2020 Taxes for Creatives

We ask you to gather expenses in 4 major categories and we re-characterize these expenses to maximize your deductions:

• Home
• Car
• Travel
• Charitable Donations

Please gather these expenses and send them to me so I can begin work on your Tax Return.I will call or email you with any questions.
HOME:

• OWN - please send your Mortgage Interest and Property Tax Statements
• RENT - approximate size of your home (sq ft) and size of designated area to use as a home office
• RENT - amount paid
• Cell Phone - monthly charge
• Internet - monthly charge
• Utilities - monthly charge
• Major Purchases - computer, laptop, iPad, etc

CAR:

• Own or Lease
• Yr / Make / Model - Date of purchase / lease
  
• Annual miles driven
• Commute miles to work - round trip
• Own - Vehicle price (including tax and license)
• Lease - monthly payment and total drive-off
• Insurance - monthly or annual charge
• Registration
  
• Major repairs or services - amount paid
• Gas - price for a full tank / how often do you fill up in a month

TRAVEL:

• Date / Location
• Airfare
• Lodging
• Transportation - (i.e. Car Rental, Shuttles, Uber / Lyft, etc.)

CHARITABLE DONATIONS:

• Church / Temples / Places of Worship
• Goodwill
• Charities