Janel C. Borne, CPA

J. Borne, CPA, LLC
(941) 795-8776 (Office) • (941) 592-5498 (Cell)

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Forms and Client Information

Here you will find forms Janel commonly uses to gather the information she needs to accurately prepare your taxes and assist with your accounting needs.

Client Information

Janel needs some basic information about you in order to begin her work. Please download and fill out this Client Information Sheet.

Summary of Tax Documents

Below you will find a general summary of common tax documents that may apply to your tax situation.

For a more detailed guide to help you organize your taxes, you may either download our PDF form, or view required information on our Tax Organizer page.

You might also require our Self-Employment Worksheet or our Rental Worksheet.

Basic information

  • Dependent(s) name, social security number, and date of birth
  • Wage statement(s) Form W-2
  • Pension retirement income statement(s) Form 1099-R
  • Interest income Form 1099-INT
  • Dividend income Form 1099-DIV
  • Social security income Form 1099-SSA
  • Unemployment income Form 1099-G
  • State income tax refund
  • Alimony paid or received
  • Lottery or gambling winnings/losses Form W-2G
  • Closing statements from purchase or sale of property
  • Documents from purchase of vehicle
  • Other income (jury duty or other misc)
  • K-1 Forms from Partnership, Trust, Estates, S-Corps
  • Child care expenses for each child, school name, and identification number
  • Sale and purchase of stocks and bonds Form 1099-B

Itemized Deductions

If you itemize deductions please provide the following additional information:

  • Unreimbursed medical and dental expenses
  • Paid real estate and personal property taxes
  • Cash and non-cash charitable contributions
  • Interest paid on mortgage or home equity loan
  • Unreimbursed employment related expenses
  • Job related educational expenses
  • Tax preparation fees
  • Miscellaneous deductions

Estimated Tax Payments

Record of IRS 1040 estimated tax payments or provide cancelled checks:

  • Refunds applied from previous year
  • 1st payment due 4/15
  • 2nd payment due 6/15
  • 3rd payment due 9/15
  • 4th payment due 1/15

Rental property income and expenses

  • Rents received
  • Expenses

Self-employment income and expenses

  • Income
  • Expenses

Health Insurance Marketplace Coverage Options

You can find information pertaining to Obama Care and your eligibility for a tax credit by reviewing the official Employer Health Care Notice.

Quick Contact

Phone: (941) 795-8776

Cell: (941) 592-5498

Mail: PO Box 14512
Bradenton, FL 34280