You have questions about tax situations, and we have the answers! Below you will find links to handy brochures and worksheets that can help you. Please remember that the information offered 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 Contributions Recordkeeping Requirements
- Charitable Noncash 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)
- Extending Your Individual Income Tax Return
- Families With Children
- Families With Children (Spanish Version)
- Filing Status
- Foreign Bank and Financial Accounts
- Gambling Log
- Gift Tax
- 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
- Moving Expenses
- Multi-State Taxation
- Sale of a Principal Residence
- Same-Sex Married Couples
- Standard vs. Itemized Deductions
- Stock Options – Same-Day Sales
- Tax Cuts and Jobs Act – Individuals
- 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
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 – 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
- Tax Cuts and Jobs Act Retirement and Other Savings Accounts
- 5 Ways Social Security Protects You and Your Family
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 and Form 1099 NEC Reporting
- Fringe Benefits
- Health Care Reform – Cost-Sharing Reduction and the Premium Tax Credit
- Health Care Reform – Employer Insurance Requirement
- 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
- Real Estate Professionals
- Recordkeeping for Tax Purposes
- Rental Income and Expense Worksheet
- Repairs vs. Improvements
- S Corporations
- Self-Employment Tax
- Short-Term Rentals
- Small Business Health Care Tax Credit
- Starting a Business
- Tax Cuts and Jobs Act – Corporations
- Tax Cuts and Jobs Act – Depreciation
- Tax Cuts and Jobs Act – Employers
- Tax Cuts and Jobs Act – Excess Business Loss and Net Operating Loss
- Tax Cuts and Jobs Act – Qualified Business Income Deduction
- Vehicles – Business Use