Name
Email
Housing
Monthly
Annually
Real Estate Taxes-Residential
Real Estate-Investment Real Estate
Mortgage
Utilities
Telephone
Homeowner’s Insurance Premium-Residential
Insurance Premium-Investment Real Estate
Other Household (Newspaper, Magazines, Water, Sewer)
HOUSING TOTAL
FOOD, CLOTHING, TRANSPORTATION
Food/Groceries
Clothing/Laundry/Dry Cleaning
Auto Maintenance (Gas, Oil, Filters, etc.)
Auto Insurance Premiums
Auto License
Other Transportation (Public, Parking)
Food, Clothing, Transportation Total
OTHER COMMITTED EXPENSES
Adult/Other Education
Personal Care (Haircut, Perms, etc.)
Medical/Dental/Eye Care
Prescription Drugs
Dependent Care (Child, Grandchild)
Business Meal/Travel
Alimony Payments
Other Deductible Expenses
Long Term Care Premiums
Medical Insurance Premiums
Umbrella Policy Premiums
Medical Premium
Other Committed Expenses Total
DISCRETIONARY EXPENSES
Entertainment/Dining
Recreation/Travel
Cash Religious/Charitable Contributions
Gifts, Christmas, Birthdays
Hobbies
Home Improvements
Miscellaneous Purchases
Other Deductible Expenses/Tax Preparation
Club Memberships, Dues
TOTAL EXPENSES
Client
Second Person Client (Filing Separately)
Federal Income Tax Paid
State Income Tax Paid
CURRENT VALUE
OWNER
Checking
Savings
CD/Money Mkts
TOTAL CASH RESERVES
You can start your examination by filling out and submitting the Data Gathering form below. The Expense Sheet is optional.
