Form

Law Offices of Morgan D. King TaxJustice.com
BUDGET FOR TAX EVALUATION - PERSONAL & CONFIDENTIAL - PART I
A. PERSONAL PROFILE
1. YOUR NAME
2. DATE
Answer the questions below, then proceed down to the budget. Enter your average monthly expenses for each item listed below. Your average should be for a period of the last three months. An estimate is ok if you think it is reasonably accurate.
3. No. of people in your household who are related to you and living under the same roof, including children.	1 person 2 people 3 people 4 people 5 people 6 people More than 6
4. Your marital status	Married living together Married separated Presently unmarried
5. State you live in
6. County you live in
7. Present age of head of household	Under 65 65 or older
8. How many motor vehicles (cars & trucks) do you have?
B. BUDGET: PERSONAL BUDGET FOR FORM 433-A IRS
NATIONAL STANDARDS - FOOD - HOUSEKEEPING - PERSONAL
9. Food, including meals away
10. Housekeeping, cleaning supplies
11. Kitchen supplies, paper towels, napkins, etc. (not food)
12. Apparel & personal services, including clothing, dry cleaning, laundry, clothing repair
13. Personal care products, shaving needs, oral hygiene, feminine hygiene, cosmetics, bath preparations, haircuts & beautician services
14. Medical & health-care out-of-pocket expenses, prescriptions, eye care & eye glasses, co-pay, etc. (does not include health insurance premiums)
15. Miscellaneous
16. List miscellaneous expenses:
C. LOCAL STANDARDS - HOUSING & UTILITIES
17. Mortgage & other payments for notes against the house; or rent or lease payments
18. Property insurance
19. Homeowners' insurance
20. Maintenance & repair
21. Parking fees
22. HOA fees or dues
23. Property taxes
24. Gas & electric
25. Water
26. Trash & garbage
D. LOCAL STANDARDS - TRANSPORTATION
27. Car payments (installments) for each vehicle
28. Car rent or lease payments for each vehicle
29. Insurance on all vehicles
30. Gas & oil
31. Repairs, tires, maintenance, smog for all vehicles
32. Vehicle registration fees
33. Parking & tolls
34. Public transportation expenses
35. ANY QUESTIONS? Describe here -
NOW PRINT THIS FOR YOUR RECORDS. THEN PRESS "SUBMIT." THEN RETURN TO TAXJUSTICE.COM AND PROCEED TO DO BUDGET PART 2