JOHN B. KENNEDY         TAX CONSULTANT          CORPORATE FINANCE 

(816) 942-6190​​​
312 E. Woodbridge Lane
Kansas City, Mo.  64145

​EMAIL:  jbkennedy@sbcglobal.net       WEBSITE:    jbkennedytaxconsultant.com
​​

About Us

_
JOHN B. KENNEDY, TAX CONSULTANT.

312 EAST WOODBRIDGE LANE, KANSAS CITY, MO.  64145

816-942-6190

JBKENNEDY@SBCGLOBAL.NET
JBKENNEDYTAXCONSULTANT.COM


2017 TAX PLANNER



This tax planner is for use however you wish.
If you decide not to fill out the tax planner, documents supporting your tax information will be needed.
(1099s, W2s, and other income and deduction documents).  However, please answer the questions at the   on 
page 5  of this planner and include with your tax information.

Please contact me by phone or e mail whenever your information is complete.  

Thank you, 

John B. Kennedy, Tax Consultant


****************************************************************************************

INFORMATION ABOUT YOU AND YOUR DEPENDENTS

NAME______________________________     SPOUSE_____________________________

DATE OF BIRTH_______________________ DATE OF BIRTH_______________________

SOCIAL SEC #________________________   SOCIAL SEC #________________________

ADDRESS____________________________   CITY, ST, ZIP_________________________

E MAIL ADDRESS___________________________________________________________________________


QUESTIONS ABOUT YOUR 2018 TAXES OR FUTURE TAXES


Please list any questions that you may have about your 2018 or any future tax situation.

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________


PAGE 2 

DEPENDENTS:

NAME                                     DATE OF BIRTH            SOCIAL SEC #
__________________________ _________________ __________________________

__________________________ _________________ __________________________

__________________________ _________________ __________________________

__________________________ _________________ __________________________


W2 INCOME

Employer            Wages           Federal       Social    Medicare     Kansas    Missouri    Kansas City                             
                                                   Tax W/H     Sec W/H     W/H          W/H           W/H              W/H
________________ ____________ __________ ___________ ___________ ________   _________    ____________

________________ ____________ __________ ___________ ___________ ________   _________    ____________

________________ ____________ __________ ___________ ___________ ________   _________    ____________

________________ ____________ __________ ___________ ___________ ________   _________    ____________

________________ ____________ __________ ___________ ___________ ________   _________    ____________


INTEREST INCOME  DIVIDEND INCOME
 
Payer                                  Amount               Payer                            Amount
______________________ ________________ _______________________ ______________

______________________ ________________ _______________________ ______________

______________________ ________________ _______________________ ______________

______________________ ________________ _______________________ ______________

______________________ ________________ _______________________ ______________

______________________ ________________ _______________________ ______________


PAGE 3

STATE TAX REFUNDS RECEIVED                                     ESTIMATED TAXES PAID 
OR BALANCES PAID IN 2017                                                          IN 2017
-
                                                                                                          Federal   State
   State  Refund   Balance                                    Installment 1  ________ ________
              Received  Paid
                                                                                Installment 2 ________ ________
________ ________ ________
                                                                                Installment 3  ________ ________
________ ________ ________                                                                               
                                                                                Installment 4 ________ ________

OTHER INCOME

Alimony ____________ Jury Duty ____________ Prizes ____________

Unemploy __________ Awards ______________ Social Sec ________

Gambling __________ Other ____________


CAPITAL GAINS AND LOSSES  (STOCKS, BONDS, CAPITAL ASSETS)


Asset                  Date Sold        Date                    Purchase           Sales 
                                                     Purchased          Price                  Price
______________ ______________ _______________ _______________ _______________

______________ ______________ _______________ _______________ _______________

______________ ______________ _______________ _______________ _______________

______________ ______________ _______________ _______________ _______________

______________ ______________ _______________ _______________ _______________


EMPLOYEE BUSINESS EXPENSES

Mileage ____________ Meals ____________ Lodging _____________

Phone _____________ Supplies __________ Publications _________

Travel ______________ Entertain. ________ Other ________


PAGE 4


PROFIT/LOSS FROM BUSINESS OR PROFESSION


Business Name __________________   Main Activity________________   Fed ID #____________

GROSS RECEIPTS: ______________________

EXPENSES:

Advertising _________________ Taxes  _______________

Bank S/C ___________________ Travel ________________

Commissions ______________ Meals ________________

Dues Subscriptions ________ Entertainment ________

Freight ____________________ Telephone ______________

Mileage ___________________ Utilities _________________

Insurance _________________ Wages  _________________

Interest ___________________ Outside Services __________

Professional Fees  ________ Supplies __________________

Rent  _____________________ Postage ___________________

Repairs  __________________ Other _____________________


PERSONAL DEDUCTIONS

Health Care  ______________ Cash Contributions ___________

IRA Contributions  ________ Non Cash Contrib ____________

Tuition ___________________ Child Care  ____________________

Mortg Interest  ___________ Alimony _____________________

Real Est Taxes  ________      Health Ins  ___________________

Personal Prop Taxes  ___________ Other  _________________


PAGE 5

IMPORTANT QUESTIONS:

Have you been notified by IRS of any changes to any prior year tax return?                          YES      NO

Do you expect any major changes to your tax liability in 2018?                                                YES      NO
 
Did you buy or sell any real estate in 2017?                                                                                  YES      NO

Did you withdraw any IRA or 401K funds in 2017?                                                                      YES       NO

Did you receive any distribution of retirement funds in 2017?                                                 YES       NO

Did you pay a significant amount of medical expenses in 2017?                                             YES       NO

Did you pay any child/dependent care expenses in 2017?                                                       YES       NO

Did you pay any college tuition in 2017?                                                                                      YES       NO

Did you change your primary residence in 2017?                                                                       YES      NO

Did you pay any estimated taxes in 2017?                                                                                   YES       NO

Did you own any interests in S Corporations or Partnerships in 2017?                                  YES      NO

Did you buy or sell any capital assets on 2017?                                                                           YES     NO

Did the dependency status of any children change in 2017?                                                    YES     NO

Did your marital status change in 2017?                                                                                       YES    NO

Did you purchase health insurance through the ACA in 2017?                                                 YES    NO

About Us

About Us
JOHN B. KENNEDY, TAX CONSULTANT
312 EAST WOODBRIDGE LANE, KANSAS CITY, MO.  64145
816-942-6190
JBKENNEDY@SBCGLOBAL.NET
JBKENNEDYTAXCONSULTANT.COM
2016 TAX PLANNER
This tax planner is for use however you wish.
If you decide not to fill out the tax planner, documents supporting your tax information will be needed.
(1099s, W2s, and other income and deduction documents).  However, please answer the questions at the   on 
page 5  of this planner and include with your tax information.
Please contact me by phone or e mail whenever your information is complete.  
Thank you, 
John B. Kennedy, Tax Consultant
****************************************************************************************
INFORMATION ABOUT YOU AND YOUR DEPENDENTS
NAME______________________________ SPOUSE_____________________________
DATE OF BIRTH_______________________ DATE OF BIRTH_______________________
SOCIAL SEC #________________________ SOCIAL SEC #________________________
ADDRESS____________________________ CITY, ST, ZIP_________________________
E MAIL ADDRESS___________________________________________________________________________
QUESTIONS ABOUT YOUR 2017 TAXES OR FUTURE TAXES
Please list any questions that you may have about your 2017 or any future tax situation.
______________________________________________________________________________
______________________________________________________________________________
PAGE 2 
DEPENDENTS:
NAME DATE OF BIRTH SOCIAL SEC #
__________________________ _________________ __________________________
__________________________ _________________ __________________________
__________________________ _________________ __________________________
__________________________ _________________ __________________________
W2 INCOME
Employer Wages Federal Social  Medicare  Kansas  Missouri Kansas City
Tax W/H Sec W/H W/H W/H W/H W/H
________________ ________ ________ ________ ________ ________ ________ ________
________________ ________ ________ ________ ________ ________ ________ ________
________________ ________ ________ ________ ________ ________ ________ ________
________________ ________ ________ ________ ________ ________ ________ ________
________________ ________ ________ ________ ________ ________ ________ ________
INTEREST INCOME  DIVIDEND INCOME 
Payer Amount Payer Amount
________________ ________ ________________ ________
________________ ________ ________________ ________
________________ ________ ________________ ________
________________ ________ ________________ ________
________________ ________ ________________ ________
PAGE 3
STATE TAX REFUNDS RECEIVED ESTIMATED TAXES PAID 
OR BALANCES PAID IN 2016 IN 2016
  Federal   State
   State  Refund   Balance  Installment 1  ________ ________
 Received  Paid
Installment 2 ________ ________
________ ________ ________
Installment 3  ________ ________
Installment 4 ________ ________
OTHER INCOME
Alimony ________ Jury Duty ________ Prizes ________
Unemploy ________ Awards ________ Social Sec ________
Gambling ________ Other ________
CAPITAL GAINS AND LOSSES  (STOCKS, BONDS, CAPITAL ASSETS)
Asset Date Sold      Date   Purchase     Sales 
Purchased   Price    Price
______________ ______________ _______________ _______________ _______________
______________ ______________ _______________ _______________ _______________
______________ ______________ _______________ _______________ _______________
______________ ______________ _______________ _______________ _______________
______________ ______________ _______________ _______________ _______________
EMPLOYEE BUSINESS EXPENSES
Mileage ________ Meals ________ Lodging ________
Phone ________ Supplies ________ Publications _______  _______
Travel ________ Entertain. ________ Other ________
PAGE 4
PROFIT/LOSS FROM BUSINESS OR PROFESSION
Business Name _____________   Main Activity______________   Fed ID #____________
GROSS RECEIPTS: ________
EXPENSES:
Advertising ________ Taxes  ________
Bank S/C ________ Travel ________
Commissions ________ Meals ________
Dues Subscriptions ________ Entertainment ________
Freight ________ Telephone ________
Mileage ________ Utilities ________
Insurance ________ Wages  ________
Interest ________ Outside Services ________
Professional Fees  ________ Supplies ________
Rent  ________ Postage ________
Repairs  ________ Other ________
PERSONAL DEDUCTIONS
Health Care  ________ Cash Contributions ________
IRA Contributions  ________ Non Cash Contrib ________
Tuition ________ Child Care  ________
Mortgage Interest  ________ Alimony ________
Real Estate Taxes  ________ Health Ins  ________
Personal Property Taxes  ________ Other  ________
PAGE 5
IMPORTANT QUESTIONS:
Have you been notified by IRS of any changes to any prior year tax return? YES NO
Do you expect any major changes to your tax liability in 2017? YES NO
Did you buy or sell any real estate in 2016? YES NO
Did you withdraw any IRA or 401K funds in 2016? YES NO
Did you receive any distribution of retirement funds in 2016? YES NO
Did you pay a significant amount of medical expenses in 2016? YES NO
Did you pay any child/dependent care expenses in 2016? YES NO
Did you pay any college tuition in 2016? YES NO
Did you change your primary residence in 2016? YES NO
Did you pay any estimated taxes in 2016? YES NO
Did you own any interests in S Corporations or Partnerships in 2016? YES NO
Did you buy or sell any capital assets on 2016? YES NO
Did the dependency status of any children change in 2016? YES NO
Did your marital status change in 2016? YES NO
Did you purchase health insurance through the ACA in 2016? YES NO

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About Us