Client Guides

The following client guides contain general information for taxpayers and should not be relied upon as the only source of authority. Taxpayers should seek professional tax advice for more information.

1040Tax Year
Charitable Contributions Guide2025
Charitable Contributions Noncash Fair Market Value Guide2025
Charitable Contributions Recordkeeping Requirements2025
Crowdfunding2025
Digital Assets2025
Estimated Taxes2025
Families With Children2025
Hobby vs. Business2025
Multi-State Taxation2025
Sale of a Principal Residence2025
Tax Scams – Protect Yourself2025
Taxable Social Security Benefits2025
Taxpayers Who Receive an IRS Notice2025
Understanding How the IRS Contacts Taxpayers2025
What To Do if You Can’t Pay Your Taxes2025
Withholding – Filling Out Form W-42025
BusinessTax Year
Business Entity Comparison Chart2025
Business Entity Pros and Cons2025
Business Expenses Worksheet2025
Business Management Tips2025
Business Owners – Taking Money Out of a Business2025
Business use of Home2025
Daycare Providers Income and Expenses2025
Employee or Independent Contractor2025
FinCEN Beneficial Ownership Reporting2025
Form 1099-K2025
Form 1099-MISC and Form 1099-NEC2025
Inventory Cost of Goods2025
Mileage and Expense Log2025
Recordkeeping for Tax Purposes2025
Repairs vs. Improvements2025
Rideshare Drivers2025
Self-Employment Tax2025
Short-Term Rentals2025
Vehicles – Business Use2025
Estate and TrustsTax Year
Death of a Taxpayer2025
Gift Tax2025
Personal Representatives – Estates2025
PlanningTax Year
Early Retirement Distributions – SEPP2025
Estate Planning, Wills, Probate, and Transfer of Assets2025
Moving Out Worksheet2025
Newlyweds Tax Tips2025
Pension Income Planning2025
Saving for College2025