MCCAULEY, NICHOLSON & PREDER CPA's P.C. Tax Return ...

1 If any of the following items pertain to you or your spouse for 2018, please check the appropriate box and provide additional information if your marital status change during the year? If yes, please provide your address change during the year? Please update your address in the clientinformation section and provide date of move _____. Could you be claimed as a dependent on another person's tax Return ?Were there any changes in dependents? If yes, please provide full name, gender,relationship, date of birth, and SSN in the dependent information section or on the lastpage of the organizerWere you and your dependents covered by health insurance for the entire year? Pleaseprovide any forms 1095-A, -B or -C that you received.

2 Did you start a business or farm, purchase rental or royalty property, or acquire an interestin a partnership, S Corporation, trust, or REMIC?Self-employed individuals and owners of rental properties - if you paid $600 or more toany individual, sole proprietor, or partnership, you are required to issue a 1099-MISC. Does this apply to you?Pertaining to the previous question, if the 1099 filing requirement applies to you, did youissue the required 1099's? Did you buy or sell any stocks, bonds or other investment property? Please provide ALLpages of the you purchase, sell, or refinance your principal home or second home, or did you takea home equity loan? If yes, please specify which and provide details including settlementstatements from purchase and/or you make any residential energy-efficient improvements or purchases involving solar,wind, geothermal or fuel cell energy sources?

3 If yes, please provide details and invoices,receipts or you have any debts canceled or forgiven? If yes, please provide the you receive a distribution from a retirement plan (401(k), IRA, etc.)? If yes, pleaseprovide the you make a contribution to an IRA? If yes, please specify what type of IRA (Roth,Traditional, SEP) and the amount contributedDid you transfer or rollover any amount from one retirement plan to another retirementplan? If yes, please provide details and any 1099-R's. Did you convert part or all of your traditional, SEP, or SIMPLE IRA to a Roth IRA in2018? If yes, please provide details and any 1099-R'sORGANIZER2018 1040 USMiscellaneous QuestionsMiscellaneous QuestionsPage 1 YesNoDid you, your spouse, or a dependent incur any tuition expenses that are required toattend a college, university, or vocational school?

4 If yes, please provide the 1098-T. Notethat the 1098-T does not always report the actual amount paid by you so please alsoprovide a summary of the amounts you paid showing dates and dollar your home rented out or used for business? If yes, please provide the you notified or audited by either the Internal Revenue Service or the State taxingagency? If yes, please provide notices or you have an interest in or signature or other authority over a financial account in aforeign country, such as a bank account, securities account, or other financial account? Ifyes, please provide the you make a charitable contribution that qualifies for an Arizona Tax Credit? If yes,please provide the details on the last page of the organizer and provide the receipt fromthe school, tuition organization, or qualifying charitable you make non-cash charitable contributions ( clothing or household items)?

5 Ifyes, be sure to provide details, including the charity name & address, date, description ofitems donated, and fair market value (thrift shop value) on the applicable organizer page,or provide a supplemental you make a contribution to a 529 College Savings Plan? If yes, how much? _____Did you have any virtual currency transactions (Bitcoin or other) in 2018? If yes, you like direct deposit of your refunds?Would you like direct debit for any tax due? Did your bank account information change within the last twelve months? If yes, be sureto provide us with the bank name, routing number, and account number if you want directdeposit of refunds or auto-payment of tax NOTE TO ANY TAXPAYERS WHO ARE INTEL EMPLOYEES - Please be sure to providethe following:-UBS 1099-ETrade 1099-Advices of Sale or Advices of Exercise-Your Last Pay Stub from 2018 ORGANIZER2018 1040 USMiscellaneous QuestionsMiscellaneous Questions (Continued)Page 2 Tax Return AppointmentDate:Telephone number:Time:Fax number:Location:E-mail address:CLIENT INFORMATIONF iling status (table).

6 1=married filing separate and lived with spouse..Year spouse died, if qualifying widow(er) (2016 or 2017)..First name and initial..Last name..Title/suffix..Social security number..Occupation..Date of birth (m/d/y)..Date of death (m/d/y)..1=blind..First name and initial..Last name..Title/suffix..Social security number..Occupation..Date of birth (m/d/y)..Date of death (m/d/y)..1=blind..In care of..Street address..Apartment number..City..State..ZIP code..Region..Postal code..Country..Filing Status1 = Single2 = Married filing joint3 = Married filing separate4 = Head of household5 = Qualifying widow(er)FilingStatusTaxpayerSpouseAddre ssForeignAddress1040 USClient InformationClient InformationORGANIZERS eries:This tax organizer will assist you in gathering information necessary for the preparationof your 2018tax Return .

7 Please add, change, or delete information as , NICHOLSON & PREDER CPA's W RAY RD # 1 CHANDLER AZ 85224-3560480-926-0672480-247-4131 Page 3 Home phone..Work phone..Work extension..Daytime phone (table)..Mobile phone..Fax number..E-mail address..Home phone..Work phone..Work extension..Daytime phone (table)..Mobile phone..Fax number..E-mail address..Please add, change or delete information for INFORMATIONT axpayerContactInformationSpouseContactIn formationDaytime Phone1 = Work2 = Home3 = Mobile1040 USClient Information (continued)Client Information (continued)ORGANIZERS eries:2018 TaxpayerAuthenticationSpouseAuthenticati onDriver's license ..Driver's license state..Expiration date (m/d/y).

8 Issue date (m/d/y)..Theft protection PIN..Driver's license ..Driver's license state..Expiration date (m/d/y)..Issue date (m/d/y)..Theft protection PIN..Page 4 Earned income credit (see table)..Earned income credit (see table)..Earned income credit (see table)..Earned income credit (see table)..DEPENDENTSF irst name..Last name..Title/suffix..Date of birth (m/d/y)..Social security number..Relationship..Months lived at home..Type of dependent (see table)..Claimed by: 1=taxpayer, 2=spouse..Type of Dependent1 = Child living w/taxpayer2 = Child not living w/taxpayer3 = Dependent other than child4 = Head of household only,not a dependent5 = Earned income credit only,not a dependentEarned Income Credit1 = When applicable (default)2 = Student age 19 to 233 = Disabled4 = Force5 = SuppressDependentDependentFirst name.

9 Last name..Title/suffix..Date of birth (m/d/y)..Social security number..Relationship..Months lived at home..Type of dependent (see table)..Claimed by: 1=taxpayer, 2=spouse..DependentDependentFirst name..Last name..Title/suffix..Date of birth (m/d/y)..Social security number..Relationship..Months lived at home..Type of dependent (see table)..Claimed by: 1=taxpayer, 2=spouse..DependentDependentFirst name..Last name..Title/suffix..Date of birth (m/d/y)..Social security number..Relationship..Months lived at home..Type of dependent (see table)..Claimed by: 1=taxpayer, 2=spouse..DependentDependent1040 USDependentsDependentsORGANIZERS eries:2018 Please add, change or delete information for : If you claim the earnedincome credit, please provideproof that your child is a res-ident of the This proof istypically in the form of:1.

10 School records or statement2. Landlord or property man-agement statement3. Health care providerstatement4. Medical records5. Child care provider records6. Placement agency statement7. Social service records orstatement8. Place of worship statement9. Indian tribe office statement10. Employer statementNOTE: If your child is disabled,please provide one of the fol-lowing forms of proof of disa-bility:1. Doctor statement2. Other health care providerstatement3. Social services agency orprogram statementDate of death..Date of death..Date of death..Date of death..Date of adoption..Date of adoption..Date of adoption..Date of adoption..Page 5 Please enter all pertinent DEPOSIT / ELECTRONIC PAYMENT (3)1=direct deposit of federal tax refund into bank account.