03/01

areas/finances/2025_taxes_checklist.md

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+---
+Date: 2026-03-01
+Author: JARVIS
+Tags: #taxes #checklists #2025 #accountant
+---
+
+# 2025 Tax Preparation Checklist
+
+This list tracks the documents needed for the 2025 tax filing with the professional accountant.
+
+## 📁 Document Location
+- `Nextcloud/ReynasShared/Taxes/Taxes2025/`
+
+## 📋 Status Overview
+- [ ] **Status**: In-Progress
+- [ ] **Accountant Status**: Not yet submitted
+
+## 📝 Document Checklist
+
+### Income
+- [x] **W-2 (Adolfo)**: Meta (`W-2_Form_2025_...`)
+- [x] **1099-B/DIV (Schwab)**: (`1099 Composite...- 2025_798.PDF`)
+- [x] **1099-INT/DIV (Bank Accounts)**: None for 2025 per Adolfo.
+
+### Real Estate
+- [x] **Primary Home (220 Emerald Ave)**: (`220Emerald-1098.pdf`)
+- [x] **Rental Home (329 Palm Breezes Dr)**: (`329PalmBTaxes.JPG`, `1098.JPG`)
+- [x] **Wells Fargo Business Account (A2EG LLC)**: 
+  - [x] Year-end statement (`123125 WellsFargo.pdf`)
+  - [x] Partial history (Aug–Dec 2025 in `A2EG Bank/` folder)
+
+### Deductions & Credits
+- [x] **EMI Donations**:
+  - `2025 EMI Tax statement_ AdolforA.pdf`
+  - `2025 EMI Tax statement_ AldolfoR.pdf`
+  - `2025 EMI Tax statement_ Reyna.pdf`
+- [x] **Tax Letter**: `2025 Tax Letter_Adolfo Reyna.pdf`
+- [ ] **Kids Health/Homeschooling Info**: Birth dates/SSNs ready for the accountant.
+
+### Other
+- [x] **1099-G**: (`1099-G.JPG`) - Typically for state refunds or unemployment.
+
+## 💡 Notes for Accountant
+- First time using a professional accountant.
+- Rental property managed via A2EG LLC.
+- Need to discuss deductibility of Kenya missionary trip planning expenses.
+
+---
+[[Finances]] | [[Index]]

areas/finances/index.md

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+---
+Date: 2026-03-01
+Author: JARVIS
+Tags: #finances #taxes #real-estate #investments
+---
+
+# Finances Index
+
+Overview of the Reyna family financial structure, property management, and investment portfolio.
+
+## 🏠 Real Estate
+- **329 Palm Breezes Dr**: 
+  - Status: Fully paid off.
+  - Usage: Rental property (rented to friends from church).
+  - Rent: $2,000/month.
+  - Management: Handled via **A2EG LLC** (Adolfo, Alicia, Elias, Grace).
+- **220 Emerald Ave**:
+  - Status: Primary residence (purchased in 2025).
+  - Mortgage: ~$5,000/month.
+
+## 💼 Income & Employment
+- **Adolfo (A Reyna)**: Primary earner (W2 income from Meta).
+- **Alicia Reyna**: Family manager and homeschooling lead.
+- **Entities**: A2EG LLC.
+
+## 📈 Investments & Banking
+- **Schwab**: Investment account for vested work stocks (Meta).
+- **Fidelity**: 
+  - 401(k) Retirement account.
+  - HSA (Health Savings Account).
+- **Tracking**: Using **Rocket Money** for financial monitoring.
+
+## 📅 2025 Taxes
+- **Status**: Planning phase.
+- **Accountant**: First year using a professional accountant for filing.
+- **Related Files**: [[Nextcloud:/ReynasShared/Taxes/Taxes2025/]]
+- **Checklist**: [[2025_taxes_checklist]]
+
+---
+[[Areas]] | [[Index]]