Client Handouts List

Personal

File Name2022 File2023 File
Alternative Minimum TaxDownload 2022 FileDownload 2023 File
AuditsDownload 2022 FileDownload 2023 File
Cancellation of Debt – InsolvencyDownload 2022 FileDownload 2023 File
Capital Gains and LossesDownload 2022 FileDownload 2023 File
Charitable Contributions GuideDownload 2022 FileDownload 2023 File
Charitable Contributions – Noncash FMV GuideDownload 2022 FileDownload 2023 File
Charitable Contributions – Recordkeeping RequiremeDownload 2022 FileDownload 2023 File
Clergy – Religious WorkersDownload 2022 FileDownload 2023 File
Consumer CreditDownload 2022 FileDownload 2023 File
CrowdfundingDownload 2022 FileDownload 2023 File
Dependent Support WorksheetDownload 2022 FileDownload 2023 File
Divorce and TaxesDownload 2022 FileDownload 2023 File
Education Tax BenefitsDownload 2022 FileDownload 2023 File
Estimated TaxesDownload 2022 FileDownload 2023 File
Extension to File Your Tax ReturnDownload 2022 FileDownload 2023 File
Families With Children – Available CreditsDownload 2022 FileDownload 2023 File
Filing StatusDownload 2022 FileDownload 2023 File
Foreign Bank and Financial AccountsDownload 2022 FileDownload 2023 File
Health Insurance MarketplaceDownload 2022 File
Health Savings Accounts (HSAs)Download 2022 FileDownload 2023 File
High Income TaxpayersDownload 2022 File
Hobby vs. BusinessDownload 2022 FileDownload 2023 File
Household EmployeesDownload 2022 FileDownload 2023 File
Identity Theft and Your TaxesDownload 2022 FileDownload 2023 File
Inflation Reduction Act – Individual CreditsDownload 2023 File
Itemized Deductions – Casualty and Theft LossesDownload 2022 FileDownload 2023 File
Itemized Deductions – HomeownersDownload 2022 FileDownload 2023 File
Itemized Deductions – Interest PaidDownload 2022 FileDownload 2023 File
Itemized Deductions – Medical ExpensesDownload 2022 FileDownload 2023 File
Itemized Deductions – Taxes PaidDownload 2022 FileDownload 2023 File
Kiddie TaxDownload 2022 FileDownload 2023 File
Like-Kind ExchangesDownload 2022 FileDownload 2023 File
Moving ExpensesDownload 2022 FileDownload 2023 File
Multi-State TaxationDownload 2022 FileDownload 2023 File
Referrals AppreciatedDownload 2022 FileDownload 2023 File
Sale of a Principal ResidenceDownload 2022 FileDownload 2023 File
Standard vs. Itemized DeductionDownload 2022 FileDownload 2023 File
Stock Options – Same Day SalesDownload 2022 FileDownload 2023 File
Tax Facts and FiguresDownload 2022 FileDownload 2023 File
Tax Scams – Protect YourselfDownload 2022 FileDownload 2023 File
Taxable Social Security BenefitsDownload 2022 FileDownload 2023 File
Taxpayers Who Receive an IRS NoticeDownload 2022 FileDownload 2023 File
Tipped EmployeesDownload 2022 FileDownload 2023 File
Understanding How the IRS Contacts TaxpayersDownload 2023 File
Virtual Currency (Cryptocurrency)Download 2022 FileDownload 2023 File
What To Do if You Can’t Pay Your TaxesDownload 2022 FileDownload 2023 File
Withholding – Filling Out Form W-4 ChartDownload 2022 FileDownload 2023 File

Business

File Name2022 File2023 File
Business Entity Comparison ChartDownload 2022 FileDownload 2023 File
Business Entity Pros and ConsDownload 2022 FileDownload 2023 File
Business Financing – Don’t Intermingle FundsDownload 2022 File
Business Management TipsDownload 2022 FileDownload 2023 File
Business Owners – Taking Money Out of a BusinessDownload 2022 FileDownload 2023 File
Business Use of HomeDownload 2022 FileDownload 2023 File
Buy-Sell AgreementsDownload 2022 FileDownload 2023 File
Corporation Meeting RequirementsDownload 2022 FileDownload 2023 File
Daycare Providers Income and ExpensesDownload 2022 FileDownload 2023 File
Employee or Independent ContractorDownload 2022 FileDownload 2023 File
Employing Family MembersDownload 2023 File
Excess Business Loss and Net Operating Loss (NOL)Download 2022 FileDownload 2023 File
Expense Reimbursements for EmployeesDownload 2022 FileDownload 2023 File
Form 1099-MISC and Form 1099-NEC ReportingDownload 2022 FileDownload 2023 File
Fringe BenefitsDownload 2022 FileDownload 2023 File
Inventory Cost of Goods SoldDownload 2022 FileDownload 2023 File
Limited Liability Companies (LLCs)Download 2022 FileDownload 2023 File
Marketing Your BusinessDownload 2022 File
Mileage and Expense LogDownload 2022 FileDownload 2023 File
PartnershipsDownload 2023 File
Qualified Business Income Deduction (QBI)Download 2022 FileDownload 2023 File
Real Estate ProfessionalsDownload 2022 FileDownload 2023 File
Recordkeeping for Tax PurposesDownload 2022 FileDownload 2023 File
Rental Income and ExpensesDownload 2022 FileDownload 2023 File
Rental Real Estate OBI Safe HarborDownload 2022 FileDownload 2023 File
Repairs vs ImprovementsDownload 2022 FileDownload 2023 File
Rideshare and Food Delivery DriversDownload 2022 FileDownload 2023 File
S CorporationsDownload 2022 FileDownload 2023 File
Self-Employment TaxDownload 2022 FileDownload 2023 File
Short-Term RentalsDownload 2022 FileDownload 2023 File
Small Business Health Care Tax CreditDownload 2022 FileDownload 2023 File
Starting a BusinessDownload 2023 File
Vehicles – Business UseDownload 2022 FileDownload 2023 File

Retirement

File Name2022 File2023 File
IRA – Backdoor Roth IRADownload 2022 File
IRA – Beneficiaries of IRAs and Qualified PlansDownload 2022 FileDownload 2023 File
IRA – Kinds of IRAs and Prohibited TransactionsDownload 2022 FileDownload 2023 File
IRA – Qualified Charitable Distribution (QCD)Download 2022 FileDownload 2023 File
IRA – Required Minimum Distributions (RMDs)Download 2022 FileDownload 2023 File
IRA – Roth IRA ConversionsDownload 2023 File
IRA – Roth IRAsDownload 2022 FileDownload 2023 File
IRA – Traditional IRAsDownload 2022 FileDownload 2023 File
Retirement IncomeDownload 2022 FileDownload 2023 File
Reverse MortgagesDownload 2022 FileDownload 2023 File
Saving for RetirementDownload 2022 FileDownload 2023 File
Social Security and MedicareDownload 2022 FileDownload 2023 File

Tax Planning

File Name2022 File2023 File
Early Retirement Distributions – SEPPDownload 2022 FileDownload 2023 File
Estate Planning, Wills, Probate, and Transfer of AssetsDownload 2022 FileDownload 2023 File
Moving Out WorksheetDownload 2022 FileDownload 2023 File
Newlyweds Tax TipsDownload 2022 FileDownload 2023 File
Pension Income PlanningDownload 2022 FileDownload 2023 File
Saving for CollegeDownload 2022 FileDownload 2023 File

Estate & Trusts

File Name2022 File2023 File
Death of a TaxpayerDownload 2022 FileDownload 2023 File
Estate Tax (Form 706)Download 2022 FileDownload 2023 File
Gift TaxDownload 2022 FileDownload 2023 File
Personal Representatives – EstatesDownload 2022 FileDownload 2023 File

Organizers

File Name2022 File2023 File
Tax Organizer – IndividualDownload 2022 FileDownload 2023 File
Tax Organizer – Individual – Rental PropertyDownload 2022 FileDownload 2023 File
Tax Organizer – Individual – Sole ProprietorshipDownload 2022 FileDownload 2023 File
Tax Organizer – LLCDownload 2022 FileDownload 2023 File
Tax Organizer – PartnershipDownload 2022 FileDownload 2023 File
Tax Organizer – C-CorporationDownload 2022 FileDownload 2023 File
Tax Organizer – S-CorporationDownload 2022 FileDownload 2023 File