Finesse Tax Accounting, LLC

 
1600 Wilson Blvd Suite 720
Arlington, VA 22209
 
(703) 812-4750
info@finessetax.com
finessetax.com
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Leaving this page prior to submitting the form will not save your answers.  
 
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In order to send this info to our office you must click the "Submit" button at the bottom of this form.

Unreimbursed Employee Expenses Organizer

In certain cases, as a "W-2 Employee" you may incur unreimbursed expenses associated with your job.  You may be entitled to deduct these work related expenses to help reduce your tax liability provided these expenses are considered ordinary and necessary in relation to your employment.  
 
Below is a handy organizer with the latest, commonly deducted expenses.  Fill in the amounts for each of the applicable expenses and you can submit them directly to our office for inputting into your tax returns.
 
Please note that the IRS places a income floor on unreimbursed expenses, meaning you will lose a certain amount of your expenses listed below, equal to 2% of your Adjusted Gross Income.

Biographical/Contact Info

Operating and Administrative Expenses

Communication Expenses

Direct Sales Expenses

Professional Expenses

Equipment (Cost over $500)

Business Related Travel

Home Office

Is your home office used regularly and exclusively used for your job? *
Does your employer require you to keep a home office for your job? *
OUR OFFICE STRONGLY RECOMMENDS YOU ACQUIRE A LETTER FROM YOUR EMPLOYER, ON COMPANY LETTERHEAD, WHICH CONFIRMS THEIR REQUIREMENT THAT YOU KEEP AND MAINTAIN A HOME OFFICE AS A CONDITION OF YOUR EMPLOYMENT.
If your home office is not regularly/exclusively used for business AND your employer does not require you to keep a home office then you can not deduct home office expenses.  Please note BOTH conditions should be met in order to deduct home office expenses legally.

Job Related Use of Vehicle

If you are directly reimbursed for usage of your vehicle, either mileage or expenses, then you can not deduct mileage or vehicle related expenses.
Did you buy or lease your vehicle?
Do you finance your vehicle?