. 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 to take a moment to wish you and your family a happy and prosperous new year. I look forward to serving your tax and financial needs in the coming year. Enclosed is a 2017 tax year organizer which flew by in record speed. If you would complete the organizer and return it with all tax related documents you have received I would greatly appreciate it. Completing this organizer is not required, but it will reduce the cost of preparing your tax return, benefiting you. Currently it is speculated that tax filing season will officially "open" on January 22nd this year; many returns will not begin being processed until February 15th due to increased security on what the IRS considers high risk returns (those who receive Earned Income Credit or Advanced Child Tax Credit as well as some other credits that are not as common). Please note every client who had health insurance thru the exchange will receive a 1095-A. I must have this to prepare your return. Also, if you did not have insurance at any part of the year, I must know this as well. Please look thru my planner even if you do not complete it, as many of these questions are included in here. You can print additional copies of this planner and get other updates on my website which is www.selenasaccounting.com I would like to encourage all of my clients to utilize my website for many things including my monthly newsletter that you can subscribe to as well as easy links under the tax center to check the status of your refund and more. Recent tax legislation brought about some of the largest tax law changes I have seen since I began practicing (the biggest changes in 30 or so years). 2017 was relatively a calm year in the tax world. I will speak with most of you about how the tax law changes may impact you on your 2018 return, as they are too extensive to cover in my short letter, but I highly encourage you to read about the changes on my website or on my Facebook page. Although I am no longer accepting new clients for tax return preparation, I am happy to send all your referrals to Jessica Doll. She is the owner of JDoll Accounting, LLC. Her business telephone number is 636-671-7481 and her email address is jessica@jdollaccounting.com We share an office, so her address is the same as mine. I prefer that you drop your information off to me, if it is convenient, and I will contact you just before preparing your return. You can also send your information to me securely thru my client portal, which I can establish for you on my website. If you would like a portal and don t already have one please let me know. Last year the average turnaround time for drop offs prior to March 15 th was 10 to 15 business days. Please note that I charge an additional fee for appointments unless you have circumstances that require an appointment (I can determine this). I will need to obtain a copy of your drivers license or state ID if I did not do so in a prior year or if you had to renew it last year. Also, please attach a copy of a voided check to your planner or indicate that you want to use the same account you used last year. You can deposit into multiple accounts and you can also deposit directly into most investment and retirement accounts. Please let me know if you do not want your return e-filed before I prepare your return, as there are additional forms that must be submitted with all non-electronically submitted returns, as well as additional copies must be printed and assembled for mailing. I will need to speak with every client, but this can usually be done by phone. Please return all requested information by March 31, 2017 or an extension will be necessary. Sincerely, Selena K. Lambrich Tax Season Office Hours for Drop Off s (beginning February 1 st ): Monday: By appointment only Tuesday Friday: 8:00 5:30 Saturday: 9:00 2:00 Accounting for Your Future!............................
Email Address: Did you get tax planner via email; yes or no? TAXPAYER INFORMATION: You: SSN: Birth Date: Spouse: SSN: Birth Date: Occupation Cell Phone Home/ Work Phone You: Spouse: Address: City/State/ZIP: FILING STATUS STATUS CHANGES THIS YEAR (Ending dates) ** if MFS or Divorced this year you may need to sign a conflict of interest form for me, please contact me about this. Married Separated Divorced Spouse Deceased Dependent Deceased Moved Sold Home Sold Property Legally blind: You Spouse 65 or over You Spouse County of residence YOUR DEPENDENTS: List the names of all dependents that received more than one-half of their support from you. Do not list your spouse. ** S=Son D=Daughter R=Relative O=Other FULL NAME SOC. SEC. NUMBER BIRTHDATE ** INCOME STUDENT (Attach a separate sheet if needed) Did a dependant child under age 24 have unearned income over $1,050? Over $2,100? Did you make a contribute to a 529 college savings account? Yes No If yes, amount: CHILD & DEPENDANT CARE Child Name Child Care Provider: Name: SSN/EIN: Address: City/State/Zip: _ Paid: Child Name Child Care Provider: Name: SSN/EIN: Address: City/State/Zip: Paid: ATTACH ALL W2 S, W2-G S AND 1099-R S NUMBER OF W2 S ATTACHED NUMBER OF 1099-R S ATTACHED ATTACH SOCIAL SECURITY/RAILROAD RETIREMENT STATEMENT ATTACH ALL 1099 S / 1098 S 1099DIV Dividends 1099B Broker s Sale of Stock 1099S Sales of Residence 1099G Government Payments 1098 E Student Loan Interest 1098T Tuition Payment Statements 1099C - Cancellation of Debt all other 1099's and 1098's received Number of 1099 s / 1098 s Attached: ATTACH K1 S FROM TRUSTS, ESTATES, PARTNERSHIPS, S CORPORATION PRACTITIONER USE ONLY
Other Income Taxpayer Spouse Deductions or Adjustments Taxpayer Spouse Alimony received. Deductible IRA Unemployment Non-Deductible IRA Jury Duty Roth IRA Gambling Winnings SEP. Other... Simple PREPARERS NOTES: Health Savings Accounts Self-Employed Health Ins. Alimony Paid. To Whom: SSN: Student Loan Interest ESTIMATED TAXES PAID Date Due Date Paid Federal State Applied from Prior Years Refund First Quarter April 16, 2017 Second Quarter June 15, 2017 Third Quarter Sept. 17, 2017 Fourth Quarter Jan. 16, 2018 SCHEDULE A ITEMIZED DEDUCTIONS MEDICAL EXPENSES YOU PAID TAXES YOU PAID Health Insurance Premiums****. Real Estate on main home.. ** other than Medicare and if from paycheck supply check stubs Real Estate on additional homes / land.. Long Term Care Insurance Personal Property... Medicine and Drugs. Auto Sales Tax Glasses / Contact, Dentures Other Large Items Sales Tax. And hearing aids Other (provide detail). Hospitals Doctors (all types) Ambulance.. INTEREST YOU PAID Travel and Lodging. Home Mortgage & points on Form 1098: Mileage..... Home Equity Interest.. Other (list separate). * Boat, Camper or Second Home (need info) Mortgage Insurance Premiums on 1098 Mortgage to individual* (not on 1098) *** Be sure 1099 SA is enclosed to reflect HSA expenses Name: Address: _ SSN/EIN: Investment Interest You Paid: MISCELLANEOUS EXPENSES Educational Expenses Job Related. Un-reimbursed Employee Expense CONTRIBUTIONS (*NEED RECIEPT IF CASH) Safety Equipment, Small Tools, & Supplies. Charitable contribution by cash or check. $ Required Uniforms, Protective Clothing, Other than by cash or check $ Glasses, Shoes... Required Physical Examination Union Dues, Professional & Trade Publications Non Cash Donation Please Note Safe Deposit Box... If the amount exceeds $500 TOTAL the Fair market Legal and Accounting Fees. value of clothing, furniture, etc. contributed MUST Tax Preparation Fees include date acquired, date donated, and receipt from Custodial Fees for IRA/Keogh Accounts organization donated to, showing name and address. Job Hunting Expenses Gambling Losses.. Volunteer Mileage for 2017 Teachers Supplies.. Reservists Expenses..
NEED TO BE DISCUSSED WITH TAX PRACTITIONER (Please check all that apply) Did you go without health insurance for three or more months in 2017 Did you receive the first-time home buyer credit in 2009 Did you sell a home or convert to a non-primary residence a home that you received the first-time homebuyer credit for Adoption expenses Bankruptcy or Foreclosure Education expenses & interest (Submit forms) College & Voc-Tech expenses (Submit 1098T & supporting schedules) Losses from damaged or stolen property (including flood losses) Moving expenses that are job related IRA Distribution before age 59-1/2; Reason for distribution Purchased, sold or refinanced home (Submit refinance or closing documents) Gifts over $14,000 per donee received or given (Incentive) Stock Options Exercised Conversion of IRA or 401K Are you currently involved in an installment sale (owner financing another individual) Energy saving remodeling done to residence Have any of your stocks been deemed worthless. Other: _ Age 65 This Year Next Year Age 70 This Year Next Year RENTAL INCOME AND EXPENSES Description and Location (Attach Separate Sheet if needed) Date Acquired A. B. C. Was property(s) used for personal purposes more than 14 days or 10% of total days and rented to others? Yes No Did you dispose of property during the tax year? Yes No A B C Income: Rents received.. Expenses: Advertising.. Auto Ex. Miles Cleaning and Maintenance.. Commissions. Insurance.. Legal/professional fees. Management fees.. Mortgage Interest. Other Interest Repairs Supplies.. Taxes.. Utilities.. Other Other CAPITAL IMPROVEMENTS (Purchased in current year only, attach sheet if needed): Date Purchased Item
SELF-EMPLOYED BUSINESS INCOME AND EXPENSES (if new client, please attach business card) Business Owner Business Name Business Address Federal ID Number Dates in Business if not full year Gross Sales or Receipts. Sales Returns and Allowances.. Interest Income. Other Income Beginning Inventory Purchases.. Personal Use of Inventory Ending Inventory. Is Inventory Valued at Cost?. Yes No Advertising. Auto Expenses Bus. Miles / See Schedule Total Miles. Bad Checks. Bank Charges. Commissions.. Contract Labor (any one person over $600?) Yes No Dues & Publications.. Education & Seminars. Freight Gifts to Clients ($25 maximum each gift / each person)... Insurance Health. Insurance Other: Liability, Work Comp, etc (NOT LIFE INS.). Interest paid to banks Interest to others Laundry & Cleaning Legal & Professional.. Meal & Entertainment Office Expenses. Open House Expenses (Client relations) Rent or Lease Machinery & Equipment Rent - Other. Repairs & Maintenance. Small Tools (Under $500 each). Supplies.. Taxes, Licenses & Permits. Telephone separate line Telephone Cellular (LESS PERSONAL USE) Travel & Lodging Uniforms. Utilities.. Wages. Other... Other... Number of gallons of fuel used OFF ROAD for business purposes EQUIPMENT, FURNITURE, FIXTURES, COMPUTERS, AND OTHER FIXED ASSETS (2017 purchases only) Date Purchased Item
CHECKLIST OF AUTO BUSINESS EXPENSES Auto Expenses Auto #1 Auto #2 Auto #3 Auto #4 Beginning Odometer Reading.. Ending Odometer Reading Total Mileage. Business Mileage... (home to office not usually allowable) Year & Make of Auto.. Date Purchased Cost of Auto (Including Sales Tax). Gas, Oil, Lubrication.. Repairs Tires Washes & supplies for auto.. Insurance.. License & Inspection Motor Club Interest.. Personal Property Tax.. Parking Fees & Tolls Short Term Rentals.. Lease Payments Avg. daily round commuting distance. If you sold the vehicle in 2017, date sold. Selling price.. Do you (or your spouse) have another vehicle available for personal purposes? Yes No If your employer provided you with a vehicle, is personal use during off duty hours permitted? Yes No N/A Do you have evidence to support your deduction? Yes No If yes, is the evidence written? Yes No Does your employer reimburse you? Yes No If yes, how much was your reimbursement? OFFICE IN HOME EXPENSES Total Square Feet of: Home: Office: Storage: Expenses: Rent: Utilities Insurance: Taxes: Interest: Condo/Mgmt. Fees: Other Maintenance & Repairs: Office: Other: Purchase Price: Date of Purchase: