Client Handouts​

Alternative Minimum Tax 

Business Entity Comparison Chart

Business Entity Pros and Cons

Business Expenses Worksheet

Business Management Tips

Business Owners - Taking Money Out of a Business 

Business Use of Home


​C Corporation Tax Organizer (Tax Year 2017)

Charitable Cash Donation Tracker 

Charitable Contributions Guide

Charitable Noncash FMV Guide

Corporation Meeting Requirements 

Employee or Independent Contractor 

Employee or Independent Contractor (Spanish Version) 


Form 1099-MISC, Miscellaneous Income Reporting

Hobby vs. Business

​Identity Theft and Your Taxes 

Individual Taxpayer Organizer (Tax Year 2017)

​Individual Taxpayer Organizer (Spanish Version) (Tax Year 2017)

Individual Taxpayer Organizer - Rental Property ​​(Tax Year 2017) 

​Individual Taxpayer Organizer - Sole Proprietorship (Tax Year 2017) 

​LLC Tax Organizer (Tax Year 2017)

Limited Liability Companies (LLCs)

Mileage and Expense Log

Partnerships

​Partnership Tax Organizer (Tax Year 2017)

Recordkeeping for Tax Purposes

Referrals Appreciated

Rental Income and Expenses

Rental Income and Expense Worksheet


Repairs vs. Improvements​​

S Corporations

S Corporation Tax Organizer (Tax Year 2017)

​Standard vs. Itemized Deduction

Starting a Business

Taxpayers Who Receive an IRS Notice

Taxable Social Security Benefits

​Tax Scams - Protect Yourself



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