From: Freida C. Butler
To: Jane Doe, Accountant
Cc: Daniel B. Butler
Date: January 20, 2016
My name is Freida C. Butler, and my husband and I were referred to you by our good friend
Jackie Lynn. We would like for you to prepare our tax return this year. My husband works for
WJJJ, Inc. and I work at a real estate company, Corbin Realty. I am not considered a
subcontractor for them. Many of my friends are contractors for them and receive a 1099, but I do
not. I believe I receive a W2—does that sound like the right form?
We have three children who live with us. They were each in school at some point this past year.
So you need to know which of them were enrolled in school last year or for how long? Will I get
any tax breaks for them being in school?
We also had income from some investments. We received interest and dividends from a few
places. Can you tell me if those are reported on a 1099 form? If so, I may have to request this
from my bank.
We own our home and paid the typical homeowner’s expenses. What expenses will you need
from us relating to our home?
Are there any other questions you have for us, such as other deductions we can take?
Just curious: this tax “stuff” is so much information to remember. How do you ever stay on top
of all of these tax rules? I have always wondered that! Are you the best in the business?
I look forward to hearing from you. Please let us know what other information you will need
from us and what documents you will need us to send over to you.
Thank you in advance,
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