You have questions about tax situations? Below are links to handy brochures and worksheets that can help you. Call us at 918.500.4759 to talk to our CPA or make an appointment for our Jenks office if you need tax preparation or advice and you want to discuss any of these topics. We are here to serve you!

Please remember that the information offered below is general in nature and should not be relied upon as authoritative in a particular tax or legal situation.

Individual Tax Matters

• Alternative Minimum Tax
• Audits
• Cancellation of Debt _ Insolvency
• Capital Gains and Losses
• Charitable Contributions Guide
• Charitable Contributions Recordkeeping Requirements
• Charitable Noncash Fair Market Value Guide
• Clergy and Religious Workers
• Consumer Credit
• Crowdfunding
• Dependent Support Worksheet
• Divorce and Taxes
• Education Tax Benefits
• Estimated Taxes
• Extending Your Individual Income Tax Return
• Families With Children
• Filing Status
• Foreign Bank and Financial Accounts
• Health Care Reform – Health Insurance Marketplace
• Health Savings Accounts
• High Income Taxpayers
• Hobby vs. Business
• Household Employees
• Identity Theft and Your Taxes
• Itemized Deductions – Casualty and Theft Losses
• Itemized Deductions – Homeowners
• Itemized Deductions – Interest Paid
• Itemized Deductions – Medical Expenses
• Itemized Deductions – Taxes Paid
• Kiddie Tax
• Like-Kind Exchanges
• Moving Expenses
• Multi-State Taxation
• Sale of a Principal Residence
• 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
• Virtual Currency Cryptocurrency
• What Should You Do If You Can’t Pay Your Taxes
• Withholding – Filling Out Form W_4

Individual Tax Planning

• Early Retirement Distributions
• Moving Out Worksheet
• Newlyweds Tax Tips
• Pension Income Planning
• Saving for College

Retirement

• Individual Retirement Accounts – Backdoor Roth IRAs
• Individual Retirement Accounts – Inherited IRAs
• Individual Retirement Accounts – Kinds of IRAs and Prohibited Transactions
• Individual Retirement Accounts – Qualified Charitable Distribution QCD
• Individual Retirement Accounts – Required Minimum Distribution RMD
• Individual Retirement Accounts – Roth IRAs
• Individual Retirement Accounts – Traditional IRAs
• Retirement Income
• Reverse Mortgages
• Saving for Retirement
• Social Security and Medicare
• 5 Ways Social Security Protects You and Your Family

Estates and Trusts

• Death Of A Taxpayer
• Estate Planning, Wills, Probate, and Transfer of Assets
• Estate Tax
• Gift Tax
• Personal Representatives – Estates

Small Business Tax Matters

• Business Entity Comparison Chart
• Business Entity Pros and Cons
• 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
• Excess Business Loss And Net Operating Loss NOLs
• Expense Reimbursements for Employees
• Farm Inventory and Accounting Methods
• Farm Vehicles and Fuels
• Form 1099 MISC and Form 1099 NEC Reporting
• Fringe Benefits
• Health Care Reform – Cost-Sharing Reduction and the Premium Tax Credit
• Inventory and Cost of Goods Sold
• Limited Liability Companies (LLCs)
• Marketing Your Business
• Mileage and Expense Logs
• On-Demand Drivers
• Partnerships
• Qualified Business Income Deduction (QBI)
• Real Estate Professionals
• Recordkeeping for Tax Purposes
• Rental Income and Expense Worksheet
• Rental Real Estate QBI Safe Harbor
• Repairs vs. Improvements
• S Corporations
• Self-Employment Tax
• Short-Term Rentals
• Small Business Health Care Tax Credit
• Starting a Business
• Vehicles – Business Use