We have a variety of handouts that serve as a quick reference for various tax topics that may impact you or your business. These handouts are available as a free resource for all of our clients, so please take a look through this list to see if any apply to you. If you see something that interests you, just let us know!
Individuals:
- Alternative Minimum Tax
- Audits
- Cancellation of Debt – Insolvency
- Capital Gains and Losses
- Charitable Cash Donation Tracker
- Charitable Contributions Guide
- College Financial Aid Planning
- Consumer Credit
- Death of a Taxpayer
- Dependent Support Worksheet
- Divorce and Taxes
- Early Retirement Distributions
- Education Tax Benefits
- Estate Planning Wills Probate Transfer of Assets
- Estate Tax Form 706
- Estimated Taxes
- Families With Children
- Filing Status
- Financial Planning Guide
- Foreign Bank and Financial Accounts
- Gambling Log
- Gift Tax
- Health Care Reform Cost Sharing Subsidy for Individuals with High-Deductible Plans
- Health Care Reform Individual Insurance Requirement
- Health Care Reform Premium Assistance Credit
- Health Care Reform State Health Insurance Exchanges
- Health Savings Accounts
- High-Income Taxpayers
- Hobby vs. Business
- Household Employees
- Identity Theft and Your Taxes
- Individual Retirement Accounts Kinds of IRAs and Prohibited Transactions
- Individual Retirement Accounts Roth IRAs
- Individual Retirement Accounts Traditional IRAs
- Individual Taxpayer Organizer
- Itemized Deductions Casualty and Theft Losses
- Itemized Deductions Education Expenses
- Itemized Deductions Homeowners
- Itemized Deductions Interest Paid
- Itemized Deductions Job Expenses
- Itemized Deductions Medical Expenses
- Itemized Deductions Taxes Paid
- Kiddie Tax
- Mileage and Expense Log
- Miscellaneous Itemized Deductions
- Moving Expenses
- Moving Out Worksheet
- Multi-State Taxation
- Newlyweds Tax Tips
- Non-cash Charitable Donation Tracker
- Pension Income Planning
- Record-keeping for Tax Purposes
- Repairs vs Improvements
- Retirement Income
- Same-Sex Married Couples
- Saving for College
- Saving for Retirement
- Social Security and Medicare
- Standard vs Itemized Deduction
- Stock Options – Same Day Sales
- Tax Facts and Figures
- Taxable Social Security Benefits
- Taxpayers Who Receive an IRS Notice
- Vehicles – Business Use
- What Should You Do if You Cannot Pay Your Taxes
- Withholding – Filling Out Form W-4
Businesses:
- Business Entity Comparison Chart
- Business Entity Pros and Cons
- Business Expenses Worksheet
- Business Financing – Don’t Intermingle Funds
- Business Owners – Taking Money Out of a Business
- Business Use of Home
- C Corporation Tax Organizer
- Corporation Meeting Requirements
- Day Care Providers Income and Expenses
- Employee or Independent Contractor
- Farm Expenses Worksheet
- Farm Income Worksheet
- Farm Vehicles and Fuels
- Fringe Benefits
- Health Care Reform Employer Insurance Requirement
- Hobby vs. Business
- Individual Taxpayer Organizer – Rental Property
- Individual Taxpayer Organizer – Sole Proprietorship
- Limited Liability Companies LLCs
- LLC Tax Organizer
- Marketing Your Business
- Mileage and Expense Log
- Partnership Tax Organizer
- Partnerships
- Recordkeeping for Tax Purposes
- Rental Income and Expense Worksheet
- Rental Income and Expenses
- Repairs vs Improvements
- S Corporation Tax Organizer
- S Corporations
- Small Business Health Care Tax Credit
- Starting a Business
- Vehicles – Business Use