2015
TaxOrganizerfor
CorporateReturns
11201120sReturns
UsethisOrganizerforCorporationsorLLCs(TaxedasCorporations)
IMPORTANT
Wewillbeunabletocompleteyourtaxreturnuntilwehavereceivedthecompletedtaxorganizerandrequireddocumentationincludingtheclientstatement,paymentinformation,corporateinformationownershipinformation.
AndersonAdvisors|AndersonBusinessAdvisors
3225McLeodDrive,Suite100
LasVegas,NV89121
TollFree:800-706-4741
Local:702-487-3780
Fax:702-664-0547
E-Mail:
SecureOnlineUploadPage:
INSTRUCTIONS
•Pleaseattachacopyofyourpreviousyeartaxreturnifnotpreparedbyourcompany.
•Completethesectionspertainingtoyourtaxreportingrequirements.
•Pleasechecktheorganizertomakesureyouarefurnishingalltheinformationneededtocompleteyourreturncorrectlyandaccurately.
•Usethelastpageoftheorganizertowritedownquestionsyoumayhaveandwewilladdressthemduringthepreparationofthetaxreturn.
•PleaseprintoutaBalanceSheetandaProfitLossStatementfromyouraccountingprogramusingcashbasis.
CLIENTSTATEMENT
Taxreturnsarepreparedintheorderreceived.CompletedTaxOrganizersaredueinouroffices30dayspriortothereturndeadlineinorderforAndersonAdvisorstoguaranteethetimelinessofthereturn. IntheeventaTaxOrganizerisreceivedwithinthe30dayperiodpriortothetaxdeadline,Clientwillpayanexpeditefeeof$150.00toensuretimelycompletionandifreceivedinthefinal2weeksbeforethedeadline,Clientwillpay$250.00toensuretimelycompletion.Ifunabletocompletebydeadline,AndersonAdvisorswillrequestanextensiononclient’sbehalfifthatoptionisavailable.
Thescopeofworkinconnectionwiththepreparationofyour(“theClient”)federalandstateincometaxreturnsisintendedtobeincompliancewiththerequirementsissuedbythevarioustaxingauthorities.Becausetaxlawsarenotalwaysclear,honestdifferencesofopinionsmayarisebetweenourinterpretationoflawsandthatofthevarioustaxingauthorities.Wewillassistyouinresolvingthesedifferencesinyourfavorwheneverpossible.
Clientand/oryourdulyappointedrepresentativeagreenottoholdAndersonAdvisorsliableforinterpretationsmadewithregardtoanyoftheinformationsuppliedbyClientandusedinthepreparationofthetaxreturns. Unlesscompelledtodosobylaw,AndersonAdvisorsdoesnotdiscloseanyirregularitiesorprovidestatementswithregardtothevalidityoftheinformationsuppliedbyClienttoanytaxingauthority.
Alltaxreturnsaresubjecttoreviewandacceptancebythevarioustaxingauthorities. IntheeventofanexaminationorothertaxingauthoritycontactAndersonAdvisorscanrespondorrepresentyourpositiontothetaxingauthority;however,thereisafeeforthisservice.Youmayappealanyadjustmentsproposedbyataxingauthority.
Pleasereviewanycompletedtaxreturnscarefully. Aspreparers,wehavearesponsibilitybothtothevarioustaxingauthoritieswithwhomwefiletaxreturnsaswellastoourclients. AnyclientwillremainliableforthecontentsoftaxreturnspreparedbyAndersonAdvisorswithdataprovidedbysaidclient.
Alltaxreturnpreparationfeesmustbepaidbeforethetaxreturncanbeelectronicallyprocessed.
Oncepaymentisreceivedandtheproperformsaresignedtoelectronicallyfilethetaxreturn,i.e.Form
8879,wewillfilethetaxreturn.
BysigningthisdocumentIacknowledgethisstatementandthedatesbelow.Signature:
NameonCreditCard:CreditCardNumber:
ExpDate:3/4DigitCode:
Bysubmittingthisform,youareauthorizingAndersonAdvisorstosendyouaninvoiceelectronically(viaemail)andtochargethecreditcardprovidedabovefive(5)daysaftertheinvoicehasbeensubmittedtoyou.
Checkifyouwouldlikeaquotefor
thepreparationfeesbasedontheinformationprovidedinthisOrganizerbeforeworkiscommenced.
YesWouldyouliketouseyour
prepaidtaxpackagetimeforthisreturn?(ifapplicable)
Yes
No
Notsure,pleasecontactmetodiscuss
FAXCOVERPAGE
Attention:AndersonAdvisors-TaxPreparationDepartment
To:AndersonAdvisors-702-664-0547
Attention:
From:
Date:
TotalNumberofPages: (includingcoverpage)
THISFAXINCLUDESTHEFOLLOWING(Checkallthatapply)
ClientStatement
Organizerfor(Name )
SupportingDocuments
Other
Youmayalsouploadalldocumentssecurelyonlineat
CorporationInformation:
FirstNameLastName:NameofCorporation:StreetAddressofBusiness:City:
State:Zip:
EmployerIDNumber(EIN):SigningOfficer
Title:
Phone:(BesttoReachYouDuringtheDay)
E-mail:
MailCompletedReturnto:
City:
State:Zip:
Doesyourentityhaveayear-endotherthanDec?
Ifso,When?
Isthisthecorporation'sfirstreturn?
Isthisthefinaltaxreturn? Ifyes,Whatisthedissolutiondate?
StateofIncorporation:StateIDNo.:
WebfileNumber(TXonly):SOSNumber
(CAonly)
WhatdatewastheCorporationformed?
Areyouregisteredtodobusinessinanotherstate(s)?
Whatistheprincipalbusiness?
Whatisthemainproductorservice?
OtherInformation
AccountingMethodCashAccrual
Other
Attheendofthetaxyear,didthecorporationown,directlyorindirectly,50%ormoreofthevotingstockofanotherdomesticcorporation?
DidtheCorporationhaveanyinterestinapartnershiporLLC?
Ifyes,pleaselistnameof
PartnershiporLLC
Howmanyshareholdersdidthecorporationhaveattheendofthetaxyear?
OwnershipInformation
**Pleasefillinallinformation-Ifshareholderisanindividual,useSocialSecurityNumber.Ifshareholderisanentity,usetheEINnumber
NameofShareholder:
U.S.Citizen:Ifno,Where?StreetAddress:
City:
State:Zip:SocialSecurityNumber/EIN
Title:Ownership
NameofShareholder:
U.S.Citizen:Ifno,Where?StreetAddress:
City:
State:Zip:SocialSecurityNumber/EIN
Title:Ownership
NameofShareholder:
U.S.Citizen:Ifno,Where?StreetAddress:
City:
State:Zip:SocialSecurityNumber/EIN
Title:Ownership
NameofShareholder:
U.S.Citizen:Ifno,Where?StreetAddress:
City:
State:Zip:SocialSecurityNumber/EIN
Title:Ownership
NameofShareholder:
U.S.Citizen:Ifno,Where?StreetAddress:
City:
State:Zip:SocialSecurityNumber/EIN
Title:Ownership
DoyouhavemoreShareholders?
FINANCIALSTATEMENTS
SkipthenextfewsectionsonAssets,Liabilities,IncomeandExpensesifyouareprovidingaBalanceSheetandProfitandLossStatement.
BalanceSheet
Assets
CashinBankonLastDayof
BusinessYear
TradeNotesandAccounts
Receivable(foraccrualbasisonly)Inventories
OtherCurrentAssets(attachstatement)
OtherInvestments(attachstatement)
BuildingsandOtherDepreciable
Assets
LessaccumulatedDepreciation
Land
IntangibleAssets
LesaccumulatedAmortization
TotalAssets
LiabilitiesandCapital
AccountsPayable
MortgagesandNotesPayableinLessThan1Year(accrualbasisonly)
Othercurrentliabilities(attachstatement)
AllNon-recourseLoans
Mortgages,NotesPayablein1YearorMore
OtherLiabilities(AttachStatement)CommonStock
AdditionalPaidinCapital
TotalLiabilitiesandCapital
Income
BusinessIncome
InterestReceived(Encloseall
1099-INTForms)
DividendsReceived(Encloseall
1099-DIVForms)GrossRents
GrossRoyalties
OtherIncome(AttachSchedule)GainsfromSaleofBusiness
Property(AttachPurchaseSale,HUDStmtsDepreciationSchedules)
Expenses
CostofGoodsSold(ForCorporationsManufacturingGoodsorHousingInventoryforResale)BeginningInventory
PurchasesMaterialsPurchasesSuppliesOtherCosts(Explain)CostofLabor
LessEndingInventoryBalance
Accounting
Automobiletruckexpense
BusinessMileageTotalBusinessMilesBankcharges
Computerservicesandsupplies
DeliveryandFreightDuesandsubscriptionsEquipmentrent
Gift($25.00maximumpergift)Insurance(medical)
Insurance(other,notlife)LegalandProfessionalMealsentertainmentMedicalreimbursementOfficeexpense
Outsideservices/independentcontractors
PayrollTaxExpense(FICA,FUTA,SDI,etc.employerportiononly.Attachpayrollreports,w3etc.)
PermitsandlicensesParkingandTollsPostage
PrintingSuppliesTelephoneTools
Training/continuingeducation
Travel
Doyouofferhealthinsuranceforallyouremployeesandpayatleast
50%ofthepremium?
Didyouissueallnecessary1099s?
OtherExpenses(Describe)
OtherAmountOtherAmountOtherAmountOtherAmount
AssetsForDepreciation:
BusinessAssetWorksheet:Completeforallbusinessassetspurchased.Listanyrepairs,furnishingsandappliancesgreaterthan$250, suchascomputers,officeequipment,furniture,software,toolsormachineryetc.thatareusedinyourbusiness.
DatePurchased:
AssetPrice:
IfSold:DateSalePrice:
DatePurchased:
AssetPrice:
IfSold:DateSalePrice:
DatePurchased:
AssetPrice:
IfSold:DateSalePrice:
DatePurchased:
AssetPrice:
IfSold:DateSalePrice:
DatePurchased:
AssetPrice:
IfSold:DateSalePrice:
Doyouhaveadditionalassets?
Pre-IncorporationExpenses
IsthisthefirstCorporateTax
ReturnfiledbythisEntity?
Ifno,skipthispage
DONOTINCLUDEFEESFORENTITIESMANAGEDBYCORPORATION
OrganizationCosts
Start-UpCosts(CostsIncurredPriortoDateofIncorporation)
SeminarEducationCostsDateTaken:Amount:DateTaken: Amount:DateTaken: Amount:DateTaken: Amount:DoyouhaveadditionalEducation
costs?
TravelLodging
Date:Amount:Date:Amount:Date: Amount:Date: Amount:Doyouhaveadditional
Travelcosts?
MealsEntertainment
Date:Amount:Date:Amount:Date: Amount:Date: Amount:Doyouhaveadditional
MealsandEntertainmentcosts?
OfficeSupplies
Date:Amount:Date:Amount:Date: Amount:Date: Amount:DoyouhaveadditionalOffice
Supplycosts?
Equipment
Date:Amount:Date:Amount:Date: Amount:Date: Amount:Doyouhaveadditional
Equipmentcosts?
OtherCosts
Date:Amount:Describe:
Date:Amount:Describe:
Date:Amount:Describe:
Date:Amount:Describe:
Doyouhaveadditionalcosts?
*Start-UpExpensesmustbeitemizedbypaymentdatesandcategorizedaslistedabove.
SalesofStocks,Bonds,MutualFundsandOtherSecurities
IsthebrokerageaccountinthenameofthisCorporation?
Ifno,skiptothenextpage.
Pleaseincludetheentireform1099-BfurnishedfromyourBrokersalongwithaGain/LossActivityReportinExcelformat. IfthebrokerstatementsincludetheCOSTofthesecuritiessoldduringtheyearandoryouaresendingprintoutsshowingthecostofthesecuritiessold,youdonotneedtocompletethissection.
Description:
DateSold:DateAcquired:
CostBasis:SalePrice:
Description:
DateSold:DateAcquired:
CostBasis:SalePrice:
Description:
DateSold:DateAcquired:
CostBasis:SalePrice:
Description:
DateSold:DateAcquired:
CostBasis:SalePrice:
Description:
DateSold:DateAcquired:
CostBasis:SalePrice:
Doyouhavemoresales?
TotalOptionsPurchasedin2014:TotalOptionsSoldin2014:
CapitalLossCarryoverfromprior
Year:
**INCLUDEANYOPENOPTIONTRANSACTIONSATYEAREND.**
SaleofRealEstate
EnclosecopiesofForm(s)1099-SCLOSINGSTATEMENTSHUD-1’SFORALLPURCHASES,SALES,ANDREFINANCINGS.
Description:DateAcquired:
DateSold:SalePrice:
CostBasis:TypeofProperty:
Description:DateAcquired:
DateSold:SalePrice:
CostBasis:TypeofProperty:
Description:DateAcquired:
DateSold:SalePrice:
CostBasis:TypeofProperty:
Description:DateAcquired:
DateSold:SalePrice:
CostBasis:TypeofProperty:
Description:DateAcquired:
DateSold:SalePrice:CostBasis:TypeofProperty:
Ifthesoldpropertieshavebeendepreciatedaspriorrentalspleaseprovidealldepreciationschedules.
RENTAL“REALESTATE”PROPERTYANDROYALTYINCOME:ATTACHHUD-1’SFORALLPROPERTYPURCHASESREFINANCINGSIN2014
DescriptionofPropertyCompletePropertyAddress(ex:Singlefamily,Duplex,Condo,orCommercial)PropertyID(A)
PropertyID(B)PropertyID(C)
PropertyID(D)
Income:
PropertyA:
DatePropertybecameAvailable:RentsReceived:RoyaltiesReceived:
PropertyB:
DatePropertybecameAvailable:RentsReceived:RoyaltiesReceived:
PropertyC:
DatePropertybecameAvailable:RentsReceived:RoyaltiesReceived:
PropertyD:
DatePropertybecameAvailable:RentsReceived:RoyaltiesReceived:
Expenses:
PropertyA:
Auto(UsedforRentalProperties)AdvertisingandPromotion
CleaningandMaintenanceCommissions
InsuranceLegalandProfessionalFees
MortgageInterestManagementFees
PointsPurchase/RefinancingRepairs(over$250,itemizedbelow)
RealEstateTaxesUtilities
Meals/EntertainmentOtherExpenses(Liston
LastPage)
PropertyB:
Auto(UsedforRentalProperties)AdvertisingandPromotion
CleaningandMaintenanceCommissions
InsuranceLegalandProfessionalFees
MortgageInterestManagementFees
PointsPurchase/RefinancingRepairs(over$250,itemizedbelow)
RealEstateTaxesUtilities
Meals/EntertainmentOtherExpenses(Liston
LastPage)
PropertyC:
Auto(UsedforRentalProperties)AdvertisingandPromotion
CleaningandMaintenanceCommissions
InsuranceLegalandProfessionalFees
MortgageInterestManagementFees
PointsPurchase/RefinancingRepairs(over$250,itemizedbelow)
RealEstateTaxesUtilities
Meals/Entertainment
OtherExpenses(ListonLastPage)
PropertyD:
Auto(UsedforRentalProperties)AdvertisingandPromotion
CleaningandMaintenanceCommissions
InsuranceLegalandProfessionalFees
MortgageInterestManagementFees
PointsPurchase/RefinancingRepairs(over$250,itemizedbelow)
RealEstateTaxesUtilities
Meals/EntertainmentOtherExpenses(ListonLastPage)
AssetsForDepreciation:
RentalAssetWorksheet:Completeforallrentalassetspurchased.Listanyrepairs,furnishingsandappliancesover$250.00.
PropertyID:DatePurchased:
Asset:Price:
DateSold(ifapplicable):SalePrice:
PropertyID:
DatePurchased:
Asset:Price:
DateSold(ifapplicable):SalePrice:
PropertyID:
DatePurchased:
Asset:Price:
DateSold(ifapplicable):SalePrice:
PropertyID:
DatePurchased:
Asset:Price:
DateSold(ifapplicable):SalePrice:
PropertyID:
DatePurchased:
Asset:Price:DateSold(ifapplicable):SalePrice:
Doyouhaveadditionalassets?
TaxPayments
FederalEstimatedTaxPaymentsforTaxYear2014
1stQuarter
DatePaid:AmountPaid:
2ndQuarter
DatePaid:AmountPaid:
3rdQuarter
DatePaid:AmountPaid:
4thQuarter
DatePaid:AmountPaid:AdditionalPaymentsMade:
DatePaid:AmountPaid:
StateEstimatedTaxPaymentsforTaxYear2014
1stQuarter
DatePaid:AmountPaid:
2ndQuarter
DatePaid:AmountPaid:
3rdQuarter
DatePaid:AmountPaid:
4thQuarter
DatePaid:AmountPaid:AdditionalPaymentsMade:
DatePaid:AmountPaid:
ADDITIONALINFORMATIONORCOMMENTS:
Pleasesaveandsubmitformviaemailat:
oryoucanouruploadittooursecureserverat:
Youmayalsoprintoutthedocumentandfaxittousat:
702.664.0547