Client Resources
Below you will find a series of worksheets and informational handouts which are provided to you as a resource. Please use these to assist you throughout the year with all things individual, business, and tax related. Never hesitate to contact us if you have any questions.
Individual Resources
Buy-Sell Agreements
Capital Gains &Losses
Charitable Contributions Guide
Charitable Contributions Record-keeping Requirements
Charitable Non-cash FMV Guide
College Financial Aid Planning
Consumer Credit
Coronavirus Legislation- Individuals
Death of a Taxpayer
Dependent Support Worksheet
Divorce & Taxes
Early Retirement Distributions
Estate Tax Forms
Estimated Taxes-Explained
Extending your Return
Families with Children
Filing Status
Foreign Accounts
Gambling Log
Gift Tax
Health Savings Accounts
High Income Taxpayers
Hobby vs. Business
Itemized Deductions- Homeowners
Itemized Deductions- Interest Paid
Itemized Deductions- Medical Expenses
Itemized Deductions- Taxes Paid
Kiddie Tax
Multi-State Taxation
Newlyweds Tax Tips
Pension Income Planning
Retirement Income
Retirement- Qualified Charitable Distribution
Retirement- Required Minimum Distributions
Retirement- Roth IRA
Retirement- Traditional IRA
Sale of a Principal Residence
Saving for College
Saving for Retirement
Social Security & Medicare
Standard vs. Itemized Deduction
Tax Facts & Figures
Tax Scams
Taxable Social Security Benefits
Withholding- Filling Out Form W-4
Business Resources
Business Entity Comparison Chart
Business Entity Pro's & Con's
Business Expenses Worksheet
Business Financing- Don't Intermingle Funds
Business Management Tips
Business Owners- Taking Money Out of a Business
Business Use of Home
Day Care Providers Income & Expenses
Employee or Independent Contractor
Expense Reimbursements for Employees
Farm Expenses Worksheets
Farm Income Worksheets
Farm Inventory and Accounting Methods
Farm Vehicles & Fuels
Form 1099-MISC & Form 1099-NEC Reporting
Fringe Benefits
Health Care Reform- Employer Insurance Requirement
Limited Liability Companies (LLC's)
Mileage & Expense Log
On-Demand Drivers
Partnerships
Qualified Business Income Deduction
Real Estate Professionals
Recordkeeping for Tax Purposes
Rental Income & Expense Worksheet
Rental Income & Expenses
Repairs vs. Improvements
S Corporations
Self-Employment Tax
Short-Term Rentals
Small Business Health Care Tax Credit
Starting a Business
Vehicles- Business Use
Other Resources
