Please total your expenses or make a best estimate by category. Each category should include all sources of payment, cash check or charge.


Please bring anything you think might be work or tax related even if not on the list. If you are a new client, please bring your last filed return.



  • Please Bring All:
  • W-2’s
  • 1099’s
  • Interest Paid
  • Interest Earned
  • Stock & Dividend Information
  • Partnership K-1’s

    • The categories listed below require that the information be detailed as shown:


  • Please make a simple travel log:
  • Where Went / Dates / Purpose / # Days Away

  • Equipment Purchased:
  • Description / Date Purchased / Cost

  • Office Furniture Purchased:
  • Description / Date Purchased / Cost

  • For Home Office:
  • Rent
  • Utilities
  • Security
  • Renter’s Insurance
  • Repairs

  • Auto:
  • Insurance
  • DMV
  • Repairs
  • Mileage And Dates: At Two Dates At Least
  • Gas
  • AAA, Car Washes
  • Auto Lease, and Rent
  • 6 Months Apart from Repair Or Oil Change Receipts

  • Other Items to compile:
  • Charitable Contributions; Cash and Noncash Receipts
  • Medical Insurance Premiums
  • Out Of Pocket Medical Expenses
  • Moving Expense (Over 50 Mile Move)
  • Example Categories and Expenses List for the Entertainment Industry
  • Accounting
  • Advertising
  • Agent
  • Books & CDS & DVDs
  • Business gifts
  • Business & travel MEALS
  • Cable
  • Contest entrance fees
  • Directory listing/Player’s directory
  • Domain/web server fees
  • Dues & subscriptions (magazines/newspapers)
  • Education/acting classes/computer classes etc
  • Film & Developing
  • Film festival fees
  • Headshots
  • Insurance-Equipment
  • Insurance-business liability
  • Internet
  • Legal
  • Manager
  • Meetings & Seminars
  • Memberships
  • Messenger/delivery
  • Movies, tape rentals, theater, exhibitions
  • Office supplies
  • Online Service fees, DSL/Cable/AOL
  • Outside service
  • Pager
  • Parking
  • P O Box rental
  • Portfolio/resume
  • Postage
  • Printing
  • Professional Library
  • Promotion
  • Publicity
  • Rent-Rehearsal space/studio/theater
  • Rent-Equipment
  • Repairs-Equipment
  • Research/archiving
  • Script or copyright registration
  • Small equipment/tools/kit supplies
  • Special wear/gear
  • Software
  • Storage-work related
  • Telephone-fax, cell, home, phone cards
  • Transportation-local: taxi, car service, limo, bus
  • Travel – Air, Hotel, Train, Ship, Car Rental, Shuttle
  • Travel, dry cleaning after
  • Wardrobe & make-up (performers)
  • Work boots
  • Union dues
  • Voice mail or answering service