Hello, I need help with a project. My selected client is: Client #1111 Ji Bao 5-1 Project One ACC 330 Project One Guidelines and Rubric Competency In this project, you will demonstrate your mastery of

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 Descriptions

These 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
Primary Taxpayer’s Legal Name	Ji Bao
Primary Taxpayer’s Preferred Pronoun	He
SSN	*--1111
Age	45
Occupation	Retail Manager
Citizen/U.S. Resident Status	U.S. Permanent Resident
Primary Residence	616 Langly Road #2C, Gatlinburg, TN 37738	Owned; mortgage
Secondary Residence
Business Owner
Property Ownership	616 Langly Road #2C, Gatlinburg, TN 37738
Languages	English
Marital Status	Single
Spouse’s Legal Name
Spouse’s Preferred Pronoun
Spouse’s Age
Spouse’s Occupation
Dependent(s) (# - Relationship) (Name/Age/SSN)	1 - Son	Christian Bao (Age 10) (*--1112)
Income Streams	W2
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 Ji provides receipts for co-pays paid to his doctor totaling $10,550 for the year. Ji provides Form 1098 reporting $7,685 in mortgage interest and $2,320 in mortgage insurance premiums for his primary residence. Ji reports paying $1,985 in real estate taxes for the year on his primary residence. Je provides a statement from his local church for cash contributions of $3,000 for the year. Ji provides receipts for his son’s school uniforms totaling $500 for the year. The general sales tax paid was $1,116.

Client 1 W2

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
Primary Taxpayer’s Legal Name	Alexander Lawson
Primary Taxpayer’s Preferred Pronoun	He
SSN	*--1113
Age	61
Occupation	Teacher
Citizen/U.S. Resident Status	U.S. Citizen
Primary Residence	1667 Crossroads Ct, Laughlin, NV 89029	Owned; mortgage
Secondary Residence	N/A
Business Owner	N/A
Property Ownership	1667 Crossroads Ct, Laughlin, NV 89029
Languages	English / Spanish
Marital Status	Married
Spouse’s Legal Name	Susan Lawson
Spouse’s Preferred Pronoun	She
Spouse’s SSN	*--1114
Spouse’s Age	59
Spouse’s Occupation	Teacher
Dependent(s) (# - Relationship) (Name/Age/SSN)	1 – Susan’s Mother	Ana Alvarez (Age 83) (*--1115)
Income Streams	W2
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 They provide Form 1098 reporting $6,805 in mortgage interest and $2,199 in mortgage insurance premiums for their primary residence. They report paying $3,355 in real estate taxes for the year on their primary residence. They paid $600 toward co-pays for Ana’s visits to the doctor. Alexander provided receipts of $1,010 for books, supplies, and supplementary materials for his classroom. Susan provided receipts of $495 for books, supplies, and supplementary materials for her classroom. General sales tax paid was $964.

Client 2 W2

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
Primary Taxpayer’s Legal Name	Jeffrey Erickson
Primary Taxpayer’s Preferred Pronoun	He
SSN	*--1116
Age	38
Occupation	Registered Nurse
Citizen/U.S. Resident Status	U.S. Resident
Primary Residence	414 Barns Street, Cheyenne, WY 82001
Secondary Residence	53 Long Road, Denver, CO 80014
Business Owner	N/A
Property Ownership	414 Barns Street, Cheyenne, WY 82001	53 Long Road, Denver, CO 80014
Languages	English/Dutch
Marital Status	Married
Spouse’s Legal Name	Rosemarie Erickson
Spouse’s Preferred Pronoun	She
Spouse’s SSN	*--1128
Spouse’s Age	37
Spouse’s Occupation	Radiology Technician
Dependent(s) (# - Relationship) (Name/Age/SSN)	N/A
Income Streams	W2
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 Jeffrey received $100 from a certificate of deposit as interest income. Jeffrey provided Form 1098 reporting $8,150 in mortgage interest and $7,520 in real estate taxes for his primary residence. Jeffrey noted that he was able to pay off the mortgage on his secondary home used as a vacation home at the end of last year, so he does not have a Form 1098 any longer on that property, but he paid real estate taxes of $2,566. Jeffrey provided Form 1098-E reporting student loan interest paid of $8,530. Jeffrey provided the following additional information: He spent $2,600 on uniforms for his job as a nurse, $750 in non-cash contributions, $1,500 in charitable contributions, and $400 for tax preparation fees from the prior year. The non-cash items donated included clothing, old electronics, and other household items valued at thrift-store prices of $750 on 5/20/21 when they were donated to Goodwill at 3301 Nationway, Cheyenne, WY 82001. The general sales tax paid was $433.

Client 3 W2

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

Tax Client #4 Erika Siegel

Descriptors	Data	Comments
Client ID	1117
Primary Taxpayer’s Legal Name	Erika Siegel
Primary Taxpayer’s Preferred Pronoun	She
SSN	*--1117
Age	42
Occupation	Attorney
Citizen/U.S. Resident Status	U.S. Citizen
Primary Residence	969 Mulberry Road, Pierre, SD, 57501	Client owns home
Secondary Residence	N/A
Business Owner	N/A
Property Ownership	N/A
Languages	English
Marital Status	Single
Spouse’s Legal Name	N/A
Spouse’s Preferred Pronoun	N/A
Spouse’s Age	N/A
Spouse’s Occupation	N/A
Dependent(s) (# - Relationship) (Name/Age/SSN)	2 Daughters	Jasmine Siegel (Age 20) (*--1119) Kiara Siegel (Age 18) (*--1120)
Income Streams	W2
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 Erika provided receipts for health insurance premiums paid for her children totaling $9,600 for the year and co-pays for doctor visits totaling $5,102 for the year. Erika provided Form 1098 reporting $13,501 in mortgage interest and $9,608 in real estate taxes for her primary residence. Erika provided Form 1098-E reporting student loan interest paid of $14,500. Erika noted paying her ex-husband $36,000 in alimony from a divorce decree settled on March 1, 2014. Erika’s ex-husband’s information is as follows. Name: Larry Siegel. SSN: *--1118. The general sales tax paid was $1,318.

Client 4 W2

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

Tax Client #5 Robin Freedman

Descriptors	Data	Comments
Client ID	1121
Primary Taxpayer’s Legal Name	Robin Freedman
Primary Taxpayer’s Preferred Pronoun	She
SSN	*--1121
Age	39
Occupation	Office Manager
Citizen/U.S. Resident Status	U.S. Citizen
Primary Residence	800 North Block, Miami, FL 33136
Secondary Residence	N/A
Business Owner	N/A
Property Ownership	N/A
Languages	English
Marital Status	Single
Spouse’s Legal Name	N/A
Spouse’s Preferred Pronoun	N/A
Spouse’s Age	N/A
Spouse’s Occupation	N/A
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
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 Robin has been applying for new jobs and has provided receipts for expenses incurred in her job search totaling $360. Robin also provided receipts for dues incurred for her field of $100. Robin has provided receipts for daycare tuition paid for her youngest, Noah, totaling $5,200. The school’s name is Amery Day School, and its EIN is 999-95-9999. The address is 34 Longroad View Lane, Miami, FL 33136. Robin receives $18,000 a year in child support. Robin rents the apartment she lives in and pays $1,500 per month. The general sales tax paid was $796.

Client 5 W2

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

Tax Client #6 Amir Gamal

Descriptors	Data	Comments
Client ID	1127
Primary Taxpayer’s Legal Name	Amir Gamal
Primary Taxpayer’s Preferred Pronoun	They/Them
SSN	*--1127
Age	19
Occupation	Server
Citizen/U.S. Resident Status	U.S. Citizen
Primary Residence	555 NE 16th Ct #11, Gainesville, FL 33853	Rents apartment
Secondary Residence	N/A
Business Owner	N/A
Property Ownership	N/A
Languages	English
Marital Status	Single
Spouse’s Legal Name	N/A
Spouse’s Preferred Pronoun	N/A
Spouse’s Age	N/A
Spouse’s Occupation	N/A
Dependent(s) (# - Relationship) (Name/Age/SSN)	N/A
Income Streams	W2
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 Amir provided Form 1098-T reflecting the following: University of Florida, PO Box 114050, Gainesville, FL 32611; EIN: 59-6002052; Box 1-Payments received qualified tuition and related expenses $5,058; Box 8: Check if at least half-time student is marked with a check. Amir reported that they earned $10,000 in gambling winnings during the year. They reported losses of $1,700, spent during the year. Amir has the W-2G that reflects the winnings. A family friend recommended that Amir send in an estimated tax payment when they won their gambling winnings just in case, they owed taxes. They sent in $1,200 on 9/15. Since this is Amir’s first year in college, they have not received any prior education tax credits. Amir’s parents do not provide more than half of his support and are not eligible to claim them as dependents. General sales tax paid was $460.

Client 6 W2

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