This brochure gives a definition of what the alternative minimum tax (AMT) is and how it is applied. It also highlights some historical perspective on how the AMT has changed over the years. – Download PDF
This brochure provides guidance for taxpayers who are undergoing an IRS audit. It includes an overview of how audits are conducted as well as a strategy for preparing for the audit. – Download PDF
The charts on this brochure compare and contrast accounting and recordkeeping, fringe benefits, and liabilities of the various business entity types. – Download PDF
This brochure gives a listing of pros and cons for the various types of business structures. It also provides examples of types of businesses that are good fits for each entity type. – Download PDF
This brochure provides a simple worksheet for business owners to track expenses. It can be used as a ledger or as a summary for business owners to complete and provide to their tax preparer. – Download PDF
This brochure explains the problems that occur when business owners intermingle business funds with their personal funds. Court case summaries provide a warning to business owners as to the problems that can occur. – Download PDF
This brochure has tips on starting and maintaining a business. – Download PDF
This brochure discusses the tax consequences of removing money from a business. The tax implications of wages, guaranteed payments, and dividends are explained. – Download PDF
This brochure outlines the expenses that are deductible for business use of the home. The use of the home for day care facility is also highlighted. – Download PDF
Buy-sell agreements are usually part of a succession plan put in place to protect the financial interests of the owners of closely held companies and their heirs and to protect the company’s stability in case of a major event. – Download PDF
This handout provides an easy to use format to gather key information from C corporation clients. The organizer is offered in a fillable PDF format. – Download PDF
This brochure defines what it means to be insolvent. It includes a worksheet for a taxpayer to determine if he or she is insolvent and it explains the tax implications of cancelled debt. – Download PDF
This brochure defines what assets are considered capital assets. It also discusses holding periods of assets, basis, and capital gain rates. – Download PDF
This brochure discusses recordkeeping requirements for cash donations. It also provides a donation tracker worksheet as well as a charitable mileage log. – Download PDF
This guide outlines the types of qualified charities which can receive tax deductible donations. It also discusses contributions of property including the donation of a vehicle. – Download PDF
This provides a fair market value guide for the donation of goods. There is also a tracker for taxpayers to record donations. – Download PDF
Ministerial income, self-employment tax, and parsonage housing allowance. – Download PDF
Please sign this disclosure if wish to have us send a copy of your tax return to your bank or another institution. Return the signed form to us. – Download PDF
This brochure gives individuals a quick checklist of how to protect themselves upon notification of identity theft. It also provides information on credit counseling and debt management plans. – Download PDF
This brochure provides guidance on what to do to maintain corporate tax filing status. It lists the requirements of all corporations and provides an outline of how to comply with those requirements. – Download PDF
This brochure discusses cost sharing reduction and premium tax credit eligibility, how to apply, credit amount, required contribution and repayment. – Download PDF
Crowdfunding is a new, exciting, and successful method of raising funds for individuals in need, causes with social value, and business start-ups. – Download PDF
This brochure provides guidance on recordkeeping of income and expenses for day care providers. It also provides information for calculating the business use of the home for day care providers. – Download PDF
This brochure discusses the responsibility of the personal representative when a tax payer dies. It also discusses the tax returns that need to be filed upon death. – Download PDF
This worksheet provides a method for calculating the cost of moving out of home. – Download PDF
This worksheet defines what is meant by support and includes a worksheet to help calculate the expenses paid to determine the financial support of an individual. – Download PDF
This brochure defines the tax status of taxpayers who are separated or divorcing. It also provides information on property transfers, alimony, and child support. – Download PDF
This brochure highlights the rules regarding the expectation to the 10% penalty for early retirement distributions. It also discusses the possible risks involved in implementing this strategy. – Download PDF
This brochure discusses the education tax benefits. It also provides a comparison of education credits and discusses the education savings plans. – Download PDF
This brochure discusses the factors used in determining whether someone is an employee or an independent contractor. It also provides information on how to report the incorrect treatment of an employee as independent contractor. – Download PDF
Este folleto analiza los factores utilizados para determinar si alguien es un empleado o un contratista independiente. También proporciona información sobre cómo informar sobre el trato incorrecto de un empleado como contratista independiente. – Download PDF
This brochures discusses employer insurance requirements and small business health options program. – Download PDF
This worksheet will aid us in preparing Forms 941, 943, and 944 for businesses with employees. – Download PDF
This worksheet will assist you in providing the information for us to properly prepare Form 1099 for you. Please DO NOT send sensitive information (Social Security numbers) via e-mail. After you fill out the worksheet you may mail it to us via the US Postal Service or FAX it to our office. You may also scan it and upload it to our Secure Document Transfer system via Smart Vault. If you do not have access to Smart Vault give us a call and we will get you linked up in a couple of minutes. – Download PDF
This worksheet will assist you in providing the information for us to properly prepare Forms W-2 for you. Please DO NOT send sensitive information (Social Security numbers) via e-mail. After you fill out the worksheet you may mail it to us via the US Postal Service or FAX it to our office. You may also scan it and upload it to our Secure Document Transfer system via Smart Vault. If you do not have access to Smart Vault give us a call and we will get you linked up in a couple of minutes. – Download PDF – Download PDF
One of the advantages of operating your own business is hiring family members. However, employment tax requirements for family employees may vary from those that apply to other employees. The following brochure may assist you with pointing out some differences to consider. – Download PDF
This brochure discusses energy efficient home improvement credits, residential clean energy credits, clean vehicle credit and previously-owned clean vehicle credit. – Download PDF
This brochure highlights the importance of having a will. Issues such as property passing at death and probate are also discussed. – Download PDF
This brochure provides information on the estate tax and marital deduction. Estate tax planning and valuation are also discussed. – Download PDF
This brochure defines the requirement to pay taxes through withholding and/or estimated payments. It includes estimated tax payment due dates. – Download PDF
This overview focuses on changes for individuals whose business deductions exceed gross income. Information includes the new excess business loss limitation, pass-through entities, and net operating losses. – Download PDF
This brochure contains information about employers reimbursing employees. – Download PDF
Can I extend the filing due date of my tax return? – Download PDF
This brochure provides a listing of various tax credits available for families with children. The rules and limits for each credit are outlined. – Download PDF
Este folleto proporciona una lista de varios créditos fiscales disponibles para familias con niños. Se describen las reglas y los límites de cada crédito. – Download PDF
This brochure can be used as a ledger to enter daily information or be used as a summary of expenses to provide to the tax preparer. – Download PDF
This brochure can be used as a ledger to enter daily information or be used as a summary of income to provide to the tax preparer. – Download PDF
Should I use the cash, accrual, or a different accounting method? – Download PDF
This brochure provides a method for farmers to keep track of fuel expenses and explains the requirements for claiming fuel tax credits and refunds. – Download PDF
This brochure helps the taxpayer determine his or her tax filing status for the year. It also includes a chart with the special rules for taxpayers filing Married Filing Separate (MFS). – Download PDF
This brochure provides a high-level Overview of the financial planning process. Taxpayers can gain valuable information on personal financial planning and income tax planning. – Download PDF
Many companies are required to report information to FinCEN about the individuals who ultimately own or control them. This brochure will discuss the types of reporting companies, who is considered the beneficial owner and the information that needs to be reported. – Download PDF
This brochure provides tax filing guidance for taxpayers who have financial assets in a foreign countries. The information contains filing requirements and penalty information for failure to file. – Download PDF
Form 1099-K is a report of payments you got for goods or services during the year from: Credit, debit or stored value cards such as gift cards (payment cards) Payment apps or online marketplaces, also called third party settlement organizations or TPSOs. – Download PDF
If you make payments in the course of your trade or business you may be required to report on Form 1099-MISC. – Download PDF
Employment Eligibility Verification – Download PDF
Employee's Withholding Allowance Certificate – Download PDF
Request for Taxpayer Identification Number and Certificate. – Download PDF
Employee's Wisconsin withholding exemption certificate. – Download PDF
This brochure highlights the benefits and uses of fringe benefits. – Download PDF
This brochure highlights the tax reporting requirements for taxpayers who have gambling winnings. It also includes a worksheet to track gambling activity. – Download PDF
This brochure discusses the gift tax provisions including the annual exclusion and the lifetime gift exclusion. It contrasts which transfers are considered gifts and which transfers are not considered gifts. – Download PDF
This brochure provides information on the subsidy for individuals with high-deductible health insurance plans and how to apply for the subsidy. – Download PDF
This brochure describes the employer requirement to provide health insurance including the penalty for employers who do not offer coverage. – Download PDF
The Health Insurance Marketplace helps uninsured people find health coverage. – Download PDF
This brochure explains how the state health insurance exchanges operate and how to apply for coverage. – Download PDF
This brochure discusses the provision of Health Savings Accounts (HSA) as well as the rules limitations. – Download PDF
This brochure provides a listing of deduction limitations for taxpayers who have higher taxable income. – Download PDF
This brochure explains the deduction limitation for activities that are considered a hobby and lists the factors that may determine whether an activity is a hobby or a business. – Download PDF
This brochure identifies who is considered a household employee and discusses the tax reporting requirements of employers who employ household workers. – Download PDF
Taxpayers who are victims of identity theft may find that the thieves have filed a fraudulent income tax return. This brochure provides guidance on the steps the taxpayer should take to file their valid return as well as specific things to do to prevent future problems. – Download PDF
This handout reviews the rules which allow an individual to bypass income limitations and effectively make a Roth IRA contribution. – Download PDF
This brochure discusses how an inherited IRA differs from your own IRA. – Download PDF
This brochure discusses the various types of IRAs and the tax benefits and implications of each. It also discusses the effect of the taxpayer's participation in prohibited transactions within these types of accounts. – Download PDF
This brochure reviews the rules on how to take a taxable traditional IRA distribution and convert it into nontaxable by making qualified charitable distribution. – Download PDF
This brochure reviews the rules for required minimum distributions from IRAs and defined contribution plans. – Download PDF
This brochure discusses the tax advantages of a Roth IRA and information on contributions and conversion rules. – Download PDF
This brochure discusses the tax advantages and rules of traditional IRAs. It also includes the phase outs for deducting contributions for taxpayers who are also covered by an employer-sponsored plan. – Download PDF
This brochure discusses the conversion rules of a Roth IRA – Download PDF
This handout provides an easy to use format to gather tax return information from individual clients. The organizer is offered in a fillable pdf format. – Download PDF
This handout provides an easy to use format to gather tax return information from individual clients with rental real estate. The organizer is offered in a fillable PDF format. – Download PDF
This handout provides an easy to use format to gather tax return information from self-employed clients. The organizer is offered in a fillable PDF format. – Download PDF
Este folleto proporciona un formato fácil de usar para recopilar información de declaraciones de impuestos de clientes individuales. El organizador se ofrece en un formato pdf rellenable. – Download PDF
This handout provides an easy to use format to gather tax return information from sole proprietorship and rental client. The organizer is offered in a fillable PDF format. – Download PDF
This brochure describes when inventory accounting is required, expenses included in the cost of goods sold and inventory valuation methods. – Download PDF
This brochure identifies which losses are deductible and which gains realized are taxable. Disaster relief is also discussed. – Download PDF
This brochure identifies expenses for homeowners which are deductible as itemized deductions. It also includes a chart for home mortgage debt limits. – Download PDF
This brochure differentiates interest expenses that are deductible from those that are not deductible. Reverse mortgages are also discussed. – Download PDF
This brochure discusses which medical expenses are deductible and who can deduct those expenses. It also highlights the deductible expenses for long-term care and nursing home costs. – Download PDF
This brochure discusses which taxes paid are deductible as well as any limitations on the deductibility of those taxes. – Download PDF
Este folleto analiza qué gastos médicos son deducibles y quién puede deducir esos gastos. También destaca los gastos deducibles para los costos de cuidado a largo plazo y hogar de ancianos. – Download PDF
This brochure discusses the tax treatment of a child’s unearned (investment) income. – Download PDF
This brochure discusses like-kind exchanges, what qualifies as a like-kind exchange and what doesn't. – Download PDF
This brochure explains how an LLC operates and how to form an LLC. Information is also provided on the classification of an LLC which will determine the proper tax filing for the LLC. – Download PDF
This handout provides an easy to use format to gather key information from taxpayers who have an LLC. The organizer is offered in a fillable PDF format. – Download PDF
The log provides a worksheet for taxpayers to track mileage and expenses and discusses the tax deductibility of those miles and expenses. It also provides the entries needed to be compliant with IRS regulations. – Download PDF
This brochure provides information on the deductibility of moving expenses. It provides guidance on which expenses are deductible and guidance on handling employer reimbursements. – Download PDF
This handout provides an easy to use format to gather information to determine whether you have the financial means to move out on your own and maintain your desired lifestyle. The organizer is offered in a fillable PDF format. – Download PDF
This brochure provides guidance to taxpayers who have state incomes tax liability to more than one state. It also provides information for taxpayers associated with the military. – Download PDF
This brochure outlines some of the steps taxpayers should take once they become married. It explains how to handle tax filing requirements as well as personal things such as notifying financial institutions. – Download PDF
This handout provides an easy to use format to gather key information from partnership clients. The organizer is offered in a fillable PDF format. – Download PDF
This brochure provides a description of how partnerships work and explains the tax reporting requirements of the partnership and its partners. Advantages and disadvantages of a partnership are also discussed. – Download PDF
This brochure outlines some of the considerations for an employee who is selecting a pension option. It also provides a description of a potential financial limitation of choosing the wrong type of pension payout and a strategy to consider to alleviate drawbacks of the various choices. – Download PDF
This brochure discusses what a personal representative is responsible for. – Download PDF
This overview focuses on the new 20% deduction for qualified income from a business. – Download PDF
This brochure explains the type of records which should be kept and the retention period of those records. The information is beneficial for recordkeeping of individual tax records and also for recordkeeping of business tax records. – Download PDF
This brochure describes the various aspects of rental income and expenses. There is also an explanation of the difference between a repair and an improvement and the tax consequences of each. – Download PDF
This brochure discusses the special rules that apply to real estate professionals in the rental business. – Download PDF
There is uncertainty for some as to whether rental real estate qualifies as a trade or business for purposes of the QBI deduction. The IRS has provided a safe harbor under which a rental real estate enterprise will be treated as a trade or business solely for purposes of the QBI deduction. – Download PDF
This brochure provides information which will help determine whether a current business deduction can be taken for expense incurred on business assets, or whether the expense must be capitalized and depreciated. – Download PDF
This brochure discusses a taxpayer's various sources of retirement income including Social Security, pension, and IRA distributions. Age-specific requirements and tax implications are highlighted. – Download PDF
This handout contains information for homeowners over age 62 who may be interested in converting the equity in his or her home into cash. Included is guidance on who qualifies for a reverse mortgage and examples of reverse mortgage situations. – Download PDF
This brochure contains information for rideshare drivers, such as Uber or Lyft drivers, on tax reporting of income and expenses. Included is guidance on additional expenses that may be tax deductible. – Download PDF
This brochure explains what a taxpayer needs to know about S corporations, including the business formalities and tax filing. It includes a comparison of the advantages and disadvantages of an S corporation. – Download PDF
This handout provides an easy to use format to gather key information from S corporation clients. The organizer is offered in a fillable PDF format. – Download PDF
This brochure discusses the tax ramification of selling your home. – Download PDF
This brochure discusses the various methods of saving for college. It includes information on contribution limits as well as tax benefits associated with each method of saving. – Download PDF
This brochure highlights the various types of retirement accounts along with the contribution limits and rules. It also includes information on qualifying for the Retirement Saving Contribution Credit. – Download PDF
This brochure discusses who pays self-employment tax for Social Security and Medicare. – Download PDF
This brochure contains information for taxpayers who rent out their home, a room in their home or a vacation home. Included is guidance on tax-free rental use and when substantial services are provided. – Download PDF
This brochure explains what the tax credit is and provides a worksheet to calculate the premium amount eligible for the credit. – Download PDF
This brochure highlights the components of Social Security retirement and disability benefits. It also provides an Overview of Medicare eligibility and benefits. – Download PDF
This brochure compares the use of the standard deduction vs. using itemized deductions. The phaseout of the itemized deductions is also discussed. – Download PDF
This brochure provides guidance on establishing a business and provides an outline for creating a business plan. It is also helpful in creating a personal financial statement. – Download PDF
This brochure provides guidance on the taxation of exercising stock options and tax reporting of these transactions. – Download PDF
This brochure provides charts of inflation-adjusted tax provisions, tax rate schedules, and net capital gain tax rates. – Download PDF
This brochure contains information on types of tax scams including IRS impersonation scams. Included is guidance on how a taxpayer can protect himself or herself and specific actions to take. – Download PDF
This brochure explains the calculation of income to determine what amount, if any, of Social Security benefits are taxable. It also provides strategies to prevent Social Security benefits from becoming taxable. – Download PDF
This brochure explains how taxpayers should handle affairs once they have received a notice from the IRS. It also discusses how to avoid future notices and explains what rights the taxpayer has. – Download PDF
This brochure provides information on how to report tip income. Recordkeeping requirements are also explained. – Download PDF
This brochures discusses how you know if an IRS revenue officer or agent that is contacting you or legitimate or an imposter. – Download PDF
This brochure explains the circumstances under which an individual can claim a deduction for using their vehicle for business purposes. – Download PDF
Virtual Currency (Cryptocurrency) – Download PDF
This brochure explains the options a taxpayer has when he or she cannot pay the taxes due by the due date. There is also information on requesting an installment agreement. – Download PDF
This brochure provides an explanation of what Form W-4 is and how it is used by employers. also included is guidance on filling out the form. – Download PDF