The document provides instructions and forms for clients to bring to their tax preparation appointment. It lists important income documents like W-2s, 1099s, and records of deductions and credits. It also includes a tax preparation worksheet to collect client details, and worksheets to track business, rental, and home office expenses. The engagement letter outlines the scope of tax preparation services and responsibilities of both the client and preparer.

1. 503 FIRST AVE NORTHEAST
MINNEAPOLIS, MINNESOTA 55413
FOX TAX PLANNING AND PREPARATION PHONE: 612.824.2829
FAX: 612.331.3670
WWW.FOXTAXSERVICE.COM
WHAT TO BRING TO APPOINTMENT
DO NOT FORGET
INCOME
W2s
1099s: 1099-R (Retirement Distributions)
1099-INT (Interest Income)
1099-DIV (Dividend and Capital Gain Income)
1099-B (Stock Proceeds) - Please check to see if all sales have corresponding cost info
1099-MISC (Self Employment Income - ALSO FILL OUT BUSINESS INCOME/EXPENSE
WORKSHEET)
SSA (Social Security Income)
99G (Unemployment Received)
Alimony Received
1099-A and 1099-C (Debt Cancellation and Property Foreclosures)
Rental Income – FILL OUT RENTAL WORKSHEET
Did you have > $10,000 in foreign assets at any time during 2011? Please bring info on income and account values
Yes No
* If you accept credit cards from customers, we need new Form 1099-K from Credit Card Processing Company.
DEDUCTIONS/CREDITS
1098-T (Tuition Statement for College Education)
Proof and Cost of all Energy Efficient Home Upgrades-See energystar.gov for more info
Bring all Adoption Papers and proof of expenses for new Adoption Credit
Charitable Donations - Receipts are needed for all Charitable Donation Deductions Now
Form 1098 Mortgage Interest Paid
1098-E Student Loan Interest Paid
OTHER IMPORTANT ITEMS
Settlement Statements for any Sale, Purchase or Refinance of properties
Signed Release of Exemption Form 8332 if you are claiming a child that does not live with you.
Signed Engagement Letter and Filled out Worksheets (keep scrolling to find those!)
Tax CD from last year
Copy of last year’s taxes (if new client)
For Corporations: Don’t forget to bring Year End Balances on all Accounts and Loans. If you have
Quickbooks or other accounting software, you can email this ahead of appointment
Employers: If you hired a formerly unemployed person in 2010 and kept them on payroll for > 12 months,
bring information on their payroll for a special credit in 2011.
Please Check here if you'd like to make a donation to the Nongame Wildlife Fund.
Amount to Donate: $ ______________

2. 503 FIRST AVE NORTHEAST
MINNEAPOLIS, MINNESOTA 55413
FOX TAX PLANNING AND PREPARATION PHONE: 612.824.2829
FAX: 612.331.3670
WWW.FOXTAXSERVICE.COM
DO NOT FORGET - BRING TO APPOINTMENT
Date
Taxpayer Name Spouse’s Name
Address
City State Zip
SUBJECT: Preparation of Your 2011 Tax Returns
Thank you for choosing Fox Tax LLC to assist you with your 2011 taxes. This letter confirms the terms of
our engagement with you and outlines the nature and extent of the services we will provide. In order to
ensure an understanding of our mutual responsibilities, we ask all clients for whom returns are prepared
to confirm the following arrangements by signing below.
We will prepare your 2011 federal and requested state income tax returns. We will depend on you to provide the information we
need to prepare complete and accurate returns. We may ask you to clarify some items but will not audit or otherwise verify the
data you submit. An Organizer is enclosed to help you collect the data required for your return. The Organizer will help you avoid
overlooking important information. By using it, you will contribute to efficient preparation of your returns and help minimize the
cost of our services.
We will perform accounting services only as needed to prepare your tax returns. Our work will not include procedures to find
defalcations or other irregularities. Accordingly, our engagement should not be relied upon to disclose errors, fraud, or other
illegal acts, though it may be necessary for you to clarify some of the information you submit. We will, of course, inform you of
any material errors, fraud, or other illegal acts we discover. The law imposes penalties when taxpayers underestimate their tax
liability. Please call us if you have concerns about such penalties.
Should we encounter instances of unclear tax law, or of potential conflicts in the interpretation of the law, we will outline the
reasonable courses of action and the risks and consequences of each. We will ultimately adopt, on your behalf, the alternative
you select.
Our fee will be based on the forms required plus out-of-pocket expenses. Invoices are due and payable upon presentation. We
will require payment prior to the completion of electronic filing of your tax return.
We will return your original records to you at the end of this engagement. You should securely store these records, along with all
supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a
return. We will retain copies of your records and our work papers for your engagement for seven years, after which these
documents will be destroyed.
Our engagement to prepare your 2011 tax returns will conclude with the delivery of the completed returns to you (if paper filing)
or your signing, and the subsequent submittal, of your tax return (if e-filing). Review all tax-return documents carefully before
signing them.
If completing tax return at our office, we will be using the Practitioner PIN method of signing returns with a self-selected PI N
number that acts as your electronic signature. Signing below verifies that you understand that you will be signing by this
electronic and tree-saving method and will not physically sign the actual tax return. We will also provide a copy of your tax
return via electronic methods unless a paper copy is specifically requested.
To affirm that this letter correctly summarizes your understanding of the arrangements for this work,
please sign the enclosed copy of this letter in the space indicated and return it to us with your tax info.
We appreciate your confidence in us. Please call if you have questions.
Sincerely,
Mark Fox
Alyssa Fox
Fox Tax Service, LLC
(Both spouses must sign for preparation of joint returns.)
Accepted By: _________________________________________ ____________________________________________
Taxpayer Spouse
_____________________ _____________________
Date Date

3. 503 FIRST AVE NORTHEAST
MINNEAPOLIS, MINNESOTA 55413
FOX TAX PLANNING AND PREPARATION PHONE: 612.824.2829
FAX: 612.331.3670
WWW.FOXTAXSERVICE.COM
TAX PREPARATION WORKSHEET
PERSONAL DATA
Taxpayer Name Spouse’s Name
SSN SSN
DOB DOB
Phone Phone
Email Email
Occupation Occupation
Address
City State Zip
DEPENDENTS
Name Name Name
SSN SSN SSN
DOB DOB DOB
CHILD THREE
CHILD TWO
CHILD ONE
Relationship Relationship Relationship
Daycare Expense K-12 Education Expense Daycare Expense K-12 Education Expense Daycare Expense K-12 Education Expense
Daycare Name Daycare Name Daycare Name
Daycare SSN/Fed ID# Daycare SSN/Fed ID# Daycare SSN/Fed ID#
Daycare Address Daycare Address Daycare Address
DEDUCTIONS
IRA ROTH SEP
Student Loan Interest: IRA Contributions: Moving Expenses**:
College Tuition/Fees: Investment Exp: Employee Expenses: Please list on back
Mortgage Int Pd: Property Tax: PMI:
Medical Expenses: Health Insurance: Car Tabs:
Charity by Cash/Check: Non-Cash Charity*: Tax Prep Fees:
Alimony Paid: HSA Contributions: Union Dues:
*Please Bring Itemized Donation Receipts if Non-Cash Donations exceed $500. For help valuing your non-cash donations, please look at www.itsdeductible.com
**Only Applicable if you move more than 50 miles because of a job

4. 503 FIRST AVE NORTHEAST
MINNEAPOLIS, MINNESOTA 55413
FOX TAX PLANNING AND PREPARATION PHONE: 612.824.2829
FAX: 612.331.3670
WWW.FOXTAXSERVICE.COM
BUSINESS INCOME/EXPENSE WORKSHEET
INCOME: AMOUNT DESCRIPTION
Total Income Received: Just Self Employed Income-NOT W2
Sales Tax Collected Only if you Charge Sales Tax
COST OF GOODS SOLD:
Total Production Costs: Direct Costs to Make Products
Ending Inventory: At Your Cost, Not Retail
EXPENSES:
Advertising & Promotions Anything for Promotion of Bus.
Total Miles Driven All Miles on your Vehicle
Business Miles Driven Jan-Jun Business Miles on your Vehicle
Business Miles Driven Jul-Dec Do you have written Log? Y/N
Auto Expenses List Gas, Maint., Ins, etc. separately
Commissions and Fees if claiming actual expenses
Subcontractors/Labor Any Labor You Paid Out
Equipment Purchases (List on Next Page)
Business Insurance
Business Interest Business Loans (incl. Auto)
Legal and Accounting
Office and Postage
Equipment Rental Includes Car Rentals and Equip.
Business Rent Rent for Office or Practice Space
Equipment Repairs
Supplies Any small items needed for Bus.
Travel Airfare, Lodging--Not Food or Auto
Meals and Entertainment In Town Business Meals with Others
Meals and Entertainment Out of Town All Meals on Bus. Travel
Days Out of Town (Meal Per Diem) List Locations and # of Days Sep.
Wages Paid to Others Bring Details on Payroll and Payroll Taxes
Bank Charges On Business Accounts
Dues and Subscriptions Memberships, Magazines, Etc.
Research and Development Books, Classes, Activities in Your Field
Cell Phone Only your Plan, Not Extra Minutes
Business Phone Extra Business Line--NOT 1st Home Line
Internet
Computer Software
Printing and Film Processing For Business Photos
Parking
Health Insurance Paid
Costumes and Props (Performers) Things for Stage Only
Personal Maintenance (Performers) Direct Costs for Performance Image
Retirement Account Contributions What Kind? Trad IRA, Roth, SEP, 401K?
Health Savings Account Contributions Must have High Deductible Health Ins.
Business Gifts Limited to $25 per person
Total Expenses
NET INCOME
* Please list out any additional costs separately that do not fit into above categories.
* If you accept credit cards from customers, we need new Form 1099-K from Credit Card Processing Company.

5. 503 FIRST AVE NORTHEAST
MINNEAPOLIS, MINNESOTA 55413
FOX TAX PLANNING AND PREPARATION PHONE: 612.824.2829
FAX: 612.331.3670
WWW.FOXTAXSERVICE.COM
RENTAL EXPENSE WORKSHEET
RENTAL INCOME: AMOUNT DESCRIPTION
Total Rents Received: Do not include refundable deposits
EXPENSES:
Advertising & Promotions Advertising for Rental Property
Total Miles Driven All Miles on your Vehicle
Business Miles Driven Jan-Jun Miles driven for Rental Business
Business Miles Driven Jul-Dec
Cleaning and Maintenance Any Cleaning or Maint. Costs
Commissions Pd. To Rental Agencies, etc..
Insurance PMI, Liability and/or Umbrella Policies
Legal and Accounting
Management Fees Pd for Management by Someone Else
Interest - Mortgage
Interest - Other Credit Cards/other loans just for rental
Repairs Repairs to Rental Property
Supplies General Supplies for Rental
Taxes Property Taxes
Utilities Pd by You for Rental Prop.
Rental License Fees
Bank Charges Bounced Check Fees, etc.
Appliances
Improvements Major Improvements to Property
Furnishings
Total Expenses
NET INCOME
*Always bring any Purchase, Sale or Refinance Closing Papers for the Year. *Fill out one of these pages for EACH rental property
*If converting property to Rental, we need Fair Market Value of Property at time of Conversion as well as Your Cost of buying and
improving property.

6. 503 FIRST AVE NORTHEAST
MINNEAPOLIS, MINNESOTA 55413
FOX TAX PLANNING AND PREPARATION PHONE: 612.824.2829
FAX: 612.331.3670
WWW.FOXTAXSERVICE.COM
ITEM DATE PURCHASED COST DATE SOLD SALE PRICE
TOTALS

7. 503 FIRST AVE NORTHEAST
MINNEAPOLIS, MINNESOTA 55413
FOX TAX PLANNING AND PREPARATION PHONE: 612.824.2829
FAX: 612.331.3670
WWW.FOXTAXSERVICE.COM
IN HOME OFFICE EXPENSES
SIZE
Square Footage of Office
Square Footage of House
Business Percentage
EXPENSES TOTALS 100% BUSINESS
Mortgage Interest Paid
Property Taxes Paid
Insurance on Home
Repairs and Maintenance*
Improvements*
Utilities
Rent Paid
Other:
Cost of Home (Purch + Improvements)
* Expenses directly related to office space are 100% deductible - Please List Separately