Clients Tax Handouts

2017 Tax News and Industry Updates - Volume 5 Issue 1 Released January 2017

2017 Tax News and Industry Updates - Volume 5 Issue 2 Released March 2017

2017 Tax News and Industry Updates - Volume 5 Issue 3 Released Jun 2017

2017 Tax News and Industry Updates - Volume 5 Issue 4 Released September 2017

Alternative Minimum Tax


Business Entity - Comparisson Chart

Business Entity - Pros & Cons

Business Expenses - Worksheet

Business Finance-Don't Intermingle Funds 

Business Management Tips

Business Use of Home

Business Owners-Taking Out $ from the Business

Buy-Sell Agreements

C Corp Tax Organizer

College Financial Aid Planning

Corporation Meeting Requirements

Clergy - Religious Workers

Cancellation of Debt-Insolvency

Capital Gains Losses 

Charitable Contributions Guide

Charitable Cash Donation Tracker

Charitable Non-Cash FMV Guide 

Consumer Credit


Day Care Providers: Income-Expenses 

Death of a Taxpayer

Dependent Support - Worksheet

Divorce Taxes

Early Retirement Distributions - SEPP 

Estimated Taxes

Education Tax Benefits

Employee or Independent Contractor (Spanish Version)

Employee or Independent Contractor

Estate Planning Wills Probate and Transfer of Assets

Estate Tax Form 706

Estimated Taxes

Expense Reimbursements for Employees

Farm Expenses - Worksheet 

Farm Income - Worksheet

Farm Inventory and Accounting Methods

Farm Vehicles Fuel

Families with Children

Families with Children-(Spanish Version)

Filing Status

Financial Planning Guide

Foreign Bank and Financial Accounts

Form 1099-MISC., Miscellaneous Income Reporting 

Fringe Benefits

Gambling Log

General Engagement Letter For Individual Tax Preparation. 

Gift Tax

Health Savings Accounts - HSAs

Health Care Organizer

Health Care Reform-Employer Insurance Requirements

Health Care Reform-Individual Insurance Requirements

Health Care Reform-Premium Assistance Credit

Health Care Reform-State Health Ins Exchanges

Health Care Reform-State Health Ins Exchanges

High-Income Taxpayers

Hobby vs Business

Household Employees

ID Theft  and Your Taxes

Individual TaxPayer Organizer

Individual TaxPayer Organizer-(Spanish Version) 

Individual Retirement Accounts - Traditional IRAs

Individual Retirement Accounts - Roth IRAs

Individual Retirement Accounts - Inherited IRAs

Individual Retirement Accounts - Kinds of IRAs and Prohibited Transactions

Individual TaxPayer - Rental Property 

Inventory-Cost of Goods Sold

Itemized Deductions - Casualty Theft Losses

Itemized Deductions - Education Expenses.

Itemized Deductions - Homeowners.

Itemized Deductions - Interest Paid.

Itemized Deductions - Job Expenses.

Itemized Deductions - Job Expenses.-(Spanish Version)

Itemized Deductions - Medical Expenses.

Itemized Deductions - Miscellaneous.

Itemized Deductions - Taxes Paid. 

Kiddie Tax

Limited Liability Companies LLCs

LLC Tax Organizer

Marketing Your Business

Mileage and Expense Log

Moving Expenses 

Moving Out - Worksheet

Multi-State Taxation

Newlyweds Tax Tips

New Tax Law Tax Year 2018

On-Demand Drivers

Partnership Organizer 


Pension Income Planning

Real Estate Professionals

Record Keeping for Tax Purposes

Referrals Appreciated

Rental Income and Expenses -  Worksheet 

Rental Income and Expenses

Retirement Income 2017

Repairs vs. Improvements

Reverse Mortgages

S-Corp Tax Organizer


Sale of a Principal Residence

Same-Sex Married Couples

Saving for College

Saving for Retirement

Self-Employment Tax

Short-Term Rentals

Small Business Healthcare Tax Credit

Social Security and Medicare

Sole Proprietorship Organizer

Starting a Business

Standard vs Itemized Deduction

Standard vs Itemized Deduction (Spanish Version)

Stock Options-Same Day Sales

Tax Facts Figures

Tax Scams-Protect Yourself

Taxable Social Security

Taxpayers Who Receive an IRS Notice

Tipped Employees

Vehicles - Business Use 

What You Should Do If You Can Not Pay Your Taxes

Withholding-Filing Out the Form W-4