Finesse Tax Accounting, LLC

 
1600 Wilson Blvd Suite 720
Arlington, VA 22209
 
(703) 812-4750
info@finessetax.com
finessetax.com
Please note that there is no save feature for this form.  
 
Leaving this page prior to submitting the form will not save your answers.  
 
We recommend completing the form in its entirety as again there is no save feature.
 
In order to send this info to our office you must click the "Submit" button at the bottom of this form.

Rental Property Organizer

As the owner of a rental property, residential, commercial or a vacation rental, rent you collect and expenses you incur must be reported on your annual tax returns.  Below is a handy organizer which includes the latest, commonly used deductions for those with rental property.

Biographical/Contact Info

General Info

How many rental properties do you own? *
Do you have more than 3 rental properties? *
PLEASE BE ADVISED:
 
IF YOU HAVE MORE THAN 3 RENTAL PROPERTIES, COMPLETE THE INFO BELOW, FOR YOUR FIRST THREE PROPERTIES AND THEN CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM.  
 
THEN YOU WILL NEED TO START ANOTHER SEPARATE FORM FOR THE NEXT THREE PROPERTIES.  
 
TO DO THIS, GO TO OUR WEBSITE (WWW.FINESSETAX.COM)
CLICK THE "FORMS AND PUBLICATIONS" TAB.
SELECT THE "RENTAL PROPERTY ORGANIZER" UNDER THE FILL IN FORMS SECTION.
 

Property 1

Type of Property *
Did/Do you live in the property at the same time it was/is being rented? *
Do you have the ability to access to the tenant's space from inside your portion of the property? (A locked door between personal and rented space counts as ability to access) *
Is this property titled in the name of/owned by an entity? *
What type of entity is listed on title/owns this property? *
Are you (and/or your spouse) the sole owner of this property? *
Was this property sold during the tax year? *
*PLEASE NOTE YOU WILL NEED TO PROVIDE OUR OFFICE WITH A COPY OF THE HUD-1 SETTLEMENT SHEET FOR THE SALE OF THIS PROPERTY.*
Did you refinance any mortgage secured by this property? *
*PLEASE NOTE YOU WILL NEED TO PROVIDE THIS OFFICE WITH A COPY OF THE HUD-1 SETTLEMENT SHEET FROM THE REFINANCING OF THE MORTGAGE.*
Did you pay any contractors or individuals more than $600 to perform services for or work on this property? *
Did you issue 1099-MISC forms to the contractors or individuals who you paid more than $600 in conjunction with this property? *
Would you like this firm to prepare the 1099-MISC forms for you? Please note we charge an addition and small fee for this service. *
*PLEASE NOTE YOU WILL NEED TO PROVIDE THIS OFFICE WITH THE NAME, ADDRESS, SSN/EIN AND AMOUNT PAID FOR EACH CONTRACTOR OR INDIVIDUAL TO WHOM YOU PAID MORE THAN $600.*
Income
 
Expenses

Property 2

Type of Property *
Did/Do you live in the property at the same time it was/is being rented? *
Do you have the ability to access to the tenant's space from inside your portion of the property? (A locked door between personal and rented space counts as ability to access) *
Is this property titled in the name of/owned by an entity? *
What type of entity is listed on title/owns this property? *
Are you (and/or your spouse) the sole owner of this property? *
Was this property sold during the tax year? *
*PLEASE NOTE YOU WILL NEED TO PROVIDE OUR OFFICE WITH A COPY OF THE HUD-1 SETTLEMENT SHEET FOR THE SALE OF THIS PROPERTY.*
Did you refinance any mortgage secured by this property? *
*PLEASE NOTE YOU WILL NEED TO PROVIDE THIS OFFICE WITH A COPY OF THE HUD-1 SETTLEMENT SHEET FROM THE REFINANCING OF THE MORTGAGE.*
Did you pay any contractors or individuals more than $600 to perform services for or work on this property? *
Did you issue 1099-MISC forms to the contractors or individuals who you paid more than $600 in conjunction with this property? *
Would you like this firm to prepare the 1099-MISC forms for you? Please note we charge an addition and small fee for this service. *
*PLEASE NOTE YOU WILL NEED TO PROVIDE THIS OFFICE WITH THE NAME, ADDRESS, SSN/EIN AND AMOUNT PAID FOR EACH CONTRACTOR OR INDIVIDUAL TO WHOM YOU PAID MORE THAN $600.*
Income
 
Expenses

Property 3

Type of Property *
Did/Do you live in the property at the same time it was/is being rented? *
Do you have the ability to access to the tenant's space from inside your portion of the property? (A locked door between personal and rented space counts as ability to access) *
Is this property titled in the name of/owned by an entity? *
What type of entity is listed on title/owns this property? *
Are you (and/or your spouse) the sole owner of this property? *
Was this property sold during the tax year? *
*PLEASE NOTE YOU WILL NEED TO PROVIDE OUR OFFICE WITH A COPY OF THE HUD-1 SETTLEMENT SHEET FOR THE SALE OF THIS PROPERTY.*
Did you refinance any mortgage secured by this property? *
*PLEASE NOTE YOU WILL NEED TO PROVIDE THIS OFFICE WITH A COPY OF THE HUD-1 SETTLEMENT SHEET FROM THE REFINANCING OF THE MORTGAGE.*
Did you pay any contractors or individuals more than $600 to perform services for or work on this property? *
Did you issue 1099-MISC forms to the contractors or individuals who you paid more than $600 in conjunction with this property? *
Would you like this firm to prepare the 1099-MISC forms for you? Please note we charge an addition and small fee for this service. *
*PLEASE NOTE YOU WILL NEED TO PROVIDE THIS OFFICE WITH THE NAME, ADDRESS, SSN/EIN AND AMOUNT PAID FOR EACH CONTRACTOR OR INDIVIDUAL TO WHOM YOU PAID MORE THAN $600.*
Income
 
Expenses
 
*REMINDER*
 
IF YOU HAVE MORE THAN 3 RENTAL PROPERTIES, AFTER HAVING COMPLETED THE INFO ABOVE, FOR YOUR FIRST THREE PROPERTIES, CLICK THE "SUBMIT" BUTTON BELOW.  
 
THEN YOU WILL NEED TO START ANOTHER SEPARATE FORM FOR THE NEXT THREE PROPERTIES.  
 
TO DO THIS, GO TO OUR WEBSITE (WWW.FINESSETAX.COM)
CLICK THE "FORMS AND PUBLICATIONS" TAB.
SELECT THE "RENTAL PROPERTY ORGANIZER" UNDER THE FILL IN FORMS SECTION.