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Jim Ewing
284 Bartmess Blvd
Sparks, NV 89436-6037
Fax 775-425-0841

Cell: 775-250-3743

e-Mail: JimEwing@Ewing-Enterprises.com
Note NEW Email address

Tax Preparation, PC Consultant,

PC Doctor, Website Webmaster

Websites:
www.ewing-enterprises.com

www.wcs-dancer.com

INCOME TAX WORKSHEET

Tax Year 2009

General Information about you:

Name: _______________________________________________________________________________________

NOTE: Names MUST match the name on your Social Security Card or tax return will be rejected.

Check spelling carefully. If the name is wrong on SSN Card, use the wrong name.

Address: _____________________________________ E-Mail address ________________________________

City, State, Zip: ___________________________________________________________________________________

Phone #’s: TaxPayer: Evenings: _____________________ Days: ________________________ Cell ________

Spouse: Evenings: ____________________ Days: ________________________ Cell ________

FAX: _____________________

SSN: Taxpayer: ___________________________ Spouse:_______________________________

NOTE: Everyone MUST have a SSN, including newborn babies

Occupation: Taxpayer: ___________________________ Spouse: _______________________________

Birthdate: Taxpayer: ___________________________ Spouse:______________________________

ELECTRONIC FILING? Send return by computer to IRS & State (E-File)? Yes_____ No_____

Direct Deposit? Yes___ No___ If Yes, same Checking Acct as last year? Yes___ No ____
If No, please enclosed a VOIDED check for the account you wish to direct deposit your refund to.

CHILDREN you are claiming (You MUST have a SSN for all children, even if born in 2009:

Name Birthdate SSN Relationship

___________________________________________________________________________________________

OTHER PERSONS you are claiming (Mother, Father, etc...) Include SSN’s and relationship

_____________________________________________________________________________________________

ALIMONY: Received/Paid $____________ SSN of person___________ Name: ______________________

UNEMPLOYMENT received $______________________ SCHOLARSHIPS received: $___________________

SOCIAL SECURITY received $______________________ Student Loan Interest: $___________________

2008 STATE TAX REFUND $______________________ (received in 2009 if different than my files from last year)

INTEREST RECEIVED:

Received From: Amount:

____________________________________________ ____________________________________________

DIVIDENDS RECEIVED: (use reverse side if necessary, or send me a copy of your 1099Div form)

Received from: Amount:

_________________________________________ ____________________________________________________

OTHER INCOME: (list) ________________________________________________________________________________

_________________________________________________________________________________________________

CHILD CARE: RULE: Expense must be so you or spouse can work. The following information MUST be obtained from

the care provider in order to claim it:

Number of children cared for: __________

Name of Care Giver: SSN # or Employer # Address & Phone Amount Paid Child's name

________________________________________________________________________________________________

COLLEGE EXPENSES: Name of College_______________________ Amount: ________ For Person:_______________

Scholarship/Grants received: $__________________

Note: If you pay education tuition for yourself or family member it may be deductible

CALIFORNIA RENTERS CREDIT:

Landlord’s Name: _____________________________ Telephone number: ___________________________

Landlord’s Address: _____________________________________________________________________________

Schedule A Personal Expenses:

The following expenses must total MORE than $5700 for singles, or married filing separate; for Married filing Jointly $11,400; or head of household $8,350, before you actually get to deduct anything. The former are the standard deductions. Don't waste your time totaling your deductions if you can't exceed these amounts.

MEDICAL EXPENSES:
(Note: there is a 7.5% of your Adjusted Gross Income as a deductible – I’ll apply Deductible)

Total all doctors, dentists, prescriptions, medical policies, glasses, hearing

aids, crutches, and other medical expenses: _____________________

How many MILES did you travel for medical purposes (24 cents per mile)? Count every

Doctor visit, trips to druggist, and/or trips to hospital to visit immediate family ________

TAXES:

If you paid additional STATE Income Taxes in 2009 for tax year 2008, give TOTAL amount: _________
Real Estate Property Taxes: _________

Motor Vehicle License Fees: _________ How Many Vehicles? ________

State Sales Taxes Paid _________ (if you didn’t keep track, I can use IRS Standard Tables)

Income tax Preparation for last year: ________

“Estimated” (Schedule 1040ES) taxes paid for 2009:

How much to Federal_____________ How much to State:___________

INTEREST PAID:

Home Mortgage paid to Banks and Institutions: _______________ Mortgage Insurance Premiums _______

Home Mortgage paid to Individuals: _________________ Name: _______________________________

SSN# _______________________ Address: _______________________________

Note: If you refinanced your home mortgage and ALL of the Refi’ed funds just went to payoff the old mortgage, then ALL of the Mortgage Interest and Mortgage Insurance is deductible. If you used some of the Refi money to pay off Credit Cards (personal debt or other uses), then only part of the Mortgage Interest is deductible. What is the amount of your Refi __________ give amount used to pay personal debt or other uses ___________

Points paid: _________________ (provide me with Escrow Closing Statement)

CHARITY:

Cash and Check:___________________ (You MUST have a written receipt for each donation over $250)

**Non-Cash:       ___________________ (If over $500 provide an itemized list showing:**

**Name/address of Charity, Today’s fair market value of the item, Original Cost of the item, date of donation.
This would be items to Your Church, Salvation Army, Goodwill, etc...   You MUST have a written receipt for each donation event) Miles driven to support non-profit organizations such as children sports (14 cents per mile) _______________
           Rule: This is support for the group, not just for your own children.

CASUALTY & THEFT

Only amounts exceeding 10% of your total income + $100 is deductible. Give me an ITEMIZED list

showing: Date of loss: _________ Original cost of item lost: __________ Date of purchase of each

item:____________ Value of each item at time of loss: ______ Amount paid by insurance Co: _________

How did you have the loss: (fire, theft, etc) __________

MOVING EXPENSES:

Move must be 50 miles or more than the distance from your former home to your former employment

and must be due to a change or transfer of employment. Move must be within one year of new

Employment date.

a. Household goods movement & temporary storage: $_____________

b. Family travel expenses: Lodging $_______ Travel $_____________ (Food/meals can't be deducted)

Miles driven (24 cents per mile) _______

c. Distance from old home to new job location: _______ Distance from old home to old job location: _____

JOB EXPENSES Give a list of Job Expenses on a separate sheet or on the reverse of this page: Example: Union Dues, Professional Assn dues, miles driven between job sites (55 cents per mile), job education, client entertainment, unreimbursed travel expenses, unreimbursed expenses, uniforms that aren’t normal street-ware, etc. Lump your expenses into general categories e.g. “Tools” in lieu of itemizing such as wrenches, hammers, etc. Total Miles driven for business reasons (55 cents per mile) _____________

OTHER EXPENSES Give a list of other expenses such as Tax Preparation (unless I did them last year), Investment expenses, safe deposit box for stocks & bonds:

____________________________________________________________________________________________

Schedule D Investments:

SALE OF STOCKS & BONDS I MUST have ALL of the below information. I cannot guess it. Use reverse if more than one.

Name & Number of shares Date and COST of purchase Date & Price Sold

_____________________ __________________________ ____________________________________

Sale/Purchase of Real Estate: I need copies of both the purchase and sale Escrow closing statements for each property purchased and/or sold.

Schedule C Small Business:

Name of business: _________________________________________ Type of Business ______________
Business Address: ________________________________________________________________________

I need a total by category, of all business expenses, and a total gross income.

TOTAL INCOME RECEIVED FROM ALL SOURCES: $_____________

Expenses:

Advertising __________ Repairs/maintenance _________

Commissions & fees __________ Taxes/Licenses _________

Employee Benefit Programs __________ Travel _________

Insurance (not auto) __________ Entertainment/meals _________

Legal/Professional Fees __________ Supplies _________

Mortgage Interest to banks __________ Utilities _________

Mortgage Interest to Others __________ Wages _________

Office Expenses __________ Other (list) _______________________

Rent or lease Equipment __________ _________________________________

Rent or lease property __________ __________________________________

List equipment purchases separately, giving cost and date of purchase (use reverse if needed).

_______________________________________________________________________________

Vehicles used in business. If more than 1 vehicle, make separate list for EACH one,

DO NOT COMBINE VEHICLE EXPENSES:

Total miles driven for year __________

Miles used for business __________

Miles used for commuting __________

Miles used for personal use __________

Parking fees & tolls __________

Note: You must have a written record of your mileage. It cannot be estimated.

Mileage is 55 cents per mile for tax year 2009 If you use your vehicle more than 50% for business purposes and want to list actual expenses, then list actual expenses below IF they total more than the per business mile above AND you have not claimed mileage for this vehicle in the past. You can only claim actual expenses for a vehicle new to your business. In my experience, over the life of the business use, mileage always paid more than actual expenses so I recommend claiming mileage only (and you don't have to mess with deprecation recapture).

If you are taking business mileage allowance (above) then skip the actual expenses below.

Auto Repairs/Parts (includes batteries, oil, washings, etc) ________

Auto Fuel _________

Auto License Fees _________

Auto Insurance _________

Other (give list) _________

Interest on business Auto debt ________

If Business Auto is new to you this year:

Did you keep your old Auto? _________

Total cost of New Auto _________

Date purchased: _________

Did you use your old Auto for business? _________

if so: Trade in value or sale price of old auto: _________

Schedule E RENTAL REAL ESTATE:

Make a separate itemized list for each property: Property address: _________________________________

TOTAL INCOME RECEIVED FROM ALL SOURCES FOR THIS PROPERTY: $_____________ (do not count deposits)

Expenses:

Advertising __________ Rent of Equip __________

Auto & Travel __________ Rent of office __________

Cleaning & Maintenance __________ Supplies __________

Commissions __________ Property Tax __________

Legal/Professional Fees __________ Utilities __________

Insurance __________ Licenses __________

Management Fees __________ Dues Prof Assn __________

Repairs __________ Professional Books & Magazines __________

Mortgage Interest to banks __________ Telephone __________

Mortgage Interest to others __________ Other (list on back if necessary) __________

OTHER Deductions: List other items you feel you may deduct; use reverse if necessary:

____________________________________________________________________________________________

OTHER INCOME: List sources and amounts of income received from sources NOT reported on 1099's or W-2's

____________________________________________________________________________________________

COMMENTS: (anything you want to tell me)

____________________________________________________________________________________________

General Instructions

IF I DID NOT PREPARE YOUR TAX RETURN LAST YEAR, please bring/send me a copy of last year’s tax return. Many times there are items that need to be carried forward to the next tax year and that would be indicated on your previous year’s return.

If I prepared your taxes last year then I ALREADY have it on file. No need to send me a copy. I have more detailed checklists for Schedule E Rentals, and Schedule C Small Business with example items. Call/e-Mail me if you need them and I’ll send them to you. If you need similar check sheets for other forms, I have them also. E-Mail Address: JimEwing@Ewing-Enterprises.com

If you need help in any way, or have questions, feel free to call me 775-250-3743.

My home-office address is: 284 Bartmess Blvd, Sparks, NV 89436-6037

Office hours are 10am-10pm Monday through Sunday, Pacific Time, please call for an appointment.

This check sheet, with applicable supporting documents (W-2 forms etc), can be:

a. U.S. Postal Mailed to me, or, UPS/FEDEX/DHL

b. Dropped off in my drop box by my front door (be sure to alert me that you did this), or,

c. You can make an appointment and bring them to me.

d. E-Mailed to me.

If you drop them off or mail them, I’ll call you if I have any questions or need more information, and I’ll call you when they are ready for signing/pickup. If you live out of town, I’ll mail them to you with proper instructions for signing. Please do not require my signature. It’s a long way to the Post Office or other carriers and it will delay your tax preparation if I have to go pick them up.

When mailing documents to me, it is best to make a copy of them in the unlikely event they get lost in the mail. This hasn’t happened to me but it is always a possibility. I DO NEED THE ORIGINAL COPIES OF ALL W-2 FORMS, I recommend you make a copy of them to retain for your files.

I have clients scattered all over the US and Europe so be assured that my procedures work effectively.

DOCUMENTS NEEDED TO PREPARE YOUR TAX RETURN:

All W-2's ______ (ORIGINAL COPY)

All 1096's ______ (copies are ok)

All 1098's ______ (copies are ok)

All 1099's ______ only if they show tax withholdings (copies are ok)

All other forms that report money you received _____ (copies are ok)

Any documents you are not sure about or want me to look at._____ (copies are ok)

I normally do not need your receipts. If I have questions I’ll ask for them, otherwise, filling in the blanks of this form is sufficient. If in any doubt, send me your documents or call me.

Please remember, If I prepare your taxes:

1. You get the same person every year that has your files and personal knowledge of your tax position.

2. You may call me about any tax subject you have questions about, anytime during the year, no additional charges
unless I have to do extensive research. I will tell you up front before I do that.

3. I guarantee that my prices are lower than any other professional tax preparer.

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