To:

Alice Shen

From:

Leslie Lu & Jane Su

Re:

Tax Year 2010

Leslie I-Wen Lu

S.S. #556-65-6380

Jane Su

--S.S. #549-85-5531

Allison Lu

--S.S. #534-31-5064 (daughter)

Alexander Lu

--S.S. #534-37-4896 (son)

Emma Lu

--S.S. #617-19-6452 (daughter)

Primary Address

-- 4546 143rd Ave SE, Bellevue Wa 98006

Home phone

-- 425-747-4996

Cell phone

-- 425-443-8209

Primary
Income:
1.
2.

Leslie & Jane W2

Minor & James Medical Center
Hopelink

Bank Interest:

Capital One Bank USA -- $341.21

Health Saving Account ?

Mortgage Interest:

Wells Fargo Bank --$19,825.99

Provident Funding --$3,337.37

Wells Fargo Bank --$3,903.25

Total--$27,066.61
Property Tax --$4,179.79
Homeowners Insurance -- $888.41
Purchased new car sales tax -- $2,268.48
Donation:

Hopelink --$300

ECC--$50 + $700 = $750

Total: $1,050
Charles Schwab double check capital loss from previous year for carry over
Tax Refund for 2009 -- $10,844

Rental Property
Address: 3485 NE Madison Way, Issaquah Wa 98029
Mortgage Interest:

Lisa Lu S.S. #563-67-6610 for $10,934.37

Rental Income: $31,756.78

Property Tax: $6,028.56
Management Fee: $3,136.76

Rental Expenses:
Allstate -Repair & Maintenance-Sewage -Issaquah Highlands Association:
Kens Landscaping, Inc.
Miscellaneous --

$10,482.43
$357.35
$1,835.59
$216
$908.04
$4,800
$2,365.45

Rental Property
Address:

2028 East Lake Sammamish Parkway NE, Sammamish Wa 98074

Rental Income:

$23,400

Mortgage Interest:
Wells Fargo Bank -- $8,466.47
Property Tax -- $5,976.15
Property Management -- $1,872
Lease Commission -- $975

Rental Expenses:
Repair & Maintenance :
Sewage:
Orkin:
Allstate:
Kens Landscaping:
Miscellaneous:

$10,080.71
$699.39
$84
$598.23
$471
$7,000
$1,228.09