American Income Tax Preparation, Inc.
A Professional Income Tax Preparation Company

Affiliated with your trusted Real Estate Company, Casa Blanca, REALTORS®



  Approved



Tax Preparer Ctec No. Bond #
Carlos Herrera A006047 22232375
Mary J Herrera A003390 97629418.1
Martina P Moreno A128649 22233475


                       Thank You, for participating in our Income Tax preparation through the Internet.

As always we try to find the best ways to take advantage of the tax laws to minimize your income tax liability under the law.

Please complete the requested information in the following worksheets.   We will review your responses and we will contact you either by email or by phone to complete the income tax interview.


Tax Payer(s) information.   

                                                                                                      
                           Names                                       Date of birth           Occupation      Deceased?
                       (First Middle Last)                                      mm/dd/yy                                                    mm/dd/yy

Your                      

Spouse                  

Mailing address:   

Email address:      

Phone Number (s):Home: Work:

Are you claimed in someone else's tax return?

How did you hear about us?

Referred by: Phone:

Are your dependents the same as last year? 
  
if you are returning client please list any new dependents.  If you are a New Client please list your Dependents below:
( If you need to add more names please include under " Comments section")

                                                                                                             How may Months
Names                                           Date of birth          Relationship      Lived with you 
                           

                            

                           


Please answer these questions:

Please Answer Yes or No

 Y N

Please Answer Yes Or No

 Y N
Were  you a U.S. Citizen or Resident Alien for the whole year? Are you the Dependent of another person?
Are you eligible to file from (s) 2555/2555-ez Foreign earned income exclusion? Are you the qualifying child of another person?
Is your qualifying child the qualifying child of another person? Did you live in the United States more than half of the year?
Are you the qualifying child of another person?


Comments:





                                            W2 Form Information

Please e mail us your W-2's and other income tax forms please send them to TAXPREPARATION@SOCAL.RR.COM 

or fax them to us at 714 997 4126
 


                        Child and Dependent Care Expenses

If you pay someone to take care of your dependent who lives with you so that you are able to go to work you may qualify for dependent care credit.


 Care Providers Name                       Address                       Amount Paid
                                        
   
                                          

                                       


Please list the names of the Dependents who received child care


           First                                             Last                              Amount Paid
                         

                          

                         



                            ITEMIZED DEDUCTIONS


The following is a list of items you may be able to deduct in your 2007 Income Tax Report.
Please review this list and give us the total of each item that applies to you.

Medical and Dental Expenses                                                                     Amount

  1._ Prescription Medicines or Insulin                                                                                       

  2._ Acupuncturists, Chiropractors, Dentists, Eye Doctors, Medical Doctors                    

  3._ Ambulance service and other travel                                                                                     

  4._Occupational Therapists                                                                                                           

  5._ Physical Therapists, Podiatrists, Psychiatrists                                                                

  6._ A Weight-Loss program as treatment diagnosed by a doctor                                         

  7._Other                                                      

  8._Other                                                     


Taxes Paid                                                                                                   Amount
1._ State and Local Taxes you paid last year                                                                              

2._ Real Estate Taxes                                                                                                                      

3._Car Tags, or DMV auto registrations                                                                                     

4._ If you bought large ticket items please enter total amount (cars, mobile homes, 
      cost of construction materials, etc)                                                                                          

Interest Expense                                                                                         Amount
1._ Mortgage Interest Paid                                                                                                             

2._Points Paid for financing or refinancing a mortgage loan                                                 

3._ Investment Interest paid                                                                                                          

Gifts to Charity                                                                                           Amount
1._Cash or Check Donations                                                                       
2._Non-Cash Donations                                                                                
Provide names and address of organization


Accidents, Casualty and or Theft Losses(Enter each incident separately)                  Amount
1._                                                              

2._                                                               

3._                                                               

Job Expenses and Misc Deductions
1._ Job Travel                                                                                                   
2._ Union Dues                                                                                                 
3._ Job Education                                                                                               
4._ Safety Equipment                                                                                       
5._ Small tools and supplies                                                                              
6._ Uniforms required by employer                                                                 
7._ Protective gear (clothing , hats, gloves, etc)                                             
8._Professional Journals                                                                                  
9._Expenses for Job searches                                                                         
10._Legal and or Tax Preparation Fees                                                          
11._ Other Items you paid related to producing income                                 
12._                                                                             
13._                                                                             

Other Misc Deductions
1._ Gambling Losses                                                                                        
2._ Impairment related work expenses of disabled persons                          
3._ Other                                  


Method of Filing (Please choose one of of the following methods to file your return)

      Regular Electronic filing.   Refund will take between 3 to 6 weeks
       (no extra charge for this service)                                                                                                                
      Refund Anticipation Loan (RAL)  2-3 day refund loan.  Fees vary according to amount of  loan     
      Fast Check.  Refund will take about 15 days.  This is bank advance on your refund and the fees
      will vary according to the amount of the advance                                                                                         
      
        
Email Information

1
Please provide the following contact information:
Name:
 
  
E-mail:
 
2
Comments:
 

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Thank you for submitting your information. We will be in contact with you by phone or email.