular Interest 3 = Nominee Distribution **Interest Codes 4 = Accrued Interest 5 = OID Adjustment 6 = ABP Adjustment 7 = Series EE & I Bond Control Totals INCOME Form ID: B 1

15 /29/2015 Pg 15 Form ID: B 2 Dividend Income Please provide copies of all Form 1099 DIV or other statements reporting dividend income. *Whole numbers will be treated as $ amounts. Enter percentages in the XXX.XX format. For example, enter 100% as or 75.5% as T Total U.S. Foreign S Type Ordinary Qualified Cap Gain 28% Tax Exempt Obligations* Tax Exempt* Taxes Code (**See codes below) Dividends Dividends Distributions Section 1250 Sec Capital Gain Dividends $ or % $ or % Paid 11 Prior Year Information T 1 Amounts SCHWAB T Amounts Amounts Amounts Amounts Amounts Amounts Amounts Amounts Amounts FIDELITY VALUE TR PRICE EQUITY INCOME VGD 500 INDEX ADM VGD CAPITAL OP ADM VGD DEV MARKETS ADM VGD EMERGING MKTS ADM VGD ENERGYADM VGD GLOBAL EQUITY VGD LONG-TERM INV ADM Blank = Other **Dividend Codes 3 = Nominee INCOME Control Totals Form ID: B 2

16 /29/2015 Pg 16 Form ID: B 2 Dividend Income Please provide copies of all Form 1099 DIV or other statements reporting dividend income. *Whole numbers will be treated as $ amounts. Enter percentages in the XXX.XX format. For example, enter 100% as or 75.5% as T Total U.S. Foreign S Type Ordinary Qualified Cap Gain 28% Tax Exempt Obligations* Tax Exempt* Taxes Code (**See codes below) Dividends Dividends Distributions Section 1250 Sec Capital Gain Dividends $ or % $ or % Paid 11 Prior Year Information Amounts Amounts Amounts Amounts Amounts Amounts Amounts Amounts Amounts Amounts VGD PREC METALS VGD REIT INDEX ADM VGD SMALL CAP ADM VGD WINDSOR ADM Blank = Other **Dividend Codes 3 = Nominee INCOME Control Totals Form ID: B 2

17 /29/2015 Pg 17 Form ID: D Sales of Stocks, Securities, and Other Investment Property 14 Please provide copies of all Forms 1099 B and 1099 S Did you have any securities become worthless during 2015? (Y, N) Did you have any debts become uncollectible during 2015? (Y, N) Did you have any commodity sales, short sales, or straddles? (Y, N) Did you exchange any securities or investments for something other than cash? (Y, N) T/S/ Description of Property Date Acquired Date Sold Gross Sales Price (Less expenses of sale) Cost or Other Basis Control Totals INCOME Form ID: D

18 /29/2015 Pg 18 Form ID: Income Other Income Information Prior Year Information State and local income tax refunds 3,481 6,445 Taxpayer Spouse Alimony received Unemployment compensation Unemployment compensation federal withholding Unemployment compensation state withholding Unemployment compensation repaid Alaska Permanent Fund dividends Self Employment Income? T/S/ (Y, N) 2015 Information Prior Year Information Other income, such as: Commissions, ury pay, Director fees, Taxable scholarships NOTES/QUESTIONS: Control Totals INCOME Form ID: Income

19 /29/2015 Pg 19 Form ID: C 1 Schedule C General Information 25 1 Preparer use only Taxpayer/Spouse/oint (T, S, ) Employer identification number Business name Principal business/profession Business code Business address, if different from home address on Organizer Form ID: 1040 Address City/State/Zip Accounting method (1 = Cash, 2 = Accrual, 3 = Other) If other: Inventory method (1 = Cost, 2 = LCM, 3 = Other) If other enter explanation: ARCHITECTURAL SERVICES 2015 Information Prior Year Information T Enter an explanation if there was a change in determining your inventory: Did you "materially participate" in this business? (Y, N) If not, number of hours you did significantly participate Mark if you began or acquired this business in 2015 Did you make any payments in 2015 that require you to file Form(s) 1099? (Y, N) If "Yes", did you or will you file all required Forms 1099? (Y, N) Mark if this business is considered related to qualified services as a minister or religious worker Did you receive wages as a statutory employee or as a minister? (1 = Statutory employee, 2 = Minister) Medical insurance premiums paid by this activity Long term care premiums paid by this activity Amount of wages received as a statutory employee Business Income Gross receipts and sales Returns and allowances Other income: Cost of Goods Sold Beginning inventory Purchases Labor: Materials Other costs: Ending inventory Control Totals 2015 Information Prior Year Information GROSS RECEIPTS AND SALES 35,000 OTHER INCOME 75, Information BUSINESS Y Y N Prior Year Information Form ID: C 1

20 /29/2015 Pg 20 Form ID: C 2 1 Preparer use only Principal business or profession Advertising Car and truck expenses Commissions and fees Contract labor Depletion Depreciation Employee benefit programs (Include Small Employer Health Ins Premiums credit): Insurance (Other than health): Interest: Mortgage (Paid to banks, etc.) Other: Legal and professional services Office expense Pension and profit sharing: Rent or lease: Vehicles, machinery, and equipment Other business property Repairs and maintenance Supplies Taxes and licenses: OTHER TAXES Travel, meals, and entertainment: Travel Meals and entertainment Meals (Enter 100% subject to DOT 80% limit) Utilities Wages (Less employment credit): Other expenses: TELEPHONE ACCOUNTING SERVICE GIFTS PARKING/TOLLS LICENSE INTERNET Schedule C Expenses 26 ARCHITECTURAL SERVICES 2015 Information Prior Year Information BUSINESS 2,098 Control Totals Form ID: C 2

21 /29/2015 Pg 21 Form ID: A 1 Schedule A Medical and Dental Expenses 52 T/S/ 2015 Information Prior Year Information Medical and dental expenses, such as: Doctors, Dentists, Hospital/nursing home fees, Lab/x ray fees, Medical supplies, Hearing aids, Eyeglasses/contact lenses, and Insurance reimbursements received DENTISTS, ETC Medical insurance premiums you paid: (Do not include pre tax amounts paid by an employer sponsored plan or amounts entered elsewhere, such as amounts paid for your self employed business (Sch C, Sch F, Sch K 1, etc.) or Medicare premiums entered on Form SSA 1099.) KAISER INSURANCE Long term care premiums you paid: (Do not include pre tax amounts paid by an employer sponsored plan or amounts entered elsewhere, such as amounts paid for your self employed business (Sch C, Sch F, Sch K 1, etc.)) Prescription medicines and drugs: Miles driven for medical items Schedule A Tax Expenses T/S/ T State/local income taxes paid: 2014 state and local income taxes paid in 2015: Real estate taxes paid: 1000 CABRILLO 1125 CABRILLO Personal property taxes: Other taxes, such as: foreign taxes and State disability taxes Sales tax paid on major purchases: Sales tax paid on actual expenses: VEHICLE LICENSE FEES 2015 Information Prior Year Information 13,300 ITEMIZED DEDUCTIONS Control Totals Form ID: A 1

22 /29/2015 Pg 22 Form ID: A 3 Charitable Contributions 54 T/S/ Contributions made by cash or check (including out of pocket expenses) T CASH CONTRIBUTIONS Volunteer miles driven Noncash items, such as: Goodwill/Salvation Army/clothing/household goods 2015 Information Prior Year Information Miscellaneous Deductions T/S/ 2015 Information Prior Year Information Unreimbursed expenses, such as: Uniforms, Professional dues, Business publications, ob seeking expenses, Educational expenses S NURSING EXPENSES Union dues: T Tax preparation fees Other expenses, subject to 2% AGI limit, such as: Legal/accounting/custodial fees Safe deposit box rental Investment expenses, other than on Schedule(s) K 1 or Form(s) 1099 DIV/INT: Other expenses, not subject to the 2% AGI limit: Gambling losses: (Enter only if you have gambling income) ITEMIZED DEDUCTIONS Control Totals Form ID: A 3

23 /29/2015 Pg 23 Form ID: 8829 C 1 Preparer use only Principal business or profession Taxpayer/Spouse/oint (T, S, ) State postal code Home Office General Information ARCHITECTURAL SERVICES 64 T CA Business Use of Home Total area of home Area used exclusively for business Information for day care facilities only: Total hours used for day care during this year Total hours used this year, if less than 8760 Special computation for certain day care facilities: Area used regularly and exclusively for day care business Area used partly for day care business 2015 Information Prior Year Information List as direct expenses any expenses which are attributable only to the business part of your home. List as indirect expenses any expenses which are attributable to the overall upkeep and running of your home Information Direct Expenses Indirect Expenses Mortgage interest: Mortgage insurance premiums Real estate taxes: Excess mortgage interest and insurance premiums Insurance Rent Repairs & maintenance Utilities Other expenses, such as: Supplies & Security system SECURITY Excess casualty losses Carryovers: Operating expenses Casualty losses Depreciation Business expenses not from business use of home, such as: Travel, Supplies, Business telephone expenses Depreciation Prior Year Information 1,508 1,507 NOTES/QUESTIONS: BUSINESS Control Totals Form ID: 8829

24 /29/2015 Pg 24 Form ID: Auto C 1 Preparer use only Description of business or profession Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Auto Worksheet If you used your automobile for business purposes, please complete the following information. Date placed in service Description Comments Date placed in service Description Comments Date placed in service Description Comments Date placed in service Description Comments ARCHITECTURAL SERVICES BMW X3 Vehicles Vehicle Questions 65 01/01/12 Vehicle Prior Vehicle Prior Vehicle Prior Vehicle 1 Year 2 Year 3 Year 4 If you used your automobile for work purposes, answer the following questions: Was the vehicle available for off duty personal use? (Y, N) Y Y Was another vehicle available for personal use? (Y, N) Y Y Do you have evidence to support your deduction? (Y, N) Y Y Is this evidence written? (Y, N) Prior Year Vehicle Expenses Total miles for year Commuting miles Business miles Parking fees Tolls Gasoline Oil Repairs Maintenance Tires Car washes Insurance Interest Registration Licenses Property taxes Other vehicle expenses Vehicle rentals Inclusion amt (Preparer only) Depreciation Vehicle 1 Y Y Prior Year Information Vehicle 2 Prior Year Information Vehicle 3 Prior Year Information Vehicle 4 Prior Year Information Control Totals BUSINESS Form ID: Auto

25 /29/2015 Pg 25 Form ID: Coverage Health Care Coverage and Exemptions 67 Social Security No. Your family for health care coverage refers to you, your spouse if filing jointly, and anyone you can claim as a dependent. Please provide all copies of Form(s) 1095 B and/or 1095 C Was your entire family covered for the full year with minimum essential health care coverage? (Y, N) If your entire family was not covered for the full year with minimum essential health care coverage, enter information for all family members who are covered, or are exempt from the requirement to maintain minimum essential health coverage. Enter either the Exemption Certificate Number issued by the Marketplace, or the Other Exemption Type you are claiming. Mark Full Year if the coverage or exemption is for the entire year, otherwise indicate the Start Month and End Month. First Name ***-**-**** OHN DOE ***-**-**** MARY DOE ***-**-**** RICHARD DOE Last Name 2015 Information Prior Year Information Exemption Certificate Number Other Exemption Type * Full Year Start Month End Month A = Unaffordable coverage B = Short coverage gap C = Exempt noncitizen D = Health care sharing ministry E = Indian tribe member *Other Exemption Type Codes F = Incarcerated individual G = Hardship (combined coverage unaffordable, initial open enrollment, CHIP) H = Medicaid/TRICARE/Fiscal year employer plan X = Insured with minimum essential coverage (coverage info found on Form(s) 1095 B or 1095 C) Self employed health insurance premiums: (Not entered elsewhere) Self employed long term care premiums: (Not entered elsewhere) 2015 Information Taxpayer Spouse Prior Year Information NOTES/QUESTIONS: Control Totals HEALTH CARE Form ID: Coverage

26 /29/2015 Pg 26 Form ID: 5695 NOTES/QUESTIONS: Residential Energy Credit The American Tax Relief Act of 2012 provides credits for energy efficient improvements made to personal residences. There are certain restrictions and limits but some of the home improvements that may qualify include exterior windows and doors, metal roofs, solar electric, or solar heating property. Please provide copies of any 2006, 2007, 2009, 2010, 2011 or 2012 Forms 5695 not prepared by this office. Taxpayer/Spouse/oint (T, S, ) Were the costs incurred made to your main home located in the United States? (Y, N) Were the costs incurred related to the construction of your main home located in the United States? (Y, N) Enter the total amount of costs for insulation material or system to reduce heat loss or gain Enter the total amount of costs for exterior windows Enter the total amount of costs for exterior doors Enter the total amount of costs for qualified metal roofs Enter the total amount of costs for energy efficient building property Enter the total amount of costs for qualified natural gas, propane, or oil furnace or hot water boilers Enter the total amount of costs for advanced main circulating fan used in a natural gas, propane, or oil furnace Enter the total amount of costs for qualified solar electric property Enter the total amount of costs for qualified solar water heating property Enter the total amount of costs for qualified small wind energy property Enter the total amount of costs for qualified geothermal heat pump property Enter the total amount of costs for qualified fuel cell property Enter the total amount of kilowatt capacity of the qualified fuel cell property 75 Control Totals CREDITS Form ID: 5695

27 /29/2015 Pg 28 Form ID: OrgDp Depreciation Asset List 89 C 1 Activity name Asset No. Preparer use only ARCHITECTURAL SERVICES HOW TO REPORT DISPOSALS: Use the blank line directly below the asset information to indicate any asset disposals. Enter the date of the disposal and/or sale proceeds, if applicable. Enter additional information regarding the asset disposal in the comments section, such as if the asset was sold on installment, traded for other asset(s), disposed of due to casualty, or sold to a related party. See the EXAMPLE asset below. Description of Property Comments Date in Service Date Sold/Disposed Sales Price Machinery and equipment (EXAMPLE ASSET) 11/21/09 42,500 Collected in 5 equal payments over 2 yrs 03/09/15 20,000 Cost or Basis EXAMPLE 21 IMPROVEMENTS 01/01/03 9, CAMERA 12/28/07 1, COMPUTER/PRINTER 12/31/11 1, BMW X3 01/01/12 49, IPHONE 10/11/ RUG 11/17/12 1, FURNITURE 08/07/12 8, FURNITURE 08/15/11 6, IPAD 11/18/ AIRPORT 12/07/ HOME OFFICE 01/01/08 990, LAND 01/01/03 410,000 Form ID: OrgDp

28 /29/2015 Pg 29 Form ID: OrgDp2 Depreciation Asset Acquisitions 90 Preparer use only Activity name ARCHITECTURAL SERVICES Use the comments section to provide additional information about the asset. Enter information such as vehicle mileage (total, commuting and business), the total and business square footage of home, home expenses (total and business portion). See the EXAMPLE asset below. Description of Asset Acquired Date Acquired Cost or Basis 2015 Model T (EXAMPLE ASSET) 03/09/15 25,750 EXAMPLE 22,500 job related miles, 25,000 total miles C 1 Form ID: OrgDp2

29 /29/2015 Pg 30 Form ID: CA California General Information Prior year last name Taxpayer Spouse Mark if different from prior year return: Social security number(s) Address Filing status Use Tax Item purchased Purchase price County (City) Sales Tax paid Contributions Amount of contributions you wish to make to: Seniors Special Fund Child Victims of Human Trafficking Fund Alzheimer's Disease/Related Disorders Fund School Supplies for Homeless Children Fund Rare and Endangered Species Preservation Program Parks Pass Purchase ($195) Breast Cancer Research Fund State Parks Protection Fund Firefighters' Memorial Fund Protect Our Coast and Oceans Fund Emergency Food for Families Fund Keep Arts in Schools Fund Peace Officer Memorial Foundation Fund California Senior Legislature Fund Sea Otter Fund Habitat for Humanity Fund Cancer Research Fund California Sexual Violence Victim Services Renter Information Number of months rented principal residence in California in 2015 Lived with person claiming dependency exemption for more than 6 months (Dependent of another only) Property rented was exempt from property tax in 2015 Taxpayer claimed homeowner's property tax exemption in 2015 Spouse claimed homeowner's property tax exemption during 2015 Maintained separate residencies for the entire year Addresses if more than one or different from mailing address Address City State Zip Code Date Rented From Date Rented To Landlord information Name Address City State Zip Code Telephone 0 NOTES/QUESTIONS: Form ID: CA