DANIEL S GRIEB, CPA, CVA

DANIEL S GRIEB, CPA, CVA

2007 BUSINESS TAX ORGANIZER WORKSHEET PACKET

12109 ANNE STREET

OMAHA, NE 68137

402-399-0832

www.grieb-cpa.com

January 4, 2008

Dear Friends,

�� Tax season is upon us again and, as in the past, we have enclosed a tax organizer to help you gather your tax information as well as determine if any new or existing tax laws require further research for your benefit.

�� In order to best determine your business tax liability, it is important that you complete the enclosed packet. The miscellaneous questions and checklist help us in determining whether or not recent tax law changes will benefit your business. Failure to complete the organizer will result in missed tax benefits for your business. As always, if you have and questions regarding the organizer and its contents, feel free to call me personally.

�� As soon as all of your tax information is gathered, you can deliver it to our office at your convenience. However, if you want to meet and discuss your tax return information, an appointment will need to be scheduled. Without an appointment, we will not be available to sit and discuss your tax organizer questions.

�� If you do not need an appointment, you can drop off the organizer and all supporting tax records during our normal business hours Monday through Friday from 8am to 5pm and Saturday by appointment only. We will not begin preparing your tax return until all information is made available to us, so please make your submission as complete as possible. We will call you two to three weeks later to let you know the returns are completed or if we have any questions during the preparation of your returns.

�� Finally, on the last page of this organizer is our confirmation letter to you which confirms what you are engaging us to perform. If you have questions on this confirmation, please feel free to call.

�� We look forward to seeing you in the near future.

Best regards,

Dan Grieb

PS Remember to allow 2-3 weeks for us to prepare your taxes. We will call you when your taxes are complete.�

BASIC TAXPAYER INFORMATION

Business Name:

��

Shareholder Names:

Address for filing purposes:

�� Street____________________________________� �� (Check here if no changes_______)

�� City_____________________________________

�� State_________________� Zip________________

Contact telephone numbers to be called with tax questions:

Home telephone_______________________�� Work telephone_______________________

YES / NO�� DO YOU MAINTAIN A BALANCE SHEET FOR THE BUSINESS?

YES / NO�� DO YOU MAINTAIN AN INCOME STATEMENT FOR THE BUSINESS?

YES / NO�� DO YOU PURCHASE FUEL FOR OFF-ROAD USE?

YES / NO�� DID YOUR BUSINESS MAKE ESTIMATED TAX PAYMENTS?

YES / NO�� DID YOUR BUSINESS BUY OR SELL ANY NEW EQUIPMENT OR VEHICLES?

ARE YOU A CASH BASIS OR ACCRUAL BASIS TAX PAYER (circle one)

NOTE - FOR ANY OF THE PREVIOUS QUESTIONS ANSWERED YES, PLEASE PROVIDE ALL FORMS, DOCUMENTS, WORKPAPERS AND RECORDS THAT SUPPORT THE INCOME, EXPENSE, TRADE, TRANSACTION, PURCHASE OR SPECIFIC RIGHT YOU CLAIM.

SMALL BUSINESS/ CORPORATION REQUIREMENTS

If you operate a small business, please provide an income statement or a summary of all income and expenses (see attached sample). This summary should include all sales, other revenues, and all expenses by type. Also include a balance sheet or a detailed listing of all assets and liabilities. Any new asset purchases or asset sales should be supported with the purchase or sales documents. If you do not maintain financial statements, we will create them based upon the information you provide us.

NOTES FOR 2007 TAXES

Use this page to make notes or reference information you believe

is important or necessary for us to consider when we prepare your taxes.

__________________________________________________________________________________________

2007 TAX ORGANIZER CONFIRMATION LETTER

This letter is to confirm our understanding for the preparation of your 2007 tax returns.

We will prepare your 2007 individual and/or business tax returns. Your returns will be prepared from information you provide to us in accordance with the appropriate income tax laws and regulations.

If you have questions about any unique or different situations that occurred during 2007 that you believe may have income tax implications, you are responsible for bringing this to our attention.

Our fees for the preparation of your returns are due and payable upon presentation of your returns. Credit will be granted only if arranged for in advance. If your return is audited or if you receive notices from any taxing authority, we are available to assist you in these matters. Fees for any additional services will be billed separately from the preparation of your return. After all information has been delivered to our office, please allow two to three weeks time for the completion of your returns.

Our company Privacy Policy is posted online at our website, www.grieb-cpa.com for your review.

We look forward to serving you.

Daniel S. Grieb, P.C.

YEAR 2007 SAMPLE FORMAT FOR INCOME STATEMENT:

INCOME:

Gross Revenue______________________��

Miscellaneous income________________

Total income_______________________

EXPENSES:

Cost of Goods Sold__________________�� Meals & Entertainment______________

Advertising________________________�� Utilities__________________________

Commissions & Fees________________�� Telephone________________________

Contract Labor_____________________�� Taxes____________________________

Insurance:�� Travel___________________________

� Business_________________________�� Other ___________________________

�

� Owner health_____________________�� ______________________________

� Employee health__________________�� _____________________________

Interest__________________________�� ______________________________

Professional Fees___________________

Office Expense____________________

Pension__________________________��

Rent or lease______________________

Repairs & Maint___________________

Other Supplies_____________________