Pensions & Profit Sharing Rent Vehicles, Machinery & Equipment – Rent Business Property – OTHER INCOME Attach detailed schedules Repairs & Maintenance – Supplies Include royalties, jury duty fees, finder’s fees, director’s fees, Taxes Property – gambling winnings, disability payments, unreported tip income and any other income (whether taxable or not). Taxes Other – Travel & Entertainment* Utilities Wages Other Expenses* * Attach detailed schedules WE WELCOME NEW INTRODUCTIONS HOME OFFICE Did you have a home office during the year? Yes No Please introduce us to your family, friends & business If yes, attach detailed schedule of expenses including associates who may need help with their taxes or mortgage interest (or rent), real estate taxes, utilities, property financial planning. insurance, maintenance & cleaning. RENTAL INCOME & EXPENSES ITEMIZED DEDUCTIONS PROPERTY #1 #2 MEDICAL & DENTAL EXPENSES Attach detailed – Location schedules INCOME Prescriptions Rent Received Insurance Premiums EXPENSES Doctors & Dentists Advertising Eyeglasses/Contacts Association Dues Other: Auto & Travel Cleaning/Maintenance Insurance Labor Professional Fees Miscellaneous Mortgage Interest TAXES PAID Other Interest State & Local Income Taxes Supplies Real Estate Taxes Residence – Taxes Real Estate Taxes Other Property – Telephone Auto License: Number of cars Utilities Auto License: Fees Paid Repairs Personal Property Improvements: Other Taxes: Other: INTEREST PAID Attach Forms 1098 – Home Mortgage (1st) Home Mortgage (2nd) ADJUSTMENTS TO INCOME Home Mortgage (Equity Line) ALIMONY PAID Student Loan Interest
Pensions & Profit Sharing Rent – Vehicles, Machinery & Equipment Rent – Business Property OTHER INCOME – Attach detailed schedules Repairs & Maintenance Include royalties, jury duty fees, finder’s fees, director’s fees, gambling winnings, disability payments, unreported tip income and any other income (whether taxable or not). Supplies Taxes – Property Taxes – Other Travel & Entertainment* Utilities Wages Other Expenses* * Attach detailed schedules WE WELCOME NEW INTRODUCTIONS HOME OFFICE Please introduce us to your family, friends & business associates who may need help with their taxes or financial planning. Did you have a home office during the year? Yes No If yes, attach detailed schedule of expenses including mortgage interest (or rent), real estate taxes, utilities, property insurance, maintenance & cleaning. RENTAL INCOME & EXPENSES ITEMIZED DEDUCTIONS PROPERTY #1 #2 MEDICAL & DENTAL EXPENSES – Attach detailed schedules Location INCOME Prescriptions Rent Received Insurance Premiums EXPENSES Doctors & Dentists Advertising Eyeglasses/Contacts Association Dues Other: Auto & Travel Cleaning/Maintenance Insurance Labor Professional Fees Miscellaneous Mortgage Interest TAXES PAID Other Interest State & Local Income Taxes Supplies Real Estate Taxes – Residence Taxes Real Estate Taxes – Other Property Telephone Auto License: Number of cars Utilities Auto License: Fees Paid Repairs Personal Property Improvements: Other Taxes: Other: INTEREST PAID – Attach Forms 1098 Home Mortgage (1st) Home Mortgage (2nd) ADJUSTMENTS TO INCOME Home Mortgage (Equity Line) ALIMONY PAID Student Loan Interest
2015-Fco-Tax-Organizer.docx