Our Berea Office: 208 Pauline Dr, Suite D P.O. Box 958 Berea, KY 40403 (859) 986-3756 phone (859) 986-0103 fax
Our Lexington Office: 501 Darby Creek Rd, Unit 24 Lexington, KY 40509 (859) 543-1587 phone (859) 543-1498 fax
General Information Name Current Address Social Security Number Date of Birth List of Dependents (including SSN & DOB) Voided Check (optional for direct deposit) Prior Year Tax Return (new clients only)
Income W-2s 1099s 1099-Rs (Pension and IRA Distribution Statements) Interest Income Statments Dividend Income Statements Unemployment Compensation Social Security Alimony Received Gambling Winnings Other Income
Expenses/Deductions Medical/Dental Expenses Real Estate Taxes Automobile Taxes (adv. amount only) Home Mortgage Interest & Points Donations/Tithes Deductible Job Expenses Casualty & Theft Losses Other Expenses/Deductions
Small Businesses/Farming/Rental Activities Sales 1099 Income Other Income Figures Equipment Purchases & Related Information Purchases/Merchandise Advertising Car and Truck Expenses/Mileage Figures Insurance Loan Interest Office Expense Rent Repairs & Maintenance Supplies Shipping/Freight/Postage Taxes & Licenses Travel Meals & Entertainment Utilities Telephone Contract Labor Wages Hay & Feed Seeds Fertilizer Vet Bills Chemicals Gas, Fuel & Oil Commissions Leagal & Accounting Other Expense Figures
Other Information IRA Contributors Student Loan Interest Tuition Payments Estimated Tax Payments Stock Transactions Home Office Deduction Information
Sammy K. Lee, Certified Public Accountant | 208 Pauline Dr, Suite D | Berea, KY 40403 | 859-986-3756
