Free Resources

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General Tax-Related Resources

  • 1099-NEC Filing Requirements – Learn the filing requirements for A 1099-NEC
  • 401-K Withdrawals – What you need to know about withdrawing from your 401 and how it will affect your income tax return. 
  • Cancellation of Debt – General rule for cancelled debts and what some of the exclusions are.
  • Do you owe the IRS? – Ways for you to pay your IRS tax debt.
  • Driving for Uber or Lyft?  Information for rideshare drivers and learn how to maximum your tax deductions.  
  • Electric Vehicle Tax Credit – Learn what vehicles qualify and how much of a credit you can get. 
  • Energy Efficient Home Improvement Credit – What improvements qualify and how much of a credit you can receive to lower your tax debt.
  • Identity Theft – What is identity theft and what to do if you have become a victim.
  • Independent Contractor VS Employee – Information needed to help you determine if a worker is an independent contractor or an employee.
  • Tax Benefits of Claiming Children – Information about the many tax credits that are available for qualifying children and how to determine if you qualify.
  • Tax Calendar – Important tax due dates for most small businesses
  • Record Retention Guide – Documentation that will help you know how long to retain income tax records and supporting documents. 
  • Residential Clean Energy Credit – Who and what qualifies for this credit as it is different than the energy efficient home improvement credit. 
  • Smartphone Apps for Recordkeeping – Applications that you can download to track your income, expenses and mileage for your business on a mobile device. 
  • Tax Consequences of Getting Married – How does that joyous day affect your upcoming tax return and changes you may want to make.

Resources for Businesses

  • Business Entity – Should you be a sole proprietor, or should you file for an LLC?  Learn the basics here. 
  • Checklist for Hiring Your Minor Child – Learn how to maximize your deductions and the rules to follow for hiring your minor child. 
  • Home Office Basics – Information on how to utilize your home office as a taxable deduction on your tax return.  
  • Legal Deductions Allowable for Your Business-An extensive list of deductions that some people do not think about that are legal deductions for you to take on your business tax return. 
  • New Small Business Guide – Information that will help you in starting and running your small business, including income and expense worksheets.
  • New LLC Guide – Learn what an LLC is and if you should choose to change your federal entity status.  
  • Qualified Business Income Deduction (QBI) – What is it and who can take this deduction.

Worksheets

These worksheets will help you organize all of your income and expenses and will streamline the filing your income tax return.

  • Beauty/Barber Income & Expense Worksheet
  • Business Income & Expense Worksheet
  • Construction Worker Income & Expense Worksheet
  • Day Care Income & Expense Worksheet
  • Farm Income & Expense Worksheet
  • Online Sales Income & Expense Worksheet
  • Truckers Income & Expense Worksheet