Organizer 0001

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(8297) 336-869-TAXS 1-888-561-0852 FAX [email protected]

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rAX & Acc0tlt\rrrfvG,
LLS

1208EASTCHESTER DRIVE PO BOX5145 HIGHPOINT, NC 27262

FU LL LEGALNAME YOURS:

SOCIAL SECURIry #

BIRTH DATE

S P O US ES :

D E P E N D E N1 : T

DE P E ND EN2 : T

DE P E ND E N3 : T

ADDRESS, CITY, ZIP:

EMAIL ADDRESS:

H OME H ONE P #:

YOUROCCUPATION:

Y OU RC E LLPHO NE #:

SPOUSE OCCUPATION:

S P OU S E ELLPHO NE C #

TAX PAYMENTS REFUND & INFORMATION
YES NO D U R I N G 0 1 , D I DY O U . . . . 2 1 PAYESTIMATED INCOME TAXES I F Y E S .P L E A S E . . . . ENTER DATEANDAMOUNT FORFEDERAL AND STATEPAYMENTS

WA N TYOU RR EF U ND IR E E T E P OS ITE D D D

E N TE R OU TIN G N DACCO UNT R A NUM BER HERE

Page1 of3

YES

NO

D U R I N G 0 1 1 D I DY O U . . . , 2 .

I FY E S . L E A S E . . . . P

INCOME
RECEIVE W-2 WAGES ATTACH FORMS W-2 FORALLWAGESEARNED DURING THEYEAR INDICATE ryPE ANDAMOUNTS

HAVEHEALTH INSURANCE PREMIUMS, FLEXIBLE H EA L T H PE N D IN G,H ILD C A R E , R E TIR E ME N T S C OR SAVINGS WITHHELD FROMYOURPAYCHECK

RECEIVE INTEREST DIVIDENDS OR

ATTACH FORMS 1099FORALL INTEREST DIVIDENDS OR EARNED ATTACHFORMS1099FORALL TAXABLE BENEFITS RECEIVED

RECEIVE SOCIAL SECURIry,DISABILITY, UNEMPLOYMENT, RETIREMENT OR PLAN BENEFITS

PAYOR RECEIVE ALIMONY

ENTER AMOUNT HERE

SELLANYASSETS, SUCHAS A HOME,LAND, STOCKS, BONDS OR

PROVIDE DETAILS BOTHTHE PURCHASE OF AND SELL, INCLUDING PURCHASE PRICE AND DATEOF PURCHASE ATTACH SCHEDULE FOREACHACTIVIry A K-1

R E C E IVE C O ME R OM A R TN E R S H IP S . IN F P S-CORPS, ESTATES, TRUSTS OR

RECEIVESELF-EMPLOYED, RENTAL,OR FARMINCOME

INDICATE GROSSAMOUNTRECEIVED AND DETAILOF ALL EXPENSES PAID(NCLUDEMILEAGE AND CELLPHONE USAGE) ATTACHDETATLS INCLUDING AMOUNTS

RECEIVE STATETAX REFUNDS, GAIVIBLING WINNINGS, JURY DUry PAY. PRIZES, ANY OTHERINCOI\4E OR

DEDUCTIONS
PAYMORTGAGE INTEREST YOURHOME ON PAYPROPERTY TAXON YOURHOME PAYPROPERTY TAX ON YOURAUTOMOBILES , BOATS, O R O T H ER R S O N AP R OP E R ry PE L ATTACH FORM1098FORMORTGAGE INTEREST PAID E N TE R MOU N T E RE A H ENTER AMOUNT HERE

C ON T R IB U TC AS HTO C H A R ITA B LE GA N IZA TION S E OR

E N TE R MOU N T E RE A H

Page 2 of 3

YES

NO

DURING 01,1.IDYOU..., 2 D MAKE NONCASH CONTRIBUTIONS CHARITIES TO

IFYES, LEASE.... P ATTACHRECEIPTS WITH VALUEOF DONATIONS NOTED

PAYMEDICAL (INCLUDING EXPENSES HEALTH INSURANCE, ENTER ryPE ANDAMOUNTS COPAYS, DENTISTS, EYEDOCTORS, PRESCRIPIONS, ETC.) THATEXCEED 7,5%OF YOURTOTALINCOME PAYFORJOB HUNTING EXPENSES, INVESTMENT FEES, U N R E IM BU R S ED P LOY E E X P E N S E(IN C LU D IN G EM S MILEAGE) THATEXCEED OF YOURTOTALINCOME 2% HAVEGAMBLING LOSSES

ENTER ryPE ANDAMOUNTS

E N TE R MOU N T E RE A H

CREDITS ADJUSTMENTS &
PAY FORCHILDCARE THATYOUANDYOUR SO sPousE (lF APPLTCABLE) COULD WORK ATTACH THE CHILDCAREPROVIDERS YEARENDSTATEMENT

PAYFORHIGHER EDUCATION FORYOURSELF, YOU RS POU SEO R DE P E N D E N TS ,

ATTACH FORM1098-T

CONTRIBUTE AN IRA.SEPOR SIMPLE TO PLAN PAYFORSELFEMPLOYED HEALTH INSURANCE PAYMOVING EXPENSES MOVEMORETHAN TO 5 0 M IL ES

E N TE R P EA N DA M O UNT TY HERE E N TE R MOU N T E RE A H

E N TE R MOU N T E RE A H

PAYEDUCATOR EXPENSES

E N TE R MOU N T E RE A H

PAYSTUDENT LOANINTEREST E NT E R N YQ U ES T IO NOR M AT T E R S E N E E D D IS C U S S E R E : A S W TO H

E N TE R MOU N T E RE A H

THIS TAX ORGANIZERIS NOT INTENDED TDENTIFYALL TO POSSIBLESOURCESOF INCOI\4E, DEDUCTIONS, CREDITS. OR BUT IS DESIGNED IDENTIFY TO MOST INCOME.DEDUCTIONS, AND CREDITSFOR I\4OST TAXPAYERS.COPYRIGHT 2011. LEONARDTAX & ACCOUNTING, LLC, ALL RIGHTSRESERVED

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