At Woodland Tax Service, we get questions from clients about a myriad of tax situations. Below are links to informative brochures and handouts that serve as a framework we use to help answer many of these questions, as they pertain to Individual Tax Matters, Individual Tax Planning, Retirement, or Small Business Tax Matters. Please remember that the information offered in the links shown below is general in nature and should not be relied upon as authoritative in a particular tax situation. Call us at 918.500.4759 if you need tax advice and if you want to discuss any of these topics, or any other tax or business matters as applicable to your set of circumstances. We are here to serve you.
Individual Tax Matters
- Alternative Minimum Tax
- Audits
- Cancellation of Debt – Insolvency
- Capital Gains and Losses
- Charitable Contributions Guide
- Charitable Donation Tracker
- Charitable Non-Cash Fair Market Value Guide
- Clergy – Religious Workers
- Consumer Credit
- Crowdfunding
- Death of a Taxpayer
- Dependent Support Worksheet
- Divorce and Taxes
- Education Tax Benefits
- Estimated Taxes
- Estate Tax (Form 706)
- Families With Children
- Filing Status
- Foreign Bank and Financial Accounts
- Gambling Log
- Gift Tax
- Health Savings Accounts
- High-Income Taxpayers
- Hobby vs. Business
- Identity Theft and Your Taxes
- Itemized Deductions – Casualty and Theft Losses
- Itemized Deductions – Education Expenses
- Itemized Deductions – Homeowners
- Itemized Deductions – Interest Paid
- Itemized Deductions – Job Expenses
- Itemized Deductions – Medical Expenses
- Itemized Deductions – Miscellaneous Itemized Expenses
- Itemized Deductions – Taxes Paid
- Kiddie Tax
- Moving Expenses
- Multi-State Taxation
- Real Estate Professionals
- Rental Income and Expenses
- Repairs vs. Improvements
- Sale of a Principal Residence
- Same-Sex Married Couples
- Standard vs. Itemized Deductions
- Stock Options – Same-Day Sales
- Tax Facts and Figures
- Tax Scams – Protect Yourself
- Taxable Social Security Benefits
- Taxpayers Who Receive an IRS Notice
- Tipped Employees
- What Should You Do If You Can’t Pay Your Taxes
- Withholding – Filling Out Form W-4
- 5 Ways Social Security Protects You and Your Family
Individual Tax Planning
- College Financial Aid Planning
- Early Retirement Distributions
- Estate Planning, Probate, Wills, and Transfer of Assets
- Financial Planning Guide
- Moving Out Worksheet
- Newlywed Tax Tips
- Pension Income Planning
- Saving for College
Retirement
- Individual Retirement Accounts – Inherited IRAs
- Individual Retirement Accounts – Kinds of IRAs and Prohibited Transactions
- Individual Retirement Accounts – Roth IRAs
- Reverse Mortgages
- Retirement Income
- Saving for Retirement
- Social Security and Medicare
Small Business Tax Matters
- Business Entity Comparison Chart
- Business Entity Pros and Cons
- Business Expenses Worksheet
- Business Expenses – Don’t Intermingle Funds
- Business Management Tips
- Business Owners – Taking Money Out of a Business
- Business Use of Home
- Buy-Sell Agreements
- Corporation Meeting Requirements
- Day Care Providers Income and Expenses
- Employee or Independent Contractor
- Expense Reimbursements for Employees
- Farm Expenses Worksheet
- Farm Income Worksheet
- Farm Inventory and Accounting Methods
- Farm Vehicles and Fuels
- Form 1099-Misc, Miscellaneous Income, Reporting
- Fringe Benefits
- Health Care Reform – Cost-Sharing Subsidy for Individuals with High-Deductible Plans
- Health Care Reform – Employer Insurance Requirement
- Health Care Reform – Individual Insurance Requirement
- Health Care Reform – Premium Assistance Credit
- Health Care Reform – State Health Insurance Exchanges
- Inventory and Cost of Goods Sold
- Limited Liability Companies (LLCs)
- Marketing Your Business
- Mileage and Expense Logs
- On-Demand Drivers
- Partnerships
- Recordkeeping for Tax Purposes
- Rental Income and Expense Worksheet
- S Corporations
- Self-Employment Tax
- Short-Term Rentals
- Small Business Health Care Tax Credit
- Starting a Business
- Vehicles – Business Use