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


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