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01. Our clients Grover Mckinley, DOB: 9/4/1970, SS# 998-14-2018 and Lucretia Mckinley, DOB: 5/2/1965, SS# 997-47-0062 have been married for 25 years. 02. They live

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01. Our clients Grover Mckinley, DOB: 9/4/1970, SS# 998-14-2018 and Lucretia Mckinley, DOB: 5/2/1965, SS# 997-47-0062 have been married for 25 years. 02. They live at 1245 Flagler Avenue Coral Gables, FL 33143. 03. Grover is an accountant and Lucretia is a an IT consultant. Daniel, their child was born 7/20/1997. Daniel has received a 1098-T for attending the first semes 04. at Coral Gables Community College SS#, 991-38-0032. Daniel is a fulltime student and lived at home and Daniel's parents paid for more than half of Daniel's living expenses. Avery, their new baby was born 9/2/2017. Her SS number is, 986-84-0071. Andrew Nemi born 05. 7/17/2009, SS# 987-84-0026 is a first cousin of Lucretia and lived with her since February of 2015 Lucretia provided 80% of Andrew's support. Andrew's total income for the year was $3,000.00. Grover received a W2 from Ernst & Young and a W2 from Pricewaterhouse Coopers, and did n 06. participate in an employer provided retirement plan during the year. Lucretia inherited $ 90,000 from her grandfather in September 2017. 07. Lucretia received a K1 from MNH Corp. in which she did not materially participate although all her money was at risk. Lucretia paid estimated federal taxes of $4,491.00. 08. They received a 1099-INT from Wells Fargo Bank and $1,870 from Coral Gables Municipal General Revenue Bonds. As per a 1098-I, Grover and Lucretia paid Wells Fargo Bank $7,400.00 in interest for the home 09. mortgage. They also paid $4,175.00 in real estate taxes,$2,791.00 for homeowners insurance on t home and $279.10 to have the it painted. Other interest and taxes paid by Grover and Lucretia include: $1,420.00 interest on the loan for t 10. Dodge, the personal automobile which is shared with Daniel, $521.00 interest on credit cards and general sales tax of $2,550.00 for which they have receipts. Note: the general sales tax rate is 7.0

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