Skip page Logo and Brand information to navigation. Skip page header section and navigation, to main content.

2024 Client Handouts

 

A-F


 

alternative_minimum_tax_2024.pdf
audits_2024.pdf
business_entity_comparison_chart_2024.pdf
business_entity_pros_and_cons_2024.pdf
business_management_tips_2024.pdf
business_owners_taking_money_out_of_a_business_2024.pdf
business_use_of_home_2024.pdf
buy-sell_agreements_2024.pdf
c_corporation_tax_organizer_2023.pdf
cancellation_of_debt_insolvency_2024.pdf
capital_gains_and_losses_2024.pdf
charitable_contributions_charitable_contributions_guide_2024.pdf
charitable_contributions_noncash_fmv_guide_2024.pdf
charitable_contributions_recordkeeping_requirements_2024.pdf
clergy_religious_workers_2024.pdf
consumer_credit_2024.pdf
corporation_meeting_requirements_2024.pdf
cost-sharing_reduction_and_the_premium_tax_credit_2024.pdf
crowdfunding_2024.pdf
daycare_providers_income_and_expenses_2024.pdf
death_of_a_taxpayer_2024.pdf
dependent_support_worksheet_2024.pdf
digital_assets_2024.pdf
divorce_and_taxes_2024.pdf
early_retirement_distributions_sepp_2024.pdf
education_tax_benefits_2024.pdf
employee_or_independent_contractor_2024.pdf
employee_or_independent_contractor_spanish_2024.pdf
employer_insurance_requirement_2024.pdf
employing_family_members_2024.pdf
energy_and_vehicle_credits_2024.pdf
estate_planning_wills_probate_and_transfer_of_assets_2024.pdf
estate_tax_form_706_2024.pdf
estimated_taxes_2024.pdf
excess_business_loss_and_net_operating_loss_2024.pdf
expense_reimbursements_for_employees_2024.pdf
extending_your_individual_income_tax_return_2024.pdf
families_with_children_2024.pdf
families_with_children_spanish_2024.pdf
farm_inventory_and_accounting_methods_2024.pdf
farm_vehicles_and_fuels_2024.pdf
filing_status_2024.pdf
fincen_beneficial_ownership_reporting_2024.pdf
foreign_bank_and_financial_accounts_2024.pdf
form_1099-k_2024.pdf
form_1099misc_and_form_1099nec_reporting_2024.pdf
fringe_benefits_2024.pdf

 

 

 

G-I


 

general_engagement_letter_2023.pdf
gift_tax_2024.pdf
health_savings_accounts_hsas_2024.pdf
high-income_taxpayers_2024.pdf
hobby_vs_business_2024.pdf
household_employees_2024.pdf
identity_theft_and_your_taxes_2024.pdf
individual_retirement_accounts_beneficiaries_of_iras_and_qualified_plans_2024.pdf
individual_retirement_accounts_kinds_of_iras_and_prohibited_transactions_2024.pdf
individual_retirement_accounts_qualified_charitable_distribution_2024.pdf
individual_retirement_accounts_required_minimum_distributions_2024.pdf
individual_retirement_accounts_roth_ira_conversions_2024.pdf
individual_retirement_accounts_roth_iras_2024.pdf
individual_retirement_accounts_traditional_iras_2024.pdf
individual_taxpayer_organizer_2023_spanish.pdf
individual_taxpayer_organizer_2023.pdf
inventory_cost_of_goods_sold_2024.pdf
itemized_deductions_casualty_and_theft_losses_2024.pdf
itemized_deductions_homeowners_2024.pdf
itemized_deductions_interest_paid_2024.pdf
itemized_deductions_medical_expenses_2024.pdf
itemized_deductions_medical_expenses_spanish_2024.pdf
itemized_deductions_taxes_paid_2024.pdf

 

 

 

K-R


 

kiddie_tax_2024.pdf
likekind_exchanges_2024.pdf
limited_liability_companies_llcs_2024.pdf
llc_tax_organizer_2023.pdf
mileage_and_expense_log_2024.pdf
moving_expenses_2024.pdf
moving_out_worksheet_2024.pdf
multistate_taxation_2024.pdf
newlyweds_tax_tips_2024.pdf
partnership_tax_organizer_2023.pdf
partnerships_2024.pdf
pension_income_planning_2024.pdf
personal_representatives_estates_2024.pdf
qualified_business_income_deduction_2024.pdf
real_estate_professionals_2024.pdf
recordkeeping_for_tax_purposes_2024.pdf
rental_income_and_expenses_2024.pdf
rental_real_estate_qbi_safe_harbor_2024.pdf
repairs_vs_improvements_2024.pdf
retirement_income_2024.pdf
reverse_mortgages_2024.pdf
rideshare_drivers_2024.pdf

 

 

 

S-W


 

s_corporation_organizer_2023.pdf
s_corporations_2024.pdf
sale_of_a_principal_residence_2024.pdf
saving_for_college_2024.pdf
saving_for_retirement_2024.pdf
selfemployment_tax_2024.pdf
shortterm_rentals_2024.pdf
small_business_health_care_tax_credit_2024.pdf
social_security_and_medicare_2024.pdf
standard_vs_itemized_deduction_2024.pdf
starting_a_business_2024.pdf
stock_options_same_day_sales_2024.pdf
tax_facts_and_figures_2024.pdf
tax_scams_protect_yourself_2024.pdf
taxable_social_security_benefits_2024.pdf
taxpayers_who_receive_an_irs_notice_2024.pdf
tipped_employees_2024.pdf
understanding_how_the_irs_contacts_taxpayers_2024.pdf
vehicles_business_use_2024.pdf
what_to_do_if_you_cant_pay_your_taxes_2024.pdf
withholding_filling_out_form_w-4_2024.pdf