**Resources**

The resource center is intended to make it as easy as possible for our clients to find the information that they need. Should you need any assistance, please don’t hesitate to ask. Click on the links below to view our easy-to-understand fact sheets, newsletters, & worksheets. Use the search bar at the top of the page for help finding specific topics.

OTHER RESOURCES

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FAQTs – Frequently Asked Questions About Taxes

1099-MISC Filing Requirements

401(k) Withdrawals

ABLE Accounts

Affordable Care Act Fact Sheet

Alternative Minimum Tax

Business entity choice

Cancellation of Debt

Checklist for hiring your minor child

Crowdfunding Tax Implications

Dependent care options

Do You Owe the IRS?

Driving for Uber & Lyft

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Extensions

Fantasy Sports

Giving your RMD to Charity

Health Insurance Marketplace Fact Sheet

Health Reimbursement Arrangements

Home office basics

Household Employer Checklist

HSA basics

Identity Theft

Independent contractor vs. employee

Inherited IRA Choices

Paying Your Taxes Online – IRS Direct Pay

Planning for the .9% Earned Income Surtax

Planning for the 3.8% Investment Surtax

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Qualified Business Income (QBI) Deduction

Record Retention

Required Minimum Distributions

Roth Conversions

Roth IRAs for Children

Same-sex marriages

Saving for college options

Smartphone apps for tax recordkeeping

Tax benefits of having kids

Tax Consequences of Getting Married

Tax implications of divorce

Tax reform

Tax Scams FAQ

Year-round Tax Saving Tips

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Getting Ready for the Upcoming Tax Season

CLIENT INFORMATION COLLECTION CHECKLIST & QUESTIONNAIRE

WHAT TO BRING CHECKLIST

2019 Income Tax Organizer Worksheet

2019 Tax Essentials Newsletter

2019 Year End Tax Newsletter

Clean Sweep Letter

Estate and Trust Tax Organizer

Foreign Asset Worksheet

Tax Time Basics Organizer

Year-end 1040 checklist

** New W-4 Form – Say What??

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New! Tax Cuts & Jobs Act (the new tax bill)

Tax Cuts and Jobs Act Newsletter

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Quarterly Newsletter

Latest Edition Newsletter

1040 News – Quarterly Tax News & Tips

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Quarterly Newsletter – Back Issues

Newsletter Archives

1040 News – Q4 2018

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Taking Advantage of Your Tax Deductions

Tax Deduction Finder

Contribution Finder

Household Inventory for Casualty Losses

Medical Expense Checklist

Medical expense deductions

Noncash Contributions

Tax Deduction Finder – For States Not Conforming to Federal Changes

Tax Deduction Finder – For States Without Income Tax

Vehicle Donations

Volunteer Expense Trifold

Volunteer opportunities for families

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Tax Information About the Affordable Care Act

Health Insurance Checklist (For years 2018 and before)

How the Affordable Care Act Affects You

Obamacare and You

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Tax Information for Business Owners

Accountable Plan Worksheet

Auto Expense Checkbook Keeper

Auto Record Mileage Trifold

Business Expense Checkbook Keeper

Business I&E Worksheet

Business losses

Business Mileage Worksheet

Business recordkeeping basics

Business Travel

Cost of Goods Sold

Individual Payroll (Horizontal)

New Business Guide (sole proprietor)

New Corporation Guide

New LLC Guide

Partnership year-end checklist

Product Inventory Worksheet for Tax Recordkeeping

Recordkeeping for business mileage

Schedule C Year-end Checklist

Small corporation year-end checklist

Year End Business Letter

Year End Corporation Letter

Year-end Business Compiler

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Tax Information Specific to Your Profession

Attorney

Clergy

Construction

Consultant

Cosmetologist

Educator

Food Establishments

House Cleaning/Janitorial

Landscaper/Gardener

Law Enforcement/Security

Massage/Body Work

Mechanics/Auto Body

Medical Professional

Multi-level Sales

Online Sales

Performing Artist

Real Estate Agent

Retail Sales

Sales Representative

Taxi Driver

Trucker

Visual Artist

Web Designer

Writers/Authors

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Tax Information for Daycare Professionals

Day Care Worksheet

Household Inventory

 

Tax Information for Farmers

2-Page Farm Worksheet

4-Page Farm Worksheet

Farm Payroll

 

Tax Information for Gamblers

Gambling Checkbook Keeper

Recordkeeping for Casual Gamblers

Sessions Approach to Gambling Log

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Tax Information for Landlords

Rental Organizer

Investment In Real Property

Rental property tax guide

Rental Worksheet

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Tax Information in Spanish Language

Spanish Business I & E Worksheet

Spanish Income Tax Organizer Worksheet

Spanish Rental Worksheet

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