Fillable Tax- Assessment- Application TA Submission Client

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Tax- Assessment- Application TA Submission Client

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Instructions for Tax Review
Tax Assessment Application
222 Pacific Coast Highway,10th Floor El Segundo, CA 90245 www.UBOS.pro
Name
Phone Number
Email
Mailing Adresses
We will contact you periodically to provide you updates on the status of your Tax Asses-
ment Application. Upon approval, you will get a confirmation email letting you know
that we are accepting your case, and contact information for your dedicated UBOS Case
Coordinator.
1. Please attach a completed Tax Assessment Application and submit to info@ubos.pro
2. Please submit (1) completed Tax Assesment Application and (2) a copy of prior tax returns, both
business and personal to the link: https://taxlawofficeofjaykim.sharefile.com/share/filedrop
3. If you need additional directions on how to fill out this form or directions on how to upload this
your documents for review, please go to our YouTube Channel at
https://www.youtube.com/c/UBOSTaxPlanning
Referred By
1. Do you or your spouse own a business?
If yes, do you pay over $20,000 federal tax in Form 1040?
2. If you are an employee, is your W2 over $300,000?
If yes, are you charitably inclined?
222 Pacific Coast Highway,10th Floor El Segundo, CA 90245 www.UBOS.pro
Tax Assessment
Application
First, let's make sure you're eligible to apply for Tax Assessment.
If you checked any of the boxes above, you qualify for a Free Assessment.
Please tell us about your business.
3. Do you own real estate properties valued over $1M?
If yes, are you planning to sell the properties in the future?
4. Do you have Qualified Retirement Plans such as IRAs, 401(k), etc.?
If yes, are you interested in converting those plans into tax-free
plans such as Roth IRAs?
Saving for college
SIMPLE IRA
401(k) Plan
403(b) Plan
Flexible Spending Account: Health Care
Health Savings Account
Stock-Based Compensation
Non-qualified Deferred Compensation
Employer Stock in Retirement Plan
Medical Expense Reimbursement Plan
Defined Benefit Plan
Collect Social Security
Manage Traditional (tax-deferred) Account Assets
Manage Roth Qualified/IRA Assets
Manage Permanent Life Insurance
Manage Real Estate Investments
Qualify as Real Estate Professional
Family
Benefits Plans: Investments:
Status* First Name Last Name DOB Nicotine User
Y / N
Y / N
Y / N
Y / N
Y / N
Y / N
Paying college tuition
Rent your home
Own your home
Own a second home
*Status: T= Taxpayer S=Spouse C=Child D=Other Dependent
Monthly health insurance premium Monthly out-of-pocket expenses
Annual Salary + Bonus or Commission
Startup or side business
Specified Service trade or business
Business owns capital equipment (machinery, vehicles, etc.)
Business occupies a home office
I/we intend to sell this business
I/we intend to leave this business to family
Your business:
What percentage of this business do you own yourself?
What percentage of this business does your spouse own?
Salaries and Employees:
Yourself (salary or guaranteed payments only)
Your spouse (salary or guaranteed payments only)
Please tell us about your personal finance.
Monthly Expenses
Monthly Income
Combined Gross: __________________
Net: __________________
Discretionary: _________________
Assets
Fixed Expenses Market Value of Home
Mortgage/Rent Stocks or Mutual Funds
Property Insurance
Property Tax
Savings Account
Auto Payments
Checking Account
Auto Maintenance/Gas
Retirement Plan
Auto Insurance
Life Insurance
Prev. Yr Tax Refund
Health Insurance
Others
Food
Utilities(House) : Gas, Electric, Water, TV, Phone, Internet
$0
Cellular Phone :
Liabilities
Mortgage
Flexible Expenses
Property Tax
Persona
l Expenses
Auto Loan
Fitness, Sports, Travel
Credit Card
Saving
Others Equity Loan
Credit Card Payment
Charity
Misc
Savings IRA Cash Value Life Ins.
Checking Pension 529
Mutual Fund/Stock
403(b)
Health Insurance Provider :
Monthly Premium :
Life Insurance Provider : Death Benefit : Benefit Period
Husband
Monthly Premium :
Insured :
Date Issued :
Life Insurance Provider : Death Benefit :
Benefit Period
Wife
Monthly Premium :
Insured :
Date Issued :
Disability Insurance Provider : Monthly Benefits Benefit Period
Monthly Premium :
Will Trust
Expecting any Lump Sum or Inheritance in the near future?
Purchased Value
Purchased
Year
Market
Value
Mortgage
Balance
Property Tax Property Ins. Other
Purchased Value
Punchased
Year
Market
Value
Mortgage
Balance
Property Tax Property Ins.
Other
Total Rental Income - (Mortgage Payment + Property Tax + Property Insurance) =
Mortgage Payment
List of Rental Properties
Income/m
Tax Now Tax L
ater Tax Advantaged
Current Residence
Mortgage Payment Income/m
Life Insurance Cash Value
Cash
401(k) Roth IRA
222 Pacific Coast Highway,10th Floor El Segundo, CA 90245 www.UBOS.pro
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Tax- Assessment- Application TA Submission Client

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Completed 18 July 2020

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