7/26/2019 2015 Organizer

1/5

Tax Year 2014

ExactCPAtel 212.234.8333 fax 646.929.5562 www.ExactCPA.com

krishna@exactcpa.com

Check if no change from your 2013 return in address, martial status & dependents. Otherwise note changes

on next page.

Print Name E-mail

Address

City State Zip Code

Home Tel. # Mobile Tel #

Thank you for choosing ExactCPA to assist you in the preparation of your 2014taxes

We will prepare your federal and state tax returns for tax year 2014. We depend on

you to provide the information we need to prepare complete and accurate returns

Although our work will not include procedures to discover irregularities in the data you

provide, we may ask you for clarification or additional information to ensure the returns

are as complere and accurate as possible.

In this document is an organizer to help you collect the data required for your returns

This organizer will help you avoid overlooking important information, and by using it

you will contribute to efficient preparation of your returns and help minimize the cost of

our services. By providing your e-mail address above, you are authorizing us to sen

secure information to only this email address during 2015.

7/26/2019 2015 Organizer

2/5

ThroughApril15, the deadline, our office hours are Monday through Friday, 9am - 5pm

Central Standard Time. Please feel free to mail, email, upload, or fax your taxinformation. Contact us and we will set up your own client portal where you can simply

upload your documents. We will return your original records to you once your return is

finalized. You should securely store these records, along with all supportingdocuments and the copy of the tax returns we provide you for four full years. Theseitems may be needed to prove accuracy and completeness of your returns. It is your

responsibility to review your returns before they are filed to determine that all income

has been correctly reported and that you have substantiation for your deductions.

To affirm this letter accurately summarizes your understanding of our agreement for the

preparation of your tax returns for the year 2014, please sign below on the space

indicated and return this document to us. Thank you again for choosing ExactCPA to

assist you in preparing your 2014taxes. We appreciate your confidence in us.

Accepted by:

_____________________________________________________________________

Taxpayer Signature Date

_____________________________________________________________________

Spouse Signature Date

Confidentiality

All of the documents and records relating to clients are the property and proprietary interest o

ExactCPA, LLC to the extent it is consistent with applicable laws. All original documents are the

property of the client and should be returned to the client upon request. The firm's documents and

records relating to its clients are confidential and may not be disclosed without express written

permission from the client or unless required by law. All employees of the firm must ensure tha

privacy will be maintained for client information. In consideration of the firm's size and complexity,

the nature and scope of the professional services we render to our clients, and the sensitivity of the

information we collect, the firm has determined that compliance with this policy appears to satisfy

the current regulatory requirements under the Federal Trade Commission Safeguards Rule.

7/26/2019 2015 Organizer

3/5

A. Taxpayer & Spouse Information

Name Soc. Sec. No. Date of Birth Occupation

Taxpayer

Spouse

Street Address City State Zip

Married

Single

Married - Filing Separately

Date of Divorce (if 2013)

Date of Death (if 2013)

Widow(er)

Marital Status:

Legally blind

Disabled

Presidential Campaign Fund

Taxpayer Spous

Please indicate any major changes

affecting you or your spouse in 2014:

Birth

Death

Marriage

Started/ended business

Self-employed

Office in home

B. Dependents (Children & Others)

DisabledGross Inco

Relationship Date of BirthSoc. Sec. No.Name (first & last)

1

2

if over $8Full-TimeStudent

3

C. Direct Deposit Information

f you would like to have any refund Direct Deposited to your bank, please attach a voided check or fill in the following information

Routing NumberName of Bank Account Number

Other Filing Information:

D. First Time Homebuyer Credits

Did you and your spouse file for and receive any first time homebuyer credits? If yes, please attach a statement with the year you

iled for it, the amount received, and whether or not you are still living in the residence.

Cell Phone

Home Phone

NoYes

3

4

6

5

SavingsChecking

7/26/2019 2015 Organizer

4/5

E. Wage & Salary Income

Did you or your spouse receive interest or dividend

income in 2014? If yes, please attach your 1099-INT's

and 1099-DIV's.

F. Interest & Dividend Income

Did you or your spouse receive wage or salary income

in 2014? If yes, please attach your W-2's.

Yes No NoYes

G. Investments Sold

Did you or your spouse sell any investments (stocks,

bonds, mutual funds, gold, silver, partnership interest)

in 2014? If yes, please attach your 1099-B's and Year

End Realized Gain/Loss Statement from your broker.

NoYes

H. Pension & Annuity Income

Did you or your spouse have any pension or annuity

income in 2014? If yes, please attach your 1099-R's an

1099-SSA's.

NoYes

Did you or your spouse contribute to or withdraw

money from your IRA in 2014? If yes, please completethe following and attach your 1099-R's.

Contributions for Date Roth IRAAmounttax year income

Taxpayer

Spouse

. IRA(Individual Retirement Acct)

Yes No

J. Estimated Tax Paid

Due Date Date Paid Federal Amount State amount2013Balance

carryover

1st - 4/15/14

2nd - 6/16/14

3rd - 9/15/14

4th - 1/15/15

K. Interest Expense

Did you or your spouse have interest expense (1st or2nd mortgage, or investment interest) in 2014? If yes,please attach your 1098's.

NoYes

L. Taxes Paid

Property taxes (other than rental properties)

Auto Registration

Sales Tax: Sales tax:

Sales tax:

M. Medical Expenses(not covered by benefit program)

NOT covered by benefit program Amount

Prescription Drugs

Doctor/Dentist/Orthodontist:

Medical mileage:

Medical insurance premiums:

N. Other Itemized Deductions

Tax preparation fees

Safe deposit box

Financial planning fees

IRA fees

New car

New house

Other medical/dental expenses:

mi.

Did you or your spouse acquire a new mortgage(i.e. 2nd), HELOC or refinance in 2014? If yes,please attach a detailed statement explaining how themoneywas used. NoYes

7/26/2019 2015 Organizer

5/5

O. Other Income

Source Amount

Child Support

Scholarship & Grants

Unemployment Compensation

Prizes, Bonuses, Awards

Gambling/Lottery Winnings

Gambling/Lottery Losses

Unreported Tips

Director/Executor's Fees

Commissions

Jury Duty(not mileage reimbursement)

Worker's Compensation

Payments fromprior installment sale

Disability Income

Veteran's Pension

State income tax refund

Other:

Received self-employment or hobby income

Non-Resident of the United States

Received rent from real estate or other property(Please fill out the Rental Property Organizer)

Had foreign bank accounts in excess of $10,000

Provided a home for or helped support anyone not listed

as your dependent

Received correspondence from the IRS or State taxing agenc(Please include the correspondence)

Gave a gift of more than $14,000 to one or more people

Went through bankruptcy proceedings

Q. Tax Credits - Please mark all that apply to you

Disabled access creditPurchased a hybrid/plug-in vehicle during the year(If you checked this box, please include the sales documents)

Installed solar energy system (skylights, water heater, etc.)

Installed energy efficient improvements(If you checked this box, please include documentation)

(If you checked this box, please include documentation)

Fuel tax credit (farming purposes)

Historic preservation credit

Adoption credit

P. Other Items - Please mark all that app

(Please attach a statement with the name of the dependent, name, address,and ID number of the provider, and the amount paid)

Had dependent care expenses

(Please attach a statement identifying if you paid or received, the amount,to/from whom, and that person's social security number)

Paid or received alimony

(Please attach a statement with the location and description of the property,amount ($) of damage, insurance reimbursements, repairs costs, and federalgrants you received)

Had casualty or theft loss

(Please attach a statement with amounts paid for dues or subscriptions, unifoor work equipment, job travel (air, hotel, etc), continuing education, and milea

Unreimbursed employment-related expenses (not self-emplo

(Please attach a separate statement for checks/cash and non-cash items. Increceipts for all donations. For non-cash donations over $500, please providereceipt, description of items, date given, cost and value of items.)

Charitable contributions

(Please attach a statement with the student's name, name of college, year inschool of student, tuition amount, and amounts paid for books, equipment orcomputers. Attach receipts and 1098-T's.)

Tuition and Fees

Student loan interest(Please attach a statement with the student's name, the amount and to whomwas paid. Please attach 1098-E's.)

2014ExactCPA

Other:

Other:

mi.Charitable miles: