| BEST TAX SYSTEMS
2315 12TH STREET
LAKE CHARLES LA
OFFICE# 337-436-6939 FAX 337-433-0104 ag@besttaxsystems.com |
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| This is the informaion we will need, please print out and bring all necessary paperwork to your appointment. | |
| NO MOBILE HOMES & NO OFFICE IN HOME | |
| 1 | INSURANCE:
(Bring Copy of all insurance papers) IF NO INS PAID THEN BRING LIST OF DAMAGES |
| $ _____________ TOTAL AMOUNT THAT INSURANCE PAID & COPY OF THE INS. SUMMARY | |
| AMOUNT F E M A & RED CROSS PAID FOR HOME REPAIRS ( NOT $2000 TO EVACUTAE) | |
| FEMA $ _________________ RED CROSS $ __________________ (EXP : GENEARATOR) | |
| 2 | MEASUREMENT: |
| __________Sq. Ft. OF ROOF | |
| __________Sq. Ft. OF GARAGE (IS IT ATTACHED TO THE HOUSE) (CIRCLE YES OR NO) | |
| __________ Sq. Ft. OF LIVING AREA ( THE AREA WITH HEATING & COOLING) | |
| __________Sq. Ft. OF OTHER DETACHED STRUCTURES(EXP: SHOP OR STORAGE BUILDING) | |
| __________Sq Ft OF SHOP & ___________ SqFt OF OTHER _______________ | |
| 3 | COST BASE: |
| PURCHASE PRICE OR BUILDING PRICE OF HOME $ _____________ & DATE ___________ | |
| OR THE VALUE OF INHERITED PROPERTY $ _____________ & DATE ___________ | |
| 4 | IMPROVEMENTS MADE BEFORE HURRICANE "RITA" |
| HOW MUCH DID YOU SPENT TO ADD-ON OR IMPROVE YOUR HOME | |
| AFTER YOU PURCHASED IT "BUT" BEFORE THE HURRICANE | |
| KITCHEN $ _________ , LIVING ROOM $ ________, BATHS $ ________ PATIO $ _______, | |
| NEW CARPET OR FLOORS $ _________ REPLACE A/C UNIT $ ________ ROOF $ _________ | |
| SEWER $ ______ POOL $ ____________ FENCE$ ___________ WOOD BUILDING $ __________ | |
| 5 | CONTENTS LOST: |
| TOTAL LIST OF ALL CONTENTS LOST DUE TO HURRICANE (USE BACK OF PAGE) | |
| EXAMPLE: ITEMS PURCHASE: (1) SOFA DATE ________ COST $ _______ | |
| (2) BEDROOM SET DATE ________ COST $__________ | |
| 6 | BRING COPY OF 2005 TAX RETURNS & ALL TAX INFO |
| WE NEED ALL FEDERAL, STATE, PROPERTY, & SALES TAX INFO RELATED TO 2005 | |
| EXAMPLE: FROM THE SCH A: WE NEEDS (1) MORTGAGE INTEREST PAID $ ________________ | |
| PROPERTY TAXES PAID $ ________________ & OTHER DEDUCTIONS $ ______________ | |
| 7 | COPIES OF ALL W'2 AND 1099 ALSO SCH "C " & SCH "F" (ALL INCOME REPORTED) |
| 8 | NAME DATE OF BIRTH & S.S. # OF EACH PERSON ON TAX RETURN |
| NAME : _________________________ DB ___________ SS# __________________ | |
| NAME : _________________________ DB ___________ SS# __________________ | |
| NAME : _________________________ DB ___________ SS# __________________ | |
| 9 | PROPERTY ADDRESS IN 2005: ___________________________________________________________ |
| 10 | PHONE NUMBERS: WE NEED TO BE ABLE TO REACH YOU AT HOME _____________________ |
| WORK _____________ HIS CELLS ________________ HER CELL _______________ |