1147 16th St.      Santa Monica, California 90403
Phone: (310) 399-0621           Fax: (310) 828-9162

Checklist for Tax Appointment
Page 2 of 2

Appointment Date:_________________    Appointment Time:_________________
Note: you may or may not need to check all of these.

Business Purchases
If you purchased new equipment or vehicle[s] for your job or business, bring the contracts or receipts.

Estimated Tax Payments
Look up the actual date paid and amount for each quarter. The January 2000 payment is for your 1999 income tax, and the January 1999 payment went on your 1998 return.

Mileage
You must have some kind of a log. For 1999, there are two different rates for deducting business miles. Therefore your mileage (total miles driven and business miles included in that total) must be recorded in two separate time periods: January 1-March 31 and April 1-December 31. If your car is on lease we need a full listing of expenses; including gas, oil, insurance, lease payments, license, repairs, as well as a list of personal and business miles.

Sale of a House
Bring in the closing Escrow statement for the purchase and the sale of the house, and an itemized list of any capital improvements on the home.

(You can use the space below to write any notes or questions you may have.)