client tax organizer

Client Tax Organizer

IMemaN tsriFemaN tsaL reyapxaT

IMemaN tsriFemaN tsaL esuopS

, 20 ., , endingFor the year Jan. 1-Dec. 31, 20 , or other tax year beginning

Soc. Sec. No.

Soc. Sec. No.

To the best of my knowledge the enclosed information is correct and includes all income, deductions, and otherinformation necessary for the preparation of this year's income tax returns for which I have adequate records.

Date

Date

Signhere

Attestation and Signature:

20

This information is provided by the Law Offices of Stephen Moskowitz, LLP 180 Montgomery Street, Suite 1950, San Francisco, CA 94104 415-394-7200 - www.stevemoskowitz.com

Client Tax Organizer

1. Personal Information

oN .ceS .coSemaN tsaL . Birth Date Occupation

Taxpayer

SpouseytiCsserddA teertS State ZIP

Taxpayer Spouse Marital Status

BlindDisabledPres. Campaign Fund

YesYesYes

NoNoNo

YesYesYes

NoNoNo

MarriedSingleWidow(er), Date of Spouse's Death

Will file jointly Yes No

2. Dependents (Children & Others)

Name(First, Last)

Relationship Date ofBirth

Social SecurityNumber

MonthsLived

With YouDisabled

FullTime

Student

(Please provide additional information on any question on the last page of this Organizer.)

1.

2.

3.

Were you self-employed, or did you receive hobby income?

Did you receive income from raising animals or crops?

Did you receive rent from real estate or other property?

U.S. CitizenFirst Name

Work Phone Home Phone Cell Phone Primary Email

Questionnaire

Yes No

4. Did you receive income from gravel, timber, minerals, oil, gas, copyrights, or patents?

5. Did you withdraw or write checks from a mutual fund?

Did you have a foreign bank account, trust, or business?6.

1 This information is provided by the Law Offices of Stephen Moskowitz, LLP 180 Montgomery Street, Suite 1950, San Francisco, CA 94104 415-394-7200 - www.stevemoskowitz.com

7.

8.

Did you provide a home for or help support anyone not listed in Section 2 above?

Did you receive any correspondence from the IRS or the State?

9.

10.

11.

12.

(b)

(a)

Was heat included?

13.

14.

Were there any births, deaths, marriages, divorces, or adoptions in your immediate family?

Did you give a gift of more than $13,000 to one or more people?

Did you go through bankruptcy proceedings?

If you paid rent, how much did you pay?

Did you pay interest on a student loan for yourself, your spouse, or your dependent during the year?

Did you pay expenses for yourself, your spouse, or your dependent to attend classes beyond highschool?

Yes No

3. Wage & Salary Income

Taxpayer Spouse Gross Wages FICA Federal Tax State TaxEmployer Name

Please attach W-2s.


5. Dividend Income from Mutual Funds and Stocks

*T/S/JPayer

Please attach 1099-DIVs for each item listed below.

4. Interest Income

*T/S/J Bank or CreditUnionPayer

Please attach 1099-INTs & brokerage statements.

U.S. Bonds/T- Bills

Federal TaxWithheld

Municipal orTax-Exempt

GrossDividend (Box 1a)

Capital GainDistribution

NontaxableDistribution

Federal TaxWithheld

*T= Taxpayer S= Spouse J= Joint


6. Partnership, Trust, Estate Income

Please attach K-1 or Income Tax Letter for each item listed.

EstateS CorpPartnership*T/S/JPayer

7. Asset Dispositions

Please attach brokerage statements, 1099s, closing statements, and any other records available to help properly reportthese transactions. Additional information about any transaction should be entered on the last page of this Organizer.

*T/S/J ecirP elaSdloS etaDderiuqcA etaDreyaP Cost/Other Basis



AmountTaxable Gross

DistributionIRARollover DistributionJ/S/*TreyaP

Please attach all 1099-Rs or other documentation of amounts listed.

8. Pension & Annuity Income/IRA Distributions

9. Other Income

Please list all other income (including non-taxable).

esuopS reyapxaTecruoS/reyaP Tax WithheldFederal

Alimony ReceivedChild SupportScholarship (Grants)Prizes, Bonuses, Awards

Unreported TipsDirector/Executor's FeeCommissionsJury DutyWorker's CompensationDisability IncomeVeteran's PensionPayments from Prior Installment SaleState Income Tax Refund

Gambling, Lottery (Expenses)

Social Security Benefits (Taxable amount)Medicare Premiums WithheldUnemployment Compensation ReceivedUnemployment Compensation RepaidOther Income



Long-term Care Insurance

AmountMedical Insurance Premiums (paid by you)

Mileage (no. of miles)Doctor/Dentist/OrthodontistHospitalMedical TherapyNursing CareMedical Equipment, SuppliesBracesHearing Aids, BatteriesGlasses, ContactsInsulinPrescription Drugs

10. Medical/Dental Expenses

11. Taxes Paid/Interest Expense

Real Estate Taxes Paid Mortagage Interest Paid (please attach 1098s)(please attach tax bills, escrow statements, closing statements) Personal Residence

Personal Residence

Home Equity Loan(s)

Paid to Individual for Residence

State Income Tax (please list)(do not enter taxes withheld or estimates)

Audit or other additional tax paid

Investment Interest (please list)

Paid to other statesOther

SSN

Carryover from Prior Year

NameAddressCity, State, ZIP

Balance due last year

esnepxE tseretnIdiaP sexaT

General Sales Tax (please list amounts paid on large items such asautos, boats, motorcycles)

Other Property (please list)

Other Property (please list)

Other (please list)

Other (please list)


12. Casualty/Theft Loss

For property damaged by storm, water, fire, or accident or stolen.

Location of Property

Description of Property

Amount of DamageInsurance ReimbursementRepair CostsFederal Grants Received

13. Contributions by Cash or Check, Noncash up to $500, and Mileage

ChurchUnited WayScoutsTelethonsUniversity, Public TV/RadioHeart, Lung, Cancer, etc.Wildlife FundSalvation Army, GoodwillOther (please list)

Non-Cash Up to $500Volunteer (no. of miles) @

12345

Non-Cash Charitable ContributionssserddA dna emaN eenoDdetanoD ytreporP fo noitpircseD

Fair Market ValueCost or Other BasisDate DonatedDate Acquired

12345

Amount


14. Job-Related Moving Expenses

Date of MoveDistance from old home to new workplaceDistance from old home to old workplaceCost to move and/or store household goodsTravel en route to new homeLodging en route to new homeReimbursements not included in W-2s

Please attach any moving-expense reimbursement documents from your employer.

15. Miscellaneous Itemized Deductions

Employment-Related Expense (not for self-employed)Union DuesProfessional Dues, Subscriptions, BooksLicensesTools, Safety EquipmentUniformsMeals and EntertainmentOther (please list)

Other Miscellaneous DeductionsTax Preparation FeeSafety Deposit Box RentalInvestment ExpenseIRA Custodial FeesOther (please list)

Other Deductions (from AGI or not subject to 2% AGI reduction)Gambling LossesExcess Estate Expenses (from final estate K-1)Student Interest PaidAlimony Paid

Recipient Name, Address, SSN

Subject to reduction by 2% of AGI


Total revenueLess return/allowances

Auto/truckCost of goods sold

PurchasesCost of laborMaterials and suppliesFreight inOther

Insurance (other than health)Ending inventory

Janitorial & cleaningFixed assets acquired

Beginning inventory

DescriptionPurchase costDate place in service

Rent, otherRent, office

Business name

Address

Principal business activity

Inventory valuation method

Accounting method

16. Self-employed business (Sole proprietorship) (attach 1099-MISC)

Federal EIN

Principal product

Cost

Cash

Lower of cost or market

Accrual

Other

Other

Income Amount AmountExpenses

Accounting & bookkeepingAdvertising

Bad debts

CommissionsDues & subscriptionsEmployee benefitDelivery & postageFreight out

Collections

Legal & professionalsMeals & entertainmentOffice supplies

Interest

(See next section)


oNseY?ssenisub rof ylevisulcxe dna ylraluger emoh ruoy fo trap yna esu uoy oD

Total area of home (in square feet)Total area used for businessBusiness use percentage (divide business area by total area)

House InsuranceRepairs and MaintenanceUtilitiesRentProperty TaxesMortgage InterestHome Equity Loan InterestInternetPhoneOther (please list)

(benefit business area only)Indirect Costs

(whole house costs)Direct Costs

17. Business Use of Home

18. Business Travel

If you are not reimbursed for the exact amount, list the total expenses.

Airfare, Train, etc.LodgingMeals (no. of days )Taxi, Car RentalOtherReimbursement Received

Amount


19. Business Car and Truck Expenses

Do you have written records? Yes

Yes

No

NoIf yes, please attach a copy of purchase agreement.Make/Year VehicleDate purchasedTotal Miles (personal & business)Business Miles (not to and from work)

From first to second jobEducation (one way, work to school)Job SeekingOther Business

Round Trip Commuting DistanceGas, Oil, LubricationBatteries, Tires, etc.RepairsWashInsuranceInterestLease PaymentsGarage Rent

20. Child & Other Dependent Care Expenses

Did you sell or trade in a car used for business?

Name of Care Provider Address

Also complete this section if you receive dependent care benefits from your employer.

Amount Paid

Soc. Sec. No. orEmployer ID


21. Estimated Tax Paid

etatSlaredeFdiaP etaDetaD euD

22. Education Expenses—College or Other Continuing Education Expenses

Carryover from last year

Student's Name Type of Expense Year of School Amount

23. State Information

ResidenceTown

Village

City

County

School District


24. Rental Income

Description & typesDate rental startedPurchase costAddress

Gross incomeExpensesAdvertisingAuto/truckCleaningCommissionsInsuranceProfessional feesMortgage interestOther interestRepairs & maintenanceSuppliesTaxesUtilitiesWages/salariesOther:

% Occupancy by tenants

ImprovementsDescriptionDate improvedPurchase cost

Property A Property B Property C


Please provide additional information regarding any of the data entered elsewhere in this Organizer that you think weshould be aware of in order to properly prepare your return. Please also use this page to report any significant items thatare not covered elsewhere in this Organizer and any questions you may have. Add additional pages if necessary.

25. Additional Information


client tax organizer

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