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Collin Wells
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1 FOR THE TAX YEAR 20 COMPLIMENTARY TAX ORGANIZER FOR YOUR CORPORATION PREPARE TODAY TO SAVE TOMORROW

2 Please Provide a Copy of your Pri Year Tax Return, if We did not prepare it Cpate Infmation Name of Cpation Business Address of Cpation Employer ID Number (EIN): Person to Contact about this Return: Business Telephone Number: address Signing : Phone Number: Fax Number: website: Does your Cpation file a calendar year Fiscal Return: Dec 31 Fiscal, enter date / / Is this your initial return: Yes No State of Incpation: State ID Number: Are you registered to do business in another state, if so supply state & registration #: What date was the Cpation fmed? What is the Principal Business? What is the main product service: Address where to mail completed return: Did the Cpation have a Feign Bank Account in 20 Yes No Other Infmation: Accounting Method Cash Accrual Other (Specify) At the end of the Tax Year, did the Cpation own, directly indirectly, 50% me of the voting stock of a Domestic Cpation? Yes No Is the Cpation a subsidiary in an affiliated group a parent-subsidiary controlled group? Yes If Yes, List Name and ID# of Parent Cpation: No During this Tax Year, did the Cpation pay dividends in excess of the Cpation s current and accumulated earnings and profits? Not including stock dividends and distributions in exchange f stock. Yes No How many Shareholders did the Cpation have at the end of the Tax Year? EIN # (if Cp) EIN # (if Cp) Nevada Legal Fms & Tax Services, Inc. Tele: Page 1 tax@nevadalegalfms.com

3 EIN # (if Cp) EIN # (if Cp) EIN # (if Cp) EIN # (if Cp) EIN # (if Cp) EIN # (if Cp) Nevada Legal Fms & Tax Services, Inc. Tele: Page 2 tax@nevadalegalfms.com

4 BALANCE SHEET Assets Cash in Bank on Last Day of Cpate Year Trade Notes and Accounts Receivable Inventies Other Current Assets (Attach Statements) Loans to Shareholders Mtgage and Real Estate Loans Other Investments (Attach Statements) Buildings and Other Depreciable Assets Less Accumulated Depreciation Land Intangible Assets Less Accumulated Amtization Total Assets Liabilities and Capital Accounts Payable Mtgages and Notes Payable in less than 1 Year Other Current Liabilities (Attach Statement) Loans from Shareholders All Nonrecourse Loans Mtgages, Notes Payable in 1 Year Me Other Liabilities (Attach Statements) Capital Stock (common stock) Retained Earnings Total Liabilities and Shareholders s Equity Nevada Legal Fms & Tax Services, Inc. Tele: Page 3 tax@nevadalegalfms.com

5 INCOME: IN LIEU OF THIS PAGE, THE CORPORATE PROFIT & LOSS STATEMENT AND BALANCE SHEET FOR THE CORPORATE YEAR-END MAY BE ATTACHED. PLEASE USE CASH BASIS. Business Income Dividends Received (Enclose All 1099-DIV Fms) Interest Received (Enclose All 1099-INT Fms) Gross Rents Gross Royalties Other Income (Attach Schedule) Gains from Sale of Business Property (Purchase & Sale HUD Statements & Depreciation Schedules) EXPENSES: (Business only, do not include Rental n Personal Expenses here) PLEASE FILL OUT IF THE CORPORATE BALANCE SHEET AND FINANCIAL STATEMENTS ARE NOT ATTACHED. *Organization Costs (Amount spent to fm the Cpation) *Start-Up Costs (Costs Incurred Pri to Date of Incpation) Date Amount Total Seminar & Education Costs Seminar & Education Costs Seminar & Education Costs Travel & Lodging Travel & Lodging Travel & Lodging Meals & Entertainment Meals & Entertainment Meals & Entertainment Office Supplies Office Supplies Office Supplies Equipment (Computer, Fax, etc) Equipment (Computer, Fax, etc) Equipment (Computer, Fax, etc) Other (Describe) Other (Describe) Other (Describe) * Organizational & Start-Up Expenses, must be itemized by payment dates and categized as listed above, if me space is needed please use last page of Tax Organizer, and denote accdingly. Nevada Legal Fms & Tax Services, Inc. Tele: Page 4 tax@nevadalegalfms.com

6 Accounting Automobile and Truck Expense Bank Charges Computer Services and Supplies Delivery and Freight Dues and Subscriptions Equipment Rent Gift (25.00 maximum per gift) Insurance (medical) Insurance (other not life) Legal and Professional Meals & Entertainment Medical Reimbursement Office Expense Outside Services/Independent Contracts Payroll Tax Expenses (FICA, FUTA, SDI, etc. employer ption only) Permits and Licenses Postage Printing Supplies Telephone Tools Training/Continuing Education Travel Other Describe EXPENSES, cont: Cost of Good Sold (F Cpations Manufacturing Goods Housing Inventy f Resale) Beginning Inventy Purchases Materials Purchases Supplies Other Costs (Explain) Cost of Lab Less Ending Inventy Balance Nevada Legal Fms & Tax Services, Inc. Tele: Page 5 tax@nevadalegalfms.com

7 TAX PAYMENTS: Federal Estimated Tax Payments f Tax Year Quarter Payments Date Paid Amount st 1 Quarter Payment nd 2 Quarter Payment rd 3 Quarter Payment th 4 Quarter Payment Additional Payments made during Year: State Estimated Tax Payments f Tax Year, If Applicable Quarter Payments Date Paid Amount st 1 Quarter Payment nd 2 Quarter Payment rd 3 Quarter Payment th 4 Quarter Payment Additional Payments made during Year: SALES OF STOCKS, BONDS, MUTUAL FUNDS AND OTHER SECURITIES: Please include the Entire Fm 1099-B furnished from your Brokers. If the broker Statements include the COST of the securities sold during the year and you are sending print outs showing the cost of the securities sold, you do not need to complete this section. DO NOT INCLUDE OPTIONS THEY ARE REPORTED ELSEWHERE. No. Of Shares Description: Name Date Acquired Date Sold Sales Price Original Cost Basis Total Options Purchased in 20 Total Options Sold in 20 MAKE SURE TO ATTACH ALL COMBINED FORMS 1099-B AND ALL PAGES FROM ALL BROKERAGE ACCOUNTS. Nevada Legal Fms & Tax Services, Inc. Tele: Page 6 tax@nevadalegalfms.com

8 SALE OF REAL ESTATE: Enclose copies of Fm(s) 1099-S & ATTACH CLOSING STATEMENTS HUD-1'S FOR ALL PURCHASES, SALES, AND REFINANCINGS. Description Date Acquired Date Sold Sales Price Cost Basis Rental Investment If the sold properties have been depreciated as pri rentals please provide all depreciation schedules. RENTAL REAL ESTATE PROPERTY AND ROYALTY INCOME: ATTACH HUD-1'S FOR ALL PROPERTY PURCHASES & REFINANCING IN 20 Description of Property & Complete Property Address (ex: Single family, Duplex, Condo, Commercial) A) B) C) D) Date Property became Available f Rent Rents Received (total f year) Royalties Received Income (A) (B) (C) (D) Expenses Auto (Used f Rental Properties) A Written Recd such as log book must be maintained. Advertising and Promotion Cleaning and Maintenance Commissions Insurance Legal and Professional Fees Mtgage Interest Management Fees Points Purchase/Refinancing Repairs (over 500, Itemize) Real Estate Taxes Utilities Meals/Entertainment Other Expenses (List on Last Page) Nevada Legal Fms & Tax Services, Inc. Tele: Page 7 tax@nevadalegalfms.com

9 ASSETS FOR DEPRECIATION: Business Asset Wksheet: Complete f all business assets purchased such as Computers, Office Equipment, Furniture, Software, Tools Machinery that are used in your business. Fm 4562 Date Purchased Asset Price If Sold, Date Sale Price Note: If you converted personal property items f business use, under the heading date purchased, please indicate the date when the asset was first used f the business and under the heading price, indicate fair market value of asset on the date of first business use. LIKE KIND EXCHANGE. Was the exchange done within Related Parties (person entity): YES NO Please Include: FOR PROPERTIES GIVEN UP: Purchase Closing Statements If acquired by an exchange, include Fm 8824 (on tax return year the property was acquired) Sale Closing Statements Depreciation Statement (on Previous Year Tax Return) FOR PROPERTIES RECEIVED: Purchase Closing Statements Value of other properties Received: (List) Cash received Exchange Cost Accommodat Statement Itemize any other costs incurred. (List Below) Description Amount Nevada Legal Fms & Tax Services, Inc. Tele: Page 8 tax@nevadalegalfms.com

10 ADDITIONAL INFORMATION OR COMMENTS: NOTES Additional Questions as Required by IRS: 1) Do you have Feign bank accounts, assets holdings such as; checking savings accounts, retirement accounts, brokerage accounts financial interest in an entity entities in a feign country? Circle: YES Or NO Dated this day of, 20 2) Do you claim mileage vehicle expense on your tax return? Signature Circle: YES Or NO Dated this day of, 20 Signature A) If you have answered YES, do you have written evidence of the claimed mileage vehicle expenses? Circle: YES Or NO Dated this day of, 20 Signature Nevada Legal Fms & Tax Services, Inc. Tele: Page 9 tax@nevadalegalfms.com

11 WHAT IS A LAST WILL & TESTAMENT? A Last Will and Testament is probably the most imptant document the average person will ever sign. A Last Will is used to distribute property to beneficiaries, specify last wishes, and name guardians f min children. It is an imptant part of any estate plan. Without one, the courts will make these critical decisions f you. With without a Last Will and Testament YOU HAVE TO GO THROUGH PROBATE. WHAT IS A LIVING TRUST? A basic living trust allows property to AVOID PROBATE and to quickly and efficiently pass to the beneficiaries you name, without the hassles and expense of PROBATE COURT proceedings. A married couple can use one basic living trust to handle both co-owned property and the separate property of either spouse. Or simply. A Living Trust, also known as a Revocable Trust, is an alternative way to own property during your life, f your benefit and transfer that property at your death and AVOID PROBATE. WHAT IS A LIVING WILL? A Living Will is a type of advanced directive in which instructions are given by an individual specifying what should be done f his/her health in case he/she is no longer able to make those decisions. This document outlines imptant healthcare decisions in advance, such as whether not to remain on artificial life suppt. DIFFERENCES BETWEEN LAST WILL and TESTAMENT AND LIVING TRUST Your Last Will & Testament will go through a complex probate process that will be supervised by the court to distribute your assets called: PROBATE! A few DISADVANTAGES of going through probate often include: Impounded frozen accounts Impounded safety deposit box Probate court cost (10%-30%, me) Waiting period (months to several years) Attney fees (typically 6% to 8% of total value of estate) Administration fees Public disclosures (makes good leads f con men who specialize in fleecing new heirs of their inheritance) With your Living Trust, some ADVANTAGES of a Living Trust include: A Living Trust is settled without a court proceeding Process is not a matter of public recd Process is quicker and cheaper than a Last Will & Testament A Living Trust is very difficult to challenge You, the Grant, retain complete control of your affairs while alive Assets are directed through your Living Trust per your wishes upon your death Disclaimer, License and Liability Limitation Legal Infmation Nevada Legal Fms & Tax Services, Inc. provides Legal Infmation which is not legal advice. Legal infmation infms you of the law and your rights but does not advise you what course of action to take f your situation. Legal advice is what lawyers provide. Legal infmation provided includes Legal Definitions, Law Digest and Summaries of Law, Legal Q&A, Lawyers Directy and a wealth of legal infmation throughout the internet. Nevada Legal Fms & Tax Services, Inc. Tele: Page 10 tax@nevadalegalfms.com

12 DO-IT-YOURSELF LEGAL KITS Adoption Limited Liability Company Bill of Sale Living Trust Cpation Mechanic Lien Divce Name Change Eviction Power of Attney Grant, Bargain and Sale Deed Promissy Note Homestead QuitClaim Deed Last Will & Testament Small Claims Lease Tempary Guardianship PARALEGAL SERVICES AVAILABLE Living Trusts Probate Property Trusts Name Change Special Needs Trust Complaint Divce Nevada Asset Protection Trust Joint Petition Divce Incpation Service Legal Separation Limited Liability Company Service Guardianship Non-Profit Cpation Service Pre-Marriage Agreement Minutes and Bylaws Post Marriage Agreement Operating Agreement Termination of Parental Rights PLUS, TAX, ACCOUNTING AND BOOKKEEPING SERVICES WE MAKE YOUR LIFE EASIER Nevada Legal Fms & Tax Services

ESTATE OR TRUST TAX ORGANIZER FORM New Estate or Trust Administrators Information Needed

ESTATE OR TRUST TAX ORGANIZER FORM 1041 New Estate or Trust Administrators Information Needed This is a list of information which will be typically needed for us to work with you on tax issues for an estate