Dedicated to serving the South Bay Area
 








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Gerry Andrade CPA
3878 Carson Street, Ste. 104
Torrance, CA 90503
Ph. 310 - 316 - 9115
Tax Appointment Organizer Form
To contact Gerry Andrade, CPA for more information on his services:
Email: gandrade.cpa@verizon.net
Phone: 310-316-9115
Fax: 310-316-7686
Mail: 3878 Carson Street, Suite 104
Torrance, CA 90503

Please complete any and all forms below that apply to you.
Once we receive the completed forms, we will call to setup an appointment.

Firefighters Worksheet Form

Rental Income & Expenses Form

Self-employed Business Expense Form


Please bring the following items to your tax appointment:

  1. New clients bring last Years Tax Return
  2. All Wage & Income Statements, W2's & 1099's
Taxpayer Information:
Your Information
Full Name: Date of Birth:
Occupation: Work Phone:
Email:
Spouse Information
Full Name: Date of Birth:
Occupation: Work Phone:
Email:
Address
Street Address: Home Phone:
City: Cell Phone:
State: Zip Code:
Dependants
Name: Date of Birth:
Name: Date of Birth:
Filing Information (check one box)
Single Head of Household
Married Married Filing Separately
Your Wages
Name of Payer: Wage Amount:
Fed. Tax Withheld:
State Tax Withheld:
 
Name of Payer: Wage Amount:
Fed. Tax Withheld:
State Tax Withheld:
Your Spouse's Wages
Name of Payer: Wage Amount:
Fed. Tax Withheld:
State Tax Withheld:
 
Name of Payer: Wage Amount:
Fed. Tax Withheld:
State Tax Withheld:
Pension/IRA
Name of Payer: Amount:
Fed. Tax Withheld:
State Tax Withheld:
   
Name of Payer: Amount:
Fed. Tax Withheld:
State Tax Withheld:
Interest Income/Dividend Income
Name of Payer: Amount:
Name of Payer: Amount:
Itemized Deductions
Medical Expenses Amount:
Property Taxes Amount:
Home Mortgage Interest Amount:
Charitable Contributions Amount:
DMV Fees Amount:
Other Amount:
Child or Dependant Care Expenses
Child Care Provider: SS or EIN #:
Address: Amount Paid:
Other (list all other deductible expenses below)

Latest News

March 15, 2007 Corporations and S-Corporations Income Taxes Due


April 16, 2007
Individual and Partnership
Income Taxes Due



Federal Estimated Income Tax Payment Due Dates:

April 16, 2007
June 15, 2007
Sept. 17, 2007
January 15, 2008



California Estimated Income Tax Payment Due Dates:

April 16, 2007
June 15, 2007
Sept. 17, 2007
January 15, 2008


 

 
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