Felix Guillot, EA, ABA, ATA

Kendyl Guillot, ABA, RTRP

E-Tax, LLC

318-445-5564

etaxla.com

Tax Organizer-Individual

Tax Year 2014

Name:

Your ______SS No. ______- ______-______Birth-date/____- ____-___

Spouse ______SS No. ______-______-______Birth-date/____- _____-___

Address: ______Telephone (Home) (______)______

______Telephone (Work) (______)______

______Telephone (Work) (______)______

Cell Phone: (______)______Cell Phone: (______)______

Email Address:______

Check One:  Single Married Filing Joint Surviving Widow/Widower

 Married Filing Separately (enter spouse’s name/SS No. Above)  Unmarried Head of Household

Dependents
Name / Birth-date / Social Security Number / Relationship / No. of Months lived in your home / School Name
If they attended.

Members of your family attending college may make you eligible for a Hope Scholarship Credit, Lifetime Learning Credit, or Tuition and Fees Deduction. # Students______

Taxpayer:  65 or over Blind/Disabled Spouse:  65 or over Blind/Disabled

Please provide me with the following documents. You do not have to list the numbers from these documents on the Tax Organizer, I will take the numbers directly from the source document :

1)W-2, 1099 (all), 1098 (All government forms)

2)Form K-1 from Partnerships, Sub S Corporations and Estates.

3)All information about any business assets sold during the year.

4)All tax notices and/or correspondence you received during the year.

5)If you have a child in pre-school or nursery care, please provide the name, address, Federal ID and amount paid to that individual or institution.

6)The Insurance Declaration Page on all properties. (Louisiana Only)

7)Property taxes paid on all properties.

8)If you purchased a new or used asset in 2014, the sales invoice. (New or Used Car, Truck, Camper, etc.)

9)Do you have funds in a foreign account?  Yes  No Need details (IMPORTANT!!!)

Estimated Tax Payments

1st Quarter / 2nd Quarter / 3rd Quarter / 4th Quarter / TOTAL
Date Paid / Amount / Date Paid / Amount / Date Paid / Amount / Date Paid / Amount
Federal
State

Wage Income………(Enclose all W-2 Forms)

Employer’s Name / T or S / Wages / Federal W/H / FICA / Medicare / State W/H / City W/H
Need your copies of all W-2s

Retirement Benefits Received……….(Enclose all 1099R Forms)

Payer / T or S / Amount / Plan Type
Need all
1099R

Interest Income…………..(Enclose all 1099-INT Forms)

Payer / T or S / Amount / Seller Financed Mortgage / Early Withdrawal Penalty / Tax Exempt
(Y or N)
Need all the 1099INT

______

Dividend Income………….(Enclose all 1099-DIV Forms)

Payer / T or S / Total Amount / Capital Gain Dist. / Non-Taxable
Need all the 1099DIV

2013 Tax Organizer See our Web Page…………… etaxla.com

Personal Itemized Deductions

Medical Amount

Prescription Drugs………………….______

Medical Insurance Premiums..……..______

Long Term Care Ins. Premiums……______

Medicare Premiums………………..______

Doctors/Dentists……………………______

Clinic/Lab Tests……………………______

Hospitals……………………………______

Eyeglasses/Hearing Aids…………..______

Orthopedic Shoes/Braces…………..______

Medical Long Distance Phone…….______

Other______...... ______

______...... ______

_____ Miles...... ______

Fares: Taxi, Bus, etc...... ______

Do you have a medical savings acct.?______

Interest

Deductible Home Mortgage Interest Paid to

Financial Institutions………………______

Home Equity Interest………………..______

Deductible Home Mortgage Interest Paid to

Individuals:*

Name Address:*______

Social Security No.:*______

*Failure to provide is subject to a $50 penalty.

Deductible Points (Include Amortization

Points from Prior Years)…………______

Investment Interest (list)……………______

______...... ______

______...... ______

______...... ______

Taxes

Real Estate…………………...……….______

Personal Property……………….……______

State & Local Income Tax……………______

State & Local General Sales Tax...... ______

______...... ______

Charitable Contributions

Cash Contributions*______...... ______

______...... ______

______...... ______

______...... ______

Other Than Cash Contributions…….______

______...... ______

______...... ______

______Miles for Charity ……………______

*Contributions of $250 or more require written substantiation from the organizations.

Miscellaneous Deductions Subject to 2% AGI

Unreimbursed Employee Business Expense______

Union & Professional Dues…………… ______

Safe Deposit Box Rental…………….. ______

Tax Return Preparation Fee…………. ______

Business Publications……………… ______

Business Telephone Calls…………… ______

Tools, Supplies, Equipment………… ______

Employment-Related Education…… ______

Investment Expenses……………… ______

Other______.... ______

Miscellaneous Deductions Not Subject to 2% AGI

Gambling Losses (limited to winnings).. ______

______

______

2013 Tax Organizer See our Web Page…………… etaxla.com