MARTIN TAX
& FINANCIAL LLC
7360 E 22nd ST. #103, Tucson, AZ 85710
Tel: 520-722-8363 ~ Fax: 520-722-8398
Email: mike@martintaxes.com
INCOME:
(Check all that apply & include documents.)
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Employer (W-2)
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Self-Employment*
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Interest (1099-Int)
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Social Security/Retirement
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Dividends (1099-Div)
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Rental Property*
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Stock or Mutual Fund sale (1099-B)
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Unemployment
EXPENSES:
(Check all that apply & include documents.)
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Self Employment*
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Un-reimbursed by your employer
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Education
-
Rental Property*
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Medical/Dental care
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Union Dues
CREDIT & DEDUCTIONS:
(Check all that apply & include documents.)
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Donate cash or goods to a charity?
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Pay Student Loan interest?
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Pay Child/Dependent Care expense?
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Have a Mortgage Payment? (1098)
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Make an IRA Contribution?
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Make a major taxable purchase?
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Pay Property Taxes?
MISCELLANEOUS*:
(Check all that apply.)
Did you or your spouse:
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Sell a home?
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Take an IRA or 401(k) distribution?
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Pay/Receive alimony?
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Adopt a child?
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Suffer catastrophic loss?
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Have gambling winnings/losses?
HEALTH INSURANCE
(Check all that apply & include documents.)
Were you or any members of your household:
-
Covered by a qualified private or
government health insurance plan?
plan through the federal or
state marketplace?
* If this applies, we recommend you
meet with your tax professional to
discuss your tax situation before
dropping off your information.
Please feel free to contact our office for any further questions at 520-722-8363.
Sincerely,
Martin Tax
Notes to ask or share:
We intend and attempt to provide tax assistance and advice which we believe will be consistent with federal and state tax laws and which will be upheld by the Internal Revenue Service. However, please note that any position or opinion expressed by us may not be used as a defense to avoid penalties which may be imposed by the Internal Revenue Service.
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