Usethisorganizerforlpsorllcs(Taxedaspartnerships)Holdingonlyrealestate

2015

TaxOrganizerfor

RealEstate

1065ReturnsOnly

UsethisOrganizerforLPsorLLCs(TaxedasPartnerships)HoldingOnlyRealEstate

IMPORTANT

Wewillbeunabletocompleteyourtaxreturnuntilwehavereceivedthecompletedtaxorganizerandrequireddocumentationincludingtheclientstatement,paymentinformation,corporateinformationownershipinformation.

AndersonBusinessAdvisors

3225McLeodDrive

LasVegas,NV89121

TollFree:800-706-4741

Local:702-487-3780

Fax:702-664-0547

E-Mail:

SecureOnlineUploadPage:

INSTRUCTIONS

•Pleaseattachacopyofyourpreviousyeartaxreturnifnotpreparedbyourcompany.

•Completethesectionspertainingtoyourtaxreportingrequirements.

•Pleasechecktheorganizertomakesureyouarefurnishingalltheinformationneededtocompleteyourreturncorrectlyandaccurately.

•Usethelastpageoftheorganizertowritedownquestionsyoumayhaveandwewilladdressthemduringthepreparationofthetaxreturn.

•PleaseprintoutaBalanceSheetandaProfitLossStatementfromyouraccountingprogramusingcashbasis.

•ProvideallHUD-1andClosingStatementsfromRealEstateActivities

CLIENTSTATEMENT

Taxreturnsarepreparedintheorderreceived.CompletedTaxOrganizersaredueinouroffices30dayspriortothereturndeadlineinorderforAndersonAdvisorstoguaranteethetimelinessofthereturn. IntheeventaTaxOrganizerisreceivedwithinthe30dayperiodpriortothetaxdeadline,Clientwillpayanexpeditefeeof$150.00toensuretimelycompletionandifreceivedinthefinal2weeksbeforethedeadline,Clientwillpay$250.00toensuretimelycompletion.Ifunabletocompletebydeadline,AndersonAdvisorswillrequestanextensiononclient’sbehalfifthatoptionisavailable.

Thescopeofworkinconnectionwiththepreparationofyour(“theClient”)federalandstateincometaxreturnsisintendedtobeincompliancewiththerequirementsissuedbythevarioustaxingauthorities.Becausetaxlawsarenotalwaysclear,honestdifferencesofopinionsmayarisebetweenourinterpretationoflawsandthatofthevarioustaxingauthorities.Wewillassistyouinresolvingthesedifferencesinyourfavorwheneverpossible.

Clientand/oryourdulyappointedrepresentativeagreenottoholdAndersonAdvisorsliableforinterpretationsmadewithregardtoanyoftheinformationsuppliedbyClientandusedinthepreparationofthetaxreturns. Unlesscompelledtodosobylaw,AndersonAdvisorsdoesnotdiscloseanyirregularitiesorprovidestatementswithregardtothevalidityoftheinformationsuppliedbyClienttoanytaxingauthority.

Alltaxreturnsaresubjecttoreviewandacceptancebythevarioustaxingauthorities. IntheeventofanexaminationorothertaxingauthoritycontactAndersonAdvisorscanrespondorrepresentyourpositiontothetaxingauthority;however,thereisafeeforthisservice.Youmayappealanyadjustmentsproposedbyataxingauthority.

Pleasereviewanycompletedtaxreturnscarefully. Aspreparers,wehavearesponsibilitybothtothevarioustaxingauthoritieswithwhomwefiletaxreturnsaswellastoourclients. AnyclientwillremainliableforthecontentsoftaxreturnspreparedbyAndersonAdvisorswithdataprovidedbysaidclient.

Alltaxreturnpreparationfeesmustbepaidbeforethetaxreturncanbeelectronicallyprocessed.

Oncepaymentisreceivedandtheproperformsaresignedtoelectronicallyfilethetaxreturn,i.e.Form

8879,wewillfilethetaxreturn.

BysigningthisdocumentIacknowledgethisstatementandthedatesbelow.Signature:

NameonCreditCard:CreditCardNumber:

ExpDate:3/4DigitCode:

Bysubmittingthisform,youareauthorizingAndersonAdvisorstosendyouaninvoiceelectronically(viaemail)andtochargethecreditcardprovidedabovefive(5)daysaftertheinvoicehasbeensubmittedtoyou.

Checkifyouwouldlikeaquotefor

thepreparationfeesbasedontheinformationprovidedinthisOrganizerbeforeworkiscommenced.

YesWouldyouliketouseyour

prepaidtaxpackagetimeforthisreturn?(ifapplicable)

Yes

No

Notsure,pleasecontactmetodiscuss

FAXCOVERPAGE

Attention:AndersonAdvisors-TaxPreparationDepartment

To:AndersonAdvisors-702-664-0547

Attention:

From:

Date:

TotalNumberofPages: (includingcoverpage)

THISFAXINCLUDESTHEFOLLOWING(Checkallthatapply)

ClientStatement

Organizerfor(Name )

SupportingDocuments

Other

Youmayalsouploadalldocumentssecurelyonlineat

PartnershiporLLCInformation:

FirstandLastName:NameofEntity:

StreetAddressofBusiness:City:

State:Zip:

EmployerIDNumber(EIN):SigningOfficerTitle:

Phone:(BesttoReachYouDuringtheDay)

E-mail:

MailCompletedReturnto:

City:

State:Zip:

PartnershiporLLCInformation:

Doesyourentityhaveayear-endotherthanDec?

Ifso,When?

Isthisthepartnership'sfirstreturn?

Isthisthefinaltaxreturn? Ifyes,Whatisthedissolutiondate?

StateofFormationStateIDNo.:StateTaxIDNumber:

WhatdatewasthePartnershipor

LLCformed?

Whatistheprincipalbusiness?Whatisthemainproductor

service?

WebfileNumber:

OtherInformation

AccountingMethodCashAccrual

Other

Atanytimeduringtheyear,didtheEntityhaveaninterestinorsignatureauthorityoverafinancialaccountinaforeigncountry?

Areallpartners/membersactivelyparticipatinginthisbusiness?

AreanyoftheMembersclaimingRealEstateProfessionalStatusfromtherealestateactivitiesbeingreportedinthisPartnership?

Ifyes,didthosemembersspendamajorityoftheirworkinghoursandatleast

750hoursofservicein

2014*Qualifiedactivitiesinrealestate?

Aretheydocumentedinwriting?

DoyouhaveaCorporationthatownsaninterestinthisentity?

Ifyes,pleaselistnameof

Corporation?

HAVEALLPROPERTYTITLESBEENTRANSFERREDINTOTHENAMEOFTHEPARTNERSHIPORLLCORHASABENEFICIALINTERESTOFALANDTRUSTHOLDINGTITLETOREALESTATEBEENASSIGNEDTOTHISENTITY?

IsthePartnershippubliclytraded?

OwnershipInformation

**Pleasefillinallinformation-Ifshareholderisanindividual,useSocialSecurityNumber.Ifshareholderisanentity,usetheEINnumber

Name:ofPartner/Member

U.S.Citizen:Ifno,Where?StreetAddress:

City:

State:Zip:SocialSecurityNumber/EIN

Partnership?Ownership:

Name:ofPartner/Member

U.S.Citizen:Ifno,Where?StreetAddress:

City:

State:Zip:SocialSecurityNumber/EIN

Partnership?Ownership:

Name:ofPartner/Member

U.S.Citizen:Ifno,Where?StreetAddress:

City:

State:Zip:SocialSecurityNumber/EIN

Partnership?Ownership:

Name:ofPartner/Member

U.S.Citizen:Ifno,Where?StreetAddress:

City:

State:Zip:SocialSecurityNumber/EIN

Partnership?Ownership:

Name:ofPartner/Member

U.S.Citizen:Ifno,Where?StreetAddress:

City:

State:Zip:SocialSecurityNumber/EIN

Partnership?Ownership:

DoyouhavemorePartners/Members?

FinancialStatements

Ifyouhavethebalancesheetandprofitandlossanduploadedthem,youcanskiptherestofthispage.

BalanceSheet

Assets

CashinBankonLastDayof

BusinessYear

TradeNotesandAccounts

Receivable(foraccrualbasisonly)Inventories

OtherCurrentAssets(attachstatement)

OtherInvestments(attachstatement)

BuildingsandOtherDepreciable

Assets

LessaccumulatedDepreciation

Land

IntangibleAssets

LesaccumulatedAmortization

TotalAssets

LiabilitiesandCapital

AccountsPayable

MortgagesandNotesPayableinLessThan1Year(accrualbasisonly)

Othercurrentliabilities(attachstatement)

AllNon-recourseLoans

Mortgages,NotesPayablein1YearorMore

OtherLiabilities(AttachStatement)Partners’CapitalAccounts

TotalLiabilitiesandCapital

Income

BusinessIncome

InterestReceived(Encloseall

1099-INTForms)

DividendsReceived(Encloseall

1099-DIVForms)

Expenses

(Businessonly,donotincludeRentalorPersonalExpenseshere)

PLEASECOMPLETEONLYIFTHEPARTNERSHIPBALANCESHEET,GENERALLEDGERANDPROFITANDLOSSSTATEMENTSARENOTATTACHED.

OrganizationCosts

BankCharges

OfficeSupplies(IncludingPrinting

Copies)BusinessLicenses

LegalandProfessionalServices

ManagementFees

GuaranteedPaymentstoPartners

OtherExpenses(Describe)

OtherAmountOtherAmountOther AmountOther Amount

RENTAL“REALESTATE”PROPERTYANDROYALTYINCOME:ATTACHHUD-1’SFORALLPROPERTYPURCHASESREFINANCINGSIN2014

DescriptionofPropertyCompletePropertyAddress(ex:Singlefamily,Duplex,Condo,orCommercial)PropertyID(A)

PropertyID(B)PropertyID(C)

PropertyID(D)

Income:

PropertyA:

DatePropertybecameAvailable:RentsReceived:RoyaltiesReceived:

PropertyB:

DatePropertybecameAvailable:RentsReceived:RoyaltiesReceived:

PropertyC:

DatePropertybecameAvailable:RentsReceived:RoyaltiesReceived:

PropertyD:

DatePropertybecameAvailable:RentsReceived:RoyaltiesReceived:

Expenses:

PropertyA:

Auto(UsedforRentalProperties)AdvertisingandPromotion

CleaningandMaintenanceCommissions

InsuranceLegalandProfessionalFees

MortgageInterestManagementFees

PointsPurchase/RefinancingRepairs(over$250,itemizedbelow)

RealEstateTaxesUtilities

Meals/EntertainmentOtherExpenses(Liston

LastPage)

PropertyB:

Auto(UsedforRentalProperties)AdvertisingandPromotion

CleaningandMaintenanceCommissions

InsuranceLegalandProfessionalFees

MortgageInterestManagementFees

PointsPurchase/RefinancingRepairs(over$250,itemizedbelow)

RealEstateTaxesUtilities

Meals/EntertainmentOtherExpenses(Liston

LastPage)

PropertyC:

Auto(UsedforRentalProperties)AdvertisingandPromotion

CleaningandMaintenanceCommissions

InsuranceLegalandProfessionalFees

MortgageInterestManagementFees

PointsPurchase/RefinancingRepairs(over$250,itemizedbelow)

RealEstateTaxesUtilities

Meals/Entertainment

OtherExpenses(ListonLastPage)

PropertyD:

Auto(UsedforRentalProperties)AdvertisingandPromotion

CleaningandMaintenanceCommissions

InsuranceLegalandProfessionalFees

MortgageInterestManagementFees

PointsPurchase/RefinancingRepairs(over$250,itemizedbelow)

RealEstateTaxesUtilities

Meals/EntertainmentOtherExpenses(ListonLastPage)

AssetsForDepreciation:

RentalAssetWorksheet:Completeforallrentalassetspurchased.Listanyrepairs,furnishingsandappliancesgreaterthan$250

PropertyID:DatePurchased:

AssetPrice:

IfSold:DateSalePrice:

PropertyID:DatePurchased:

AssetPrice:

IfSold:DateSalePrice:

PropertyID:DatePurchased:

AssetPrice:

IfSold:DateSalePrice:

PropertyID:DatePurchased:

AssetPrice:

IfSold:DateSalePrice:

PropertyID:DatePurchased:

AssetPrice:IfSold:DateSalePrice:

Note:Ifyouconvertedpersonalpropertyitemsforrentaluse,undertheheading‘datepurchased,’pleaseindicatethedatewhentheassetwasfirstusedfortherental andundertheheading‘price,’indicatefairmarketvalueofassetonthedateoffirstrentaluse.

SaleofRealEstate

EnclosecopiesofForm(s)1099-SCLOSINGSTATEMENTSHUD-1’SFORALLPURCHASES,SALES,ANDREFINANCINGS.

Description:DateAcquired:

DateSold:SalePrice:

CostBasis:TypeofProperty:

Description:DateAcquired:

DateSold:SalePrice:

CostBasis:TypeofProperty:

Description:DateAcquired:

DateSold:SalePrice:

CostBasis:TypeofProperty:

Description:DateAcquired:

DateSold:SalePrice:

CostBasis:TypeofProperty:

Description:DateAcquired:

DateSold:SalePrice:

CostBasis:TypeofProperty:

Ifthesoldpropertieshavebeendepreciatedaspriorrentalspleaseprovidealldepreciationschedules.

LikeKindExchange

Wastheexchangedonewith

RelatedParties(personorentity)?Pleaseinclude:

FORPROPERTIESGIVENUP:PurchaseClosingStatements(HUD-1)

Ifacquiredbyanexchange,includeForm8824-(ontaxreturnyearthepropertywasacquired)SaleClosingStatements(HUD-1)

DepreciationStatement(onPreviousYearTaxReturn)FORPROPERTIESRECEIVED:

PurchaseClosingStatement

(HUD-1)

ValueofotherpropertiesReceived:(List)

Cashreceived

ExchangeCost

AccommodatorStatement

Itemizeanyothercostsincurred.(ListBelow)Description:

Amount:Description:Amount:Description:Amount:Description:Amount:Description:Amount:

ADDITIONALINFORMATIONORCOMMENTS:

Pleasesaveandsubmitformviaemailat:

oryoucanouruploadittooursecureserverat:

Youmayalsoprintoutthedocumentandfaxittousat:

702.664.0547