Client Handouts

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