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
2021 Blank Client Organizer
Advance Child Tax Credit
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
Death of a Taxpayer
Dependent Support Worksheet
Divorce & Taxes
Early Retirement Distributions
Estate Tax (Form 706)
Estimated Taxes
Extending your Return
Families with Children
Filing Status
Foreign Bank & Financial 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