Hello I need help with a project: 4-2 Project One Milestone Two Guidelines and Rubric ACC 330 Project One Milestone Two Guidelines and Rubric Overview Tax organizers are used to help perform due dilig
ACC 330 Client Tax Profiles A Descriptions 2
Tax Client #1 Ji Bao 2
Client 1 Details 3
Client 1 W2 3
Tax Client #2 Alexander Lawson 4
Client 2 Details 6
Client 2 W2 6
Tax Client #3 Jeffrey Erikson 7
Client 3 Details 8
Client 3 W2 9
Tax Client #4 Erika Siegel 9
Client 4 Details 10
Client 4 W2 11
Tax Client #5 Robin Freedman 11
Client 5 Details 12
Client 5 W2 13
Tax Client #6 Amir Gamal 13
Client 6 Details 14
Client 6 W2 15
ACC 330 Client Tax Profiles A DescriptionsThese profiles will be used in both Project Two Milestone Tax Organizer and Project One. For Project One, you will select a client profile and prepare the taxpayer(s) Form 1040 and any accompanying forms, schedules, or worksheets required.
Tax Client #1 Ji Bao Descriptors | Data | Comments |
Client ID | 1111 |
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Primary Taxpayer’s Legal Name | Ji Bao |
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Primary Taxpayer’s Preferred Pronoun | He |
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SSN | ***-**-1111 |
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Age | 45 |
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Occupation | Retail Manager |
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Citizen/U.S. Resident Status | U.S. Permanent Resident |
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Primary Residence | 616 Langly Road #2C, Gatlinburg, TN 37738 | Owned; mortgage |
Secondary Residence |
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Business Owner |
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Property Ownership | 616 Langly Road #2C, Gatlinburg, TN 37738 |
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Languages | English |
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Marital Status | Single |
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Spouse’s Legal Name |
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Spouse’s Preferred Pronoun |
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Spouse’s Age |
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Spouse’s Occupation |
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Dependent(s) (# - Relationship) (Name/Age/SSN) | 1 - Son | Christian Bao (Age 10) (***-**-1112) |
Income Streams | W2 |
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Ji Bao is a single father with one son, Christian, who has lived with him all year. Ji was unmarried at the end of the year. He has full custody of Christian. Ji works at the local hardware store as a retail manager. He also worked part time at the library for several months during the summer and as a server on the weekends. Client 1 Details
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Ji’s W2 from the local hardware store contained information in the following boxes:
Wages (box 1) | $49,715 |
Federal W/H (box 2) | $4,707 |
Social Security Wages (box 3) | $49,715 |
Social Security W/H (box 4) | $3,082 |
Medicare Wages (box 5) | $49,715 |
Medicare W/H (box 6) | $721 |
Ji’s W2 from the local library contained information in the following boxes:
Wages (box 1) | $16,222 |
Federal W/H (box 2) | $0 |
Social Security Wages (box 3) | $16,222 |
Social Security W/H (box 4) | $1,006 |
Medicare Wages (box 5) | $16,222 |
Medicare W/H (box 6) | $235 |
Ji’s W2 from the local restaurant contained information in the following boxes:
Wages (box 1) | $22,288 |
Federal W/H (box 2) | $1,560 |
Social Security Wages (box 3) | $12,555 |
Social Security W/H (box 4) | $1,382 |
Medicare Wages (box 5) | $16,222 |
Medicare W/H (box 6) | $323 |
Tips | $9,733 |
Tax Client #2 Alexander Lawson
Descriptors | Data | Comments |
Client ID | 1113 |
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Primary Taxpayer’s Legal Name | Alexander Lawson |
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Primary Taxpayer’s Preferred Pronoun | He |
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SSN | ***-**-1113 |
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Age | 61 |
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Occupation | Teacher |
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Citizen/U.S. Resident Status | U.S. Citizen |
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Primary Residence | 1667 Crossroads Ct, Laughlin, NV 89029 | Owned; mortgage |
Secondary Residence | N/A |
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Business Owner | N/A |
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Property Ownership | 1667 Crossroads Ct, Laughlin, NV 89029 |
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Languages | English / Spanish |
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Marital Status | Married |
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Spouse’s Legal Name | Susan Lawson |
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Spouse’s Preferred Pronoun | She |
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Spouse’s SSN | ***-**-1114 |
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Spouse’s Age | 59 |
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Spouse’s Occupation | Teacher |
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Dependent(s) (# - Relationship) (Name/Age/SSN) | 1 – Susan’s Mother | Ana Alvarez (Age 83) (***-**-1115) |
Income Streams | W2 |
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Alexander and Susan Lawson are married and have no children. Susan’s mother, Ana Alvarez, had been living in their care for over three years since she was no longer able to care for herself on her own. Ana is a U.S. permanent resident and earns no income in the United States or abroad. Both Alexander and Susan are teachers at the local elementary school. Alexander teaches 4th grade and Susan teaches 1st grade. They are active participants in the school's after-care program and summer camp. Client 2 Details
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Alexander’s W2 contained information in the following boxes:
Wages (box 1) | $39,405 |
Federal W/H (box 2) | $5,516 |
Social Security Wages (box 3) | $39,405 |
Social Security W/H (box 4) | $2,443 |
Medicare Wages (box 5) | $39,405 |
Medicare W/H (box 6) | $571 |
Susan’s W2 contained information in the following boxes:
Wages (box 1) | $52,005 |
Federal W/H (box 2) | $7,200 |
Social Security Wages (box 3) | $52,005 |
Social Security W/H (box 4) | $3,224 |
Medicare Wages (box 5) | $52,005 |
Tax Client #3 Jeffrey Erikson
Descriptors | Data | Comments |
Client ID | 1116 |
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Primary Taxpayer’s Legal Name | Jeffrey Erickson |
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Primary Taxpayer’s Preferred Pronoun | He |
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SSN | ***-**-1116 |
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Age | 38 |
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Occupation | Registered Nurse |
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Citizen/U.S. Resident Status | U.S. Resident |
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Primary Residence | 414 Barns Street, Cheyenne, WY 82001 |
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Secondary Residence | 53 Long Road, Denver, CO 80014 |
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Business Owner | N/A |
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Property Ownership | 414 Barns Street, Cheyenne, WY 82001 | 53 Long Road, Denver, CO 80014 |
Languages | English/Dutch |
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Marital Status | Married |
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Spouse’s Legal Name | Rosemarie Erickson |
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Spouse’s Preferred Pronoun | She |
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Spouse’s SSN | ***-**-1128 | |
Spouse’s Age | 37 |
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Spouse’s Occupation | Radiology Technician |
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Dependent(s) (# - Relationship) (Name/Age/SSN) | N/A |
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Income Streams | W2 |
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Jeffrey and Rosemarie are separated and have chosen not to file their tax returns together for the current year. They are living in separate residences as of early this year. Rosemarie informed Jeffrey that she will be itemizing her deductions on her tax return for this tax year. Client 3 Details
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Jeffrey’s W2 contained information in the following boxes:
Wages (box 1) | $68,403 |
Federal W/H (box 2) | $8,236 |
Social Security Wages (box 3) | $68,403 |
Social Security W/H (box 4) | $4,241 |
Medicare Wages (box 5) | $68,403 |
Medicare W/H (box 6) | $992 |
Descriptors | Data | Comments |
Client ID | 1117 |
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Primary Taxpayer’s Legal Name | Erika Siegel |
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Primary Taxpayer’s Preferred Pronoun | She |
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SSN | ***-**-1117 |
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Age | 42 |
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Occupation | Attorney |
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Citizen/U.S. Resident Status | U.S. Citizen |
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Primary Residence | 969 Mulberry Road, Pierre, SD, 57501 | Client owns home |
Secondary Residence | N/A |
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Business Owner | N/A |
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Property Ownership | N/A |
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Languages | English |
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Marital Status | Single |
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Spouse’s Legal Name | N/A |
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Spouse’s Preferred Pronoun | N/A |
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Spouse’s Age | N/A |
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Spouse’s Occupation | N/A |
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Dependent(s) (# - Relationship) (Name/Age/SSN) | 2 Daughters | Jasmine Siegel (Age 20) (***-**-1119) Kiara Siegel (Age 18) (***-**-1120) |
Income Streams | W2 |
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Erika is single and has two children with her ex-husband, Larry Siegel, whom she pays alimony to. Erika works as an attorney for a law firm that services the local community. Her daughters, Jasmine and Kiara, live with her in her home full time. Jasmine graduated high school, works full-time as a server, and files her own tax return. Kiara is not working and is still enrolled in high school. Client 4 Details
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Erika’s W2 contained information in the following boxes:
Wages (box 1) | $196,055 |
Federal W/H (box 2) | $28,440 |
Social Security Wages (box 3) | $142,800 |
Social Security W/H (box 4) | $8,854 |
Medicare Wages (box 5) | $196,055 |
Medicare W/H (box 6) | $2,843 |
Descriptors | Data | Comments |
Client ID | 1121 |
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Primary Taxpayer’s Legal Name | Robin Freedman |
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Primary Taxpayer’s Preferred Pronoun | She |
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SSN | ***-**-1121 |
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Age | 39 |
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Occupation | Office Manager |
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Citizen/U.S. Resident Status | U.S. Citizen |
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Primary Residence | 800 North Block, Miami, FL 33136 |
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Secondary Residence | N/A |
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Business Owner | N/A |
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Property Ownership | N/A |
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Languages | English |
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Marital Status | Single |
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Spouse’s Legal Name | N/A |
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Spouse’s Preferred Pronoun | N/A |
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Spouse’s Age | N/A |
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Spouse’s Occupation | N/A |
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Dependent(s) (# - Relationship) (Name/Age/SSN) | 3 – 1 Daughter and 2 Sons | Isabella Freedman (Age 11) (***-**-1122) Asher Freedman (Age 8) (***-**-1123) Noah Freedman (Age 4) (***-**-1126) |
Income Streams | W2 |
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Robin Freedman is an office manager at a dental office in her hometown. She has three children, Isabella, Asher, and Noah who all live with her full time. At the end of the year, Robin was unmarried. Client 5 Details
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Robin’s W2 contained information in the following boxes:
Wages (box 1) | $60,653 |
Federal W/H (box 2) | $5,200 |
Social Security Wages (box 3) | $60,653 |
Social Security W/H (box 4) | $2,642 |
Medicare Wages (box 5) | $60,653 |
Medicare W/H (box 6) | $589 |
Descriptors | Data | Comments |
Client ID | 1127 |
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Primary Taxpayer’s Legal Name | Amir Gamal |
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Primary Taxpayer’s Preferred Pronoun | They/Them |
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SSN | ***-**-1127 |
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Age | 19 |
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Occupation | Server |
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Citizen/U.S. Resident Status | U.S. Citizen |
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Primary Residence | 555 NE 16th Ct #11, Gainesville, FL 33853 | Rents apartment |
Secondary Residence | N/A |
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Business Owner | N/A |
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Property Ownership | N/A |
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Languages | English |
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Marital Status | Single |
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Spouse’s Legal Name | N/A |
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Spouse’s Preferred Pronoun | N/A |
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Spouse’s Age | N/A |
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Spouse’s Occupation | N/A |
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Dependent(s) (# - Relationship) (Name/Age/SSN) | N/A |
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Income Streams | W2 |
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Amir is a student who is working as a server at a local restaurant. Amir just started their first year of college and is attending full time. In their spare time, Amir is an avid poker player and sometimes enters competitions nearby. Client 6 Details
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Amir’s W2 contained information in the following boxes:
Wages (box 1) | $20,791 |
Federal W/H (box 2) | $1,450 |
Social Security Wages (box 3) | $10,601 |
Social Security W/H (box 4) | $979 |
Medicare Wages (box 5) | $20,791 |
Medicare W/H (box 6) | $301 |
SS tips | $10,190 |