New clients to AFSG - Complete this section in its entirety.  

Existing Clients - Please fill in the required fields and changes to address, contact, or dependents. 

For 2021, generally, the Standard Deduction for Single or Separate filers is $12,550, Head of Household is $18,800, & Married Filing Joint is $25,100.

You can either Itemize, using Schedule A, or take the Standard Deduction.

Not sure? Answer the questions below and we will calculate which deduction provides you maximum tax savings.

Notes about Medical Expenses:
1. Over-the-counter drugs and vitamins are not tax deductible. Only prescription medications.
2. If your employer pays for your health, dental, or vision insurance premiums, then it is not deductible. If you pay for all or part of your premiums through a pre-tax payroll deduction then it is not deductible. If you pay out-of-pocket for an individual policy or for part of your premium through an after-tax payroll deduction, then it is deductible.
3. For 2021, the IRS allows a medical mileage deduction of 16 cents per mile driven to obtain medical care. Provide us the number of miles driven and we will calculate the deduction for you.
4. The amount you include in medical expenses for lodging cannot be more than $50 for each night for each person. You can include lodging for ONE person traveling with the person receiving the medical care. For example, if a parent is traveling with a sick child, up to $100 per night can be included as a medical expense for lodging. Meals are not included.
5. Cosmetic medical & cosmetic dental procedures are NOT tax deductible.

Notes about Charitable Contributions...

1. Your donation must be to a qualified receipient. That is, a 501c3 non-profit approved by the IRS.

2. For cash donations over $250, upload a written acknowledgement or receipt per donation over $250.

3. For non-cash donations over $250, upload a receipt from the charity including a description of items donated, the Fair Market Value of the item(s), and the date of the donation.

4. For 2021 the IRS allows a charitable mileage deduction of 14 cents per mile driven to engage in charitable activities. Provide us the number of miles driven and we will calculate the deduction for you.

5. Up to your first $300 ($600 if Married) will be an above the line deduction.

This section is for taxpayers with dependents. 

1. MOVING EXPENSE - Beginning 2018, the moving expense deduction is only allowed for members of active duty Armed Forces.

2. HOME OFFICE DEDUCTION - Beginning 2018, the home office deduction is eliminated for employees. If you are a Sole Proprietor, add home office expenses for a business to the Schedule C worksheet in SECTION X.

4. MISCELLANEOUS DEDUCTIONS - Beginning in 2018, miscellaneous deductions have been eliminated. This includes Unreimbursed Employee Business Expenses (union dues, work boots, employee mileage, etc)

This section is only for Taxpayers who own a sole proprietorship and/or file Schedule C on their personal tax return. If you do not own a business or own an S-Corporation, Corporation, or Partnership, please skip to SECTION XI.

This section is to assist Schedule C business owners in calculating their business use of their personal automobile on Schedule C.

S-Corporation, Corporation, or Partnership owners, this worksheet is included in the Business Tax Return Checklist you will submit separately for your LLC/Corp.

This Section is only for taxpayers with Rental or Investment Properties. 

Note: A Separate Schedule E must be prepared for each property. Click Here for the Rental & Investment Properties Worksheet to provide us with additional rental properties.

Please update us with any changes!

• New Address, New Phone Number, New E-mail Address.
• Bank Account Routing & Account Number or voided check (if needed)
• Events: Moving, marriage, children, divorce, college, new jobs, increase in pay, retirement, etc.
• Remember that the tax preparer is responsible for the forms & calculations listed on the tax return, but it is the taxpayer’s responsibility to provide back-up documentation to the IRS for all income, expenses, credits, and other items claimed on an income tax return. Timely & accurate filing is ultimately up to you.
• Record Keeping: Keep all tax records and backup documentation for at least 7 years. For major purchases (such as real estate or vehicle), keep paperwork with proof of purchase date and price for the life of the asset or for up to 3 years after date of sale or disposition.
  
  

You will only be charged for the forms necessary to complete your tax return. If additional time is required to prepare your return, you will be notified. By properly completing this checklist and providing all necessary paperwork in a timely manner, additional time should not be needed.

$100 DISCOUNT FOR BUSINENSS OWNERS AND FIRST RESPONDERS: The individual tax preparation rate for business owners and first responders will be discounted by $100. Business tax returns are billed separately.

Individual Tax Return Preparation will be a minimum of $275.00

We now use an Automated Proposal Generator to give you an estimate of your tax preparation fee for the 2021 tax year. It will pop-up upon submission of this form.

Thank you for your business!