Sharp Tax & Financial Services, Inc. We help you keep more of what you earn! 5462 Center St Hilliard, OH 43026 (614) 529-6930 www.sharptaxandfinancial.com
So that we can provide reliable bookkeeping services to you, it is absolutely essential that you provide us with complete and accurate financial data from the beginning. This is why we ask that our clients take the time to fill out this organizer, and send all requested data prior to our first meeting. We realize this may seem burdensome, and very time consuming, because it is. In the long run, however, it will conserve tremendous amounts of your time and money, and help us assess how best to serve your particular needs. Please keep in mind: All information and data given to us will be absolutely confidential (see our Privacy Statement on pg.8). Copies are acceptable and preferred. All data will be available or returned to you within several weeks if necessary. Information asked is regarding to your business. If an asset/debt is used for business, but owned/owed by you personally, we still need it listed for it to benefit you. If you have questions regarding the information requested, or something is not clear to you, please contact us to elaborate on what is needed. Please, DO NOT just leave it blank! We look forward to helping you toward higher profits, and ultimately, Peace of Mind! Name: Personal Information Home Fax: Home Address: Fax: County: Email 1: Birth Date: Email 2: Social Security#: Home Phone: Phone: Mobile Phone: Pager: Best time to be reached: Preferred method of contact: Name: Address: Information EID# Inception Date: - 2 -
County: Description of : Entity Type: If Partnership, List Owners & %: Name Address % Ownership Assets Automobile(s) used for business Make Model Year Date Placed in Service % Used for Current Value Real Estate Property Type (Commercial, Residential, Flip, Rental, Equip.,etc.) Description or Address Date Placed in Service % Used for Basis Current Value - 3 -
Other business assets/property Type (Commercial, Residential, Equip.,etc.) Description or Address Date Placed in Service % Used for Basis Current Value Capital Improvements (will be added to your property basis) Property/Address Description Date Cost - 4 -
Checking Accounts Savings Accounts Money Market Banking Institution Last 4 digits of Acct# Balance As of (Date) CDs Other Liabilities Debts (credit card, loans, mortgages, etc.) Institution Acct# Type (CC, Loan, Mortgage) Fixed/ Variable Date Borrowed Term (Years) Interest Rate Amount Borrowed - 5 -
Security Deposits Received Property/Address Name of Lessee Date Received Amount Equity Owner Contributions During business start-up up to now, how much have you contributed of your personal savings to your business? Contributed Equity: Research & Development: Owner Withdrawals Do you take money out of your business throughout the year? If so, how much to date have you withdrawn? Do you pay yourself through a wage (W-2)? Other List employees, vendors, or contractors you plan on sending a W-2 or 1099-Misc. (use the back of this sheet if you need more room): 1. 2. 3. 4. 5. How much did you pay in start-up costs for your business? Questions you have? (Use the back of this sheet if you need more room) - 6 -
Documentation Required Check all which apply& send along with your completed organizer. Sent Pending N/A Income & Tax Information Federal Income Tax returns for the three (3) most recent years. State & Local Income Tax returns for the most recent year. Payroll Information & withholdings Quarterly Employer Tax Filings (941, Unemployment, Work. Comp., etc.) Sales Tax returns Taxpayer & Spouse W-2 (s) Statements Most recent financial statements if applicable. Bank Statements Credit Card Statements Closing statements for all real estate owned Other Most recent appraisal of all real estate owned Note(s) for loans owed by you with current balance Operating Agreement (LLC/Partnership) Bylaws (S-Corp, Corporation) - 7 -
PRIVACY POLICY Sharp Tax & Financial Services has always taken your right to privacy very seriously. However, like all providers of personal financial services, we are required by law to inform you of our policies regarding the privacy of client information. Therefore, we appreciate this opportunity to clarify our privacy practices for you. TYPES OF NON-PUBLIC PERSONAL INFORMATION WE COLLECT We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization to prepare your personal income tax returns and provide personal financial services for you. This information is collected from you in written form, by phone, on line, by mail and in personal interviews and consultations conducted by us, as well as by information we collect from others with your authorization. PARTIES TO WHOM WE DISCLOSE INFORMATION For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared. We do not sell your information, or allow those who are doing business with us on our behalf to use your information for their own marketing purposes. PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENT S INFORMATION We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs, and, in some cases, to comply with professional and legal guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. - 8 -