Finesse Tax Accounting, LLC

10134 Colvin Run Road Suite G
Great Falls, VA 22066
 
(703) 812-4750
info@finessetax.com
finessetax.com
 
PLEASE NOTE THAT DUE TO CHANGES IN THE TAX LAW THAT TOOK EFFECT JANUARY 1, 2018, EXPENSES INCURRED BY AN EMPLOYEE, IN CONNECTION WITH THEIR EMPLOYMENT ARE NO LONGER TAX DEDUCTIBLE.  PLEASE DO NOT FILL OUT THIS FORM UNLESS YOU ARE AN ACTIVE DUTY MEMBER OF THE MILITARY OR A MEMBER OF THE MILITARY ON RESERVE.
 
ALL OTHER EMPLOYEES ARE NOT PERMITTED TO DEDUCT EXPENSES FOR TAX YEAR'S BEGINNING WITH 2018 FORWARD, UNLESS YOU ARE A MEMBER OF THE MILITARY ON ACTIVE DUTY OR ON RESERVE.
 
IF YOU ARE COMPLETING THIS ORGANIZER IN CONNECTION WITH TAX YEAR 2017 OR ANY YEAR PRIOR TO 2017, THEN YOU CAN AND SHOULD PROCEED BUT IF THIS IS FOR 2018, AGAIN PLEASE DO NOT COMPLETE THIS ORGANIZER IF YOU ARE NOT A MEMBER OF THE MILITARY.
 
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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

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?