Financial Analysis - The Taxley Academy

Filing Status*

Single

Married Filing Jointly

Married Filing Separately

Widowed

Head of Household

Living Status*

Renter

Home Owner

Share rent or live with others

County of Residence*

Home Purchase Date*

Home Purchase Price*

Current Market Value of Home*

Check all that applies*

I have a mortgage on my home

I have a 2nd mortgage on my home

I don't have a mortgage on my home

Mortgage Payment*

Mortgage Loan Balance*

2nd Mortgage Payment*

2nd Mortgage Loan Balance*

Lease Date*

Rent Payment*

Renter's Insurance

Provide the monthly costs of the following

Electric, Oil/Gas, Water/Trash*

Phone, Cell, Cable + Internet*

Property Taxes + Insurance (if not included above)*

Maintenance + Repairs*

Tax + Financial Analysis Survey