Tax Organizer | Keepstead

Keepstead

Tax Organizer · Home Daycare · CARES Consulting

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CARES Consulting Inc. & Kari Hoglund Kounkel
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Client Information

Full Legal Name

Social Security Number

Filing Status

Phone

Home Address

Daycare Business

Business Name (if any)

State License Number

Year Daycare Started

EIN (if applicable)

Home Details — Time-Space %

💡 The Time-Space % determines what portion of home expenses are deductible. Pull from prior return or we calculate fresh.

Total Sq Ft of Home

Sq Ft Used for Daycare

Hours/Week Daycare Runs

T/S % from Prior Return

Weeks Operated Per Year (avg)

Preparer Notes

Four-Year Overview

Here's what we've got.

Review and flag anything missing or needing a follow-up.

Preparer Summary Notes / Client Homework

Keepstead

Here's what we've got.

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