OSBS, INC.

dba Layson Advisory Group

Tony P. Layson, EA
101 Preston Court, Ste 101
Macon, GA 31210
2020 INCOME TAX ORGANIZER 478-743-0260
info@laysonag.com www.laysonag.com
Taxpayer’s Name Social Security Number
Bryan Hutchinson 254535487
Spouse’s Name Social Security Number
Leslie Hutchinson 253315819
Taxpayer’s Occupation Date of Birth (D.O.B.) Blind?
Human Resources Manager 07/27/1978
Spouse’s Occupation Date of Birth (D.O.B.) Blind?
Registered Nurse 02/27/1978
Address e-mail address
211 Crescent Drive bryhut@gmail.com
City State Zip Home Phone Work Phone
Forsyth GA 31029 4782582529 4782582736
DEPENDENT CHILDREN (who lived with you more than 6 months)
1) Name Social Security No. D.O.B. 2) Name Social Security No. D.O.B.
Sawyer Hutchinson 669 09/29/05 Emma Hutchinson 667440661 10/15/09
3) Name Social Security No. D.O.B. 4) Name Social Security No. D.O.B.

OTHER DEPENDENTS
1) Name Social Security Time at home Relationship Income Support by you Support by depen-
dent & others

2) Name Social Security Time at home Relationship Income Support by you Support by depen-
dent & others

□ Last Year’s Tax Return (if new client) □ Property Tax Statements
THINGS □ 1098 Form(s) - Mortgage Interest, Tuition, Student Loans,
□ W-2 Form(s) for Wages
TO BRING □ 1099 Form(s) for Interest, Dividends, Retirement, Vehicle/Boat Donations
(if applicable): Social Security, Unemployment, & Other Income □ Closing Papers for Purchases & Sales (including purchase
□ Amount of EIP (aka “stimulus”) Received and sale dates & amounts)
□ IRA Year-end Statements □ All Other Statements Showing Income
□ K-1s from Partnerships, Corporations or Estates □ Charitable Contribution Details
□ Statements for Assets Held Outside the USA □ Last Pay Stub of the Year
□ Cryptocurrency (e.g. Bitcoin) Sales/Earnings □ Voided Check for Direct Deposit
□ Business/Rental/Farm Income & Expenses □ Form(s) 1095 - Health Insurance
□ Records of Estimated Taxes Paid □ Copy of Driver’s License for Taxpayer & Spouse
□ HSA forms (1099-SA & 5498-SA) □ Copy of Social Security Card for New Family Members
□ Childcare Provider Information □ Pandemic Related Business Loans/Credits (bring details)
RENTAL/SELF-EMPLOYMENT/FARM INCOME OTHER INCOME (cont.)
(see reverse for expenses) Census Work……………......…… $______________
Landlords (rents received) $________.___ EIP (“stimulus”) Received………. $______________
82090
Self-employment (total received) $________.___ Gambling Winnings………..…..... $______________
Farm income (total received) $________.___ Unemployment (1099-G)..…..….. $______________
Alimony Received………….….…. $______________
PANDEMIC RELATED BUSINESS LOANS/CREDITS Prizes/Awards..……..……………. $______________
Amount of PPP Loan Forgiven $________.___ Scholarships & Fellowships…….. $______________
EIDL Loan Advance Payment $________.___ Debt Cancellation…..……………. $______________
Employee Retention Credits $________.___ Partnerships & S-Corporations.... $______________
SALE OF STOCK OR OTHER PROPERTY Estates & Trusts..……………....... $______________
Item: Cost: Sale: Social Security/RR Retirement..... $______________
_______________________ $________ $________ State Tax Refunds……………….. $______________
_______________________ $________ $________ Royalties (music/writing/other)..… $______________
_______________________ $________ $________ Sick Pay &/or Disability………...… $______________
Veteran’s Payments…….……...… $______________
OTHER INCOME $______________ Withdrawals from HSA/MSA……. $______________
78253.78
Wages (forms W2)……………..... $______________ Hobby Income…………………...… $______________
Interest (forms 1099-INT).………. $______________ Odd Jobs/Side Jobs……….…...… $______________
Dividends (forms 1099-DIV)….…. $______________ Research/Survey/Online………… $______________
Tips…………………..……………. $______________ Insurance Claims/Lawsuits…..….. $______________
Child Care…………...……………. $______________ Public Assistance………………… $______________
Retirement (forms 1099-R)……..... $______________ Barter………………………………. $______________
Roth Conversions……………....... $______________ Foreign Income…………………… $______________
Jury Duty………………………...... $______________ $______________
Cryptocurrency sales/earnings……………………….
Election Judging………………………...... $______________ All Other Income……………………… $______________
Bring statements if available. Double-check ‘online’ accounts that don’t send paper statements (e.g. brokerage, HSA, tuition, etc.).
 Potential Deductions and Credit Items
ADJUSTMENTS CONTRIBUTIONS
Payments to an IRA Traditional □ Roth □ Churches (receipted) ................................... ___________________
Taxpayer Amount $ Other Contributions of Money (receipted) .... ___________________
SEP □ SIMPLE □
Charitable Auto Mileage ............................... ___________________
Spouse Amount $ Volunteer Expenses (receipted) ................... ___________________
Property Donated (for which you have receipts)
Penalty for Early Withdrawal Fair market value (bring
Alimony Paid $: SS#: - - documentation if over $500)……...…. _______________
Self-Employed Health Insurance Auto, Boat Donations (Form 1098C) ........... ___________________
Qualified Charitable Distribution from IRA? __Y__N (bring details)
Student Loan Interest 3892.11
Payments to HSA/MSA: Taxpayer _______ Spouse ________ CASUALTY & THEFT LOSSES
Classroom Materials for Educators Cost of Property Lost ................................... ___________________
Fair Market Value of Property ...................... ___________________
MEDICAL EXPENSES Insurance Reimbursement Received ........... ___________________
Insurance & Medicare (not pretax) .............. _______________ Federally Declared Disaster Area? ____Y ____N (bring details)
Long Term Care Insurance ......................... _______________
250
Prescriptions ................................................ _______________
AUTOMOBILE EXPENSE
Eyeglasses, Hearing Aids & Batteries ......... _______________ 600 Total Miles 23634
___________________________
600
Doctors ........................................................ _______________ Business Miles 12933
___________________________
200
Dentists ........................................................ _______________ Commuting Miles ___________________________
Hospital / Ambulance ................................... _______________ Personal Miles 10701
___________________________
Auto Mileage ................................................ ______________ miles Jan. 1, 2020, Odometer Beginning:.... _______________
Other Medical Expenses, Travel .................. _______________ Dec. 31, 2020, Odometer Ending: ...... _______________
Reimbursement ........................................... _______________ Gas & Oil ...................................................... ___________________
Did you receive reimbursement at work? _______________ 2023
Interest ......................................................... ___________________
Tolls & Local Transportation ........................ ___________________
TAXES Lease Payments .......................................... ___________________
6651.10
Real Estate Taxes ....................................... ___________________ Parking ......................................................... ___________________
1116.
State taxes paid in ’20 for ’19 or earlier ......... _________________ Other: ________________________________________________________
Sales tax paid on vehicles, boats, planes ...... _________________
Sales tax paid (from receipts) ....................... _________________
BUSINESS EXPENSES
2020 State Tax Estimates Taxes ................................................................................ ___________________
date pd.____$______________ date pd.____$ _________________ Utilities 1680
................................................................................ ___________________
date pd.____$______________ date pd.____$ _________________ Insurance ................................................................................ ___________________
Repairs ................................................................................ ___________________
2020 Federal Tax Estimates 310
Supplies ................................................................................ ___________________
date pd.____$______________ date pd.____$ _________________ ....................................................................... 3000
___________________
Business Meals
date pd.____$______________ date pd.____$ _________________ Business Travel ....................................................................... ___________________
Vehicle License Tabs, Pers. Prop. Tax ........ ___________________ Advertising ............................................................................... ___________________
Professional Dues/Memberships............................. ___________________
INTEREST EXPENSE Legal/Professional Fees ............................................. ___________________
Wages (bring copies of W2s/941s if they have been filed) ___________________
Home Mortgage–Paid to Financial Institutions (Form 1098)
14499.75 Contract Labor.......................................................................... ___________________
First Mortgage/Refinance ......................... ___________________
Equipment (bring a list with details) ...................... ___________________
Loan Origination Fee/Discount Fee .... ___________________ SQ FT FOR BUSINESS USE 12x12 ___________________
Other:_____________________________
Second Mortgage ..................................... ___________________
Is your primary place of business in your home? If yes, bring all home
Home Equity............................................. ___________________ related expenses, total square footage and square footage of space that
Equity loan used only to buy/build/improve home? Y N
is exclusively and regularly used for business.
Mortgage Insurance ................................. ___________________
Second Home Interest Payments ................ ___________________
CHILD CARE EXPENSES
Home Mortgage–Pd. to Individuals .............. ___________________
(name, address, Social Security number) ___________________ Names, addresses, and ID#s of provider(s), amount paid.
Investment Interest: Margin Account .......... ___________________ ______________________________________________________________
Other Investment Interest......................... ___________________ ______________________________________________________________
Do you have a dependent care benefit plan at work?_________
OTHER MISCELLANEOUS EXPENSES
Gambling Losses ......................................... ___________________ ADOPTION EXPENSES
Impairment Related Work Expenses ........... ___________________ Amount Paid: ___________ Date Finalized: __________ (bring papers)

HIGHER EDUCATION EXPENSES ENERGY CREDITS / PLUG-IN VEHICLE

Post Secondary Tuition/Req. Fees Paid ....... ___________________ (BRING RECEIPTS AND DETAILS)
Date: ________________ Year in School .... ___________________ Solar Wind Geothermal Plug-in Vehicle

Please sign here_____________________________________________ date ___________