Specifically, you must address the following rubric criteria:

1. Compare three tax positions using the table provided.
2. Summarize the features of each of the three tax positions.
3. Identify your chosen clients tax position.
4. Explain the characteristics of the client profile you selected to use in the Tax Organizer.
5. Complete the Tax Organizer for the chosen tax position.
   1. Use only the information provided in the client profile.
6. Explain tax planning opportunities based on the completed tax organizer.
   1. List several bulleted points to consider.

ACC 330 Client Tax Profiles A Descriptions

These profiles will be used in both Project Two Milestone Tax Organizer and Project One. For Project One, you will select a client profile and prepare the taxpayer(s) Form 1040 and any accompanying forms, schedules, or worksheets required.

Tax Client #1 Ji Bao

Descriptors	Data	Comments
Client ID	1111
Primary Taxpayers Legal Name	Ji Bao
Primary Taxpayers Preferred Pronoun	He
SSN	***-**-1111
Age	45
Occupation	Retail Manager
Citizen/U.S. Resident Status	U.S. Permanent Resident
Primary Residence	616 Langly Road #2C, Gatlinburg, TN 37738	Owned; mortgage
Secondary Residence
Business Owner
Property Ownership	616 Langly Road #2C, Gatlinburg, TN 37738
Languages	English
Marital Status	Single
Spouses Legal Name
Spouses Preferred Pronoun
Spouses Age
Spouses Occupation
Dependent(s) (# - Relationship) (Name/Age/SSN)	1 - Son	Christian Bao (Age 10) (***-**-1112)
Income Streams	W2
Ji Bao is a single father with one son, Christian, who has lived with him all year. Ji was unmarried at the end of the year. He has full custody of Christian. Ji works at the local hardware store as a retail manager. He also worked part time at the library for several months during the summer and as a server on the weekends. Client 1 Details Ji provides receipts for co-pays paid to his doctor totaling $10,550 for the year. Ji provides Form 1098 reporting $7,685 in mortgage interest and $2,320 in mortgage insurance premiums for his primary residence. Ji reports paying $1,985 in real estate taxes for the year on his primary residence. Je provides a statement from his local church for cash contributions of $3,000 for the year. Ji provides receipts for his sons school uniforms totaling $500 for the year. The general sales tax paid was $1,116.

Client 1 W2

Jis W2 from the local hardware store contained information in the following boxes:

Wages (box 1)	$49,715
Federal W/H (box 2)	$4,707
Social Security Wages (box 3)	$49,715
Social Security W/H (box 4)	$3,082
Medicare Wages (box 5)	$49,715
Medicare W/H (box 6)	$721

Jis W2 from the local library contained information in the following boxes:

Wages (box 1)	$16,222
Federal W/H (box 2)	$0
Social Security Wages (box 3)	$16,222
Social Security W/H (box 4)	$1,006
Medicare Wages (box 5)	$16,222
Medicare W/H (box 6)	$235

Jis W2 from the local restaurant contained information in the following boxes:

Wages (box 1)	$22,288
Federal W/H (box 2)	$1,560
Social Security Wages (box 3)	$12,555
Social Security W/H (box 4)	$1,382
Medicare Wages (box 5)	$16,222
Medicare W/H (box 6)	$323
Tips	$9,733