Personal Taxes

From: Freida C. Butler

To: Jane Doe, Accountant

Cc: Daniel B. Butler

Date: January 20, 2016

My name is Freida C. Butler, and my husband and I were referred to you by our good friend

Jackie Lynn. We would like for you to prepare our tax return this year. My husband works for

WJJJ, Inc. and I work at a real estate company, Corbin Realty. I am not considered a

subcontractor for them. Many of my friends are contractors for them and receive a 1099, but I do

not. I believe I receive a W2—does that sound like the right form?

We have three children who live with us. They were each in school at some point this past year.

So you need to know which of them were enrolled in school last year or for how long? Will I get

any tax breaks for them being in school?

We also had income from some investments. We received interest and dividends from a few

places. Can you tell me if those are reported on a 1099 form? If so, I may have to request this

from my bank.

We own our home and paid the typical homeowner’s expenses. What expenses will you need

from us relating to our home?

Are there any other questions you have for us, such as other deductions we can take?

Just curious: this tax "stuff" is so much information to remember. How do you ever stay on top

of all of these tax rules? I have always wondered that! Are you the best in the business?

I look forward to hearing from you. Please let us know what other information you will need

from us and what documents you will need us to send over to you.

Thank you in advance,

Freida