CONFIDENTIALLY YOURS ACCOUNTING SERVICE                      

10210 North 32nd St. Suite 204
Phoenix, Arizona  85028
e-mail: info@cyataxes.com

Toll Free: 1-866-505-1573
Office: (602) 765-4574
Fax:     (602) 765-4573                             
MEDICAL INTEREST OTHER ESTIMATED TAXES
Prescriptions   Home Mortgage   Casualty, Theft Losses   Due Date Paid Federal Arizona
Total Doctors Visit Co-Pays   Mortgage to Individual   Moving Expense  (From out of town)   April      
    Name: Gambling Losses   June      
Reminders Include:   Address:     September      
Glasses & Eye Exams   Social Security # January      
Contact Lenses/Solution   Home Equity Loans   EMPLOYEE BUSINESS EXPENSE
Medical Supplies   2nd Home/Motor Home   Meals & Entertainment  
Other Medical Expenses   Points, New Loans   Lodging   CHILD CARE
    Investment Interest   Transportation (Air, Cab, Rental Car)   Provider 1: Amount
    Job Related Mileage   Paid To:
    Job Search Costs   Address:
    CONTRIBUTIONS/MONIES Work Related Educational Costs   Social Security #
    House of Worship   Safe Deposit Box   Provider 2: Amount
    Other:   Tax Preparation Fees   Paid To:
        Work Shoes Cost   Address:
        Uniform Cost   Social Security #
Total for above listed items:       Union Professional Dues   Provider 3: Amount
        Work Supplies   Paid To:
Medical Mileage       Safety Equipment   Address:
        Social Security #
    INVESTMENT EXPENSES
    Investment Fees  
TAXES Publications   ALIMONY
Arizona Tax Paid   Other:   Amount Paid
Other States Tax Paid   CONTRIBUTIONS/OTHER Paid To:
Personal Property/Mobil Home   Clothing   ADJUSTMENTS Address:
Real Estate - Home Property   Furniture   IRA Deposit (Husband)   Social Security #
Real Estate - Other   Mileage   IRA Deposit (Wife)  
Auto Licenses/Registrations   Other:   Keogh - SEP Deposits   NEW CLIENTS: PLEASE BRING A COPY OF LAST YEARS INCOME TAX RETURN
        Early Withdrawal Penalty  
TAXPAYER_______________________________________________ SELF - EMPLOYMENT INCOME RENTAL PROPERTY
Social Security #  _________________________________________________ Item Amount   Amount Amount Amount
Birth date  _______________________________________________ Gross Receipts or Sales   Gross Rents      
    Purchases   Advertising      
TAXPAYER _______________________________________________ Ending Inventory   Auto/Travel      
Social Security #  _________________________________________ Advertising   Cleaning      
Birth date  _______________________________________________
Business Mileage   Insurance 1      
DEPENDENTS SOCIAL SECURITY NUMBER    BIRTH DATE Total Miles   Insurance 2      
    Auto: Interest, Gas, R&M Insurance   Interest 1      
    Insurance, Other than Health   Interest 2      
    Business Interest (Not Auto)   Legal/Acct.      
    Office Supplies & Expenses   Management      
GAINS & LOSSES FROM SALES OF PROPERTY, STOCK, ETC. Rent - Building   Repair/Maint.      
Description Purchased Sold  Sales Price Cost & Expense Rent - Equipment   Supplies      
      Repairs & Maintenance   Taxes      
      Travel Expenses   Telephone      
 
    Entertainment & Meals   Utilities      
BRING THESE TAX DOCUMENTS WITH YOU Phone & Utilities   Assoc. Fees      
Wages…………………...W2(s) Stock Sales and Cost Basis………………1099B Wages   Bank Fees      
Sale of Home:List of Improvements Made Payroll Taxes   Other:      
  Closing Statements on Old Home & New Home Independent Contractor          
  Tax Return for Year of Prior Sale of Home Other:   Note: Purchased/Sold (2006) Bring Closing Statement
DIVIDENDS - INCOME RECEIVED   INTEREST - INCOME RECEIVED OTHER INCOME
Corporation Name Amount Received From Amount Type of Income Amount Type of Income Amount
        Social Security   Tips  
        Lottery Winnings/Gambling   Alimony Received  
        Bring 1099R Forms - Pensions   Royalties  
        State Refunds   Prizes & Awards  
        Trust Income - Bring K-1 Forms   Unemployment or Jury Duty  
        S-Corporations - Bring K-1 Forms   IRA Rollovers and/or Withdrawals  
        Partnership - Bring K-1 Forms   Other:  
        Other:      
               
BRING YOUR 1099 FORMS