MY TAX ORGANIZER

The organizer found on the Client Services page is intended for new clients.  This is the one I send to my clients every January.  This is intended to help you gather your important tax documents and other information for your tax return: 2011 Organizer

SELF-EMPLOYED CHECKLISTS

Find the category which best describes your self-employment and click on the link.  If none are specific to you use the generic Self-Employed checklist at the end of the section.  These checklists are not intended to be all encompassing.  Everyone runs their business slightly different.  If you have expenses in a category not listed, please, add it in one of the blank lines.  Click on the link and print the form.

Some of these checklists do not have an area for showing income.  Use this:  Income

• Arts & Crafts: Arts & Crafts
• Auto Repair, Auto Body, Mechanic:  Auto
• Bankers, Loan Officers, Mortgage Officer:  Bank
• Beauticians, Hair Dressers, Nail Salons, Barbers:  Salons
• Business Professionals, Executives, Managers: Businesses
• Consultants, Computers, Graphic Artists: Consultants
• Computer Professionals: Computers
• Day Care Providers: Daycare
• Entertainers, Musicians, Dancers, Models:  Entertainers
• In-Home Sales (Avon, Mary Kay, Happy Chef, etc.):  In-Home
• Law Enforcement, Police, Firemen, Sheriff:  Law
• Lawn Care: Lawns
• Medical Professionals, In-Home Care:  Medical
• Outside Salespeople:  Sales
• Real Estae Professionals: Realestate
• Tradesmen, Carpenter, Painter, Siding Installation:  Trades
• Trainer, Teacher, Educator:  Trainer
• Truck Drivers, Deliveryment, Taxi Service:  Drivers
• All Other Self Employed:  Self

OFFICE IN THE HOME

Do you have an office in your home which you use for your job?  If you are self-employed this may be a major deduction for you as it is used on your Schedule C.  Otherwise, it goes on Schedule A with other job related expenses.  Download this organizer to see which expenses qualify: Office

STOCK TRADES

All stock and securites trades must be reported to the IRS.  For each trade the info needed is # of shares, purchase price, date purchased, date sold and sale price.  Use this form: D-1

WHY YOU SHOULD USE ALSEN TAX SERVICE

Every January the airwaves are filled with ads from TurboTax, H&R Block and other tax prep alternatives.  Whether you do it yourself or have a tax service there are reasons why Alsen Tax Service is better.  Click the following: top ten