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.


Return to Top

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

Return to Top


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

Return to Top

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

 Return to Top

Getting Ready for the Upcoming Tax Season



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??

Return to Top

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

Tax Cuts and Jobs Act Newsletter

Return to Top

Quarterly Newsletter

Latest Edition Newsletter

1040 News – Quarterly Tax News & Tips

Return to Top

Quarterly Newsletter – Back Issues

Newsletter Archives

1040 News – Q4 2018

Return to Top

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

Return to Top

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

 Return to Top

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

Return to Top

Tax Information Specific to Your Profession







Food Establishments

House Cleaning/Janitorial


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


Visual Artist

Web Designer


Return to Top

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

Return to Top

Tax Information for Landlords

Rental Organizer

Investment In Real Property

Rental property tax guide

Rental Worksheet

Return to Top


Tax Information in Spanish Language

Spanish Business I & E Worksheet

Spanish Income Tax Organizer Worksheet

Spanish Rental Worksheet

Return to Top