Form W-4
Employee’s Withholding Allowance Certificate
Form W-9
Request for Taxpayer Identification Number and Certification
2016 Form 1040-ES
Estimated Tax for Individuals
Form 8822
Change of Address (For Business)
Tax Topics Handouts and Brochures
Below are several handouts and brochures discussing various topics related to tax issues. We hope you find these helpful. If you wish to discuss anything more specific to your situation, please contact us!
- Alternative Minimum
- TaxAudits
- Business Entity Comparison Chart
- Business Entity Pros and Cons
- Business Expenses Worksheet
- Business Financing – Don’t Intermingle Funds
- Business Management Tips
- Business Owners – Taking Money Out of a Business
- Business Use of Home
- Buy – Sell Agreements
- Cancellation of Debt – Insolvency
- Capital Gains and Losses
- Charitable Cash Donation Tracker
- Charitable Contributions Guide
- Charitable Noncash FMV Guide
- Clergy – Religious Workers
- College Financial Aid Planning
- Consumer Credit
- Corporation Meeting Requirements
- Crowdfunding
- Day Care Providers Income and Expenses
- Death of a Taxpayer
- Dependent Support Worksheet
- Divorce and Taxes
- Early Retirement Distributions
- Education Tax Benefits
- Employee or Independent Contractor
- Estate Planning, Wills, Probate, Transfer of Assets
- Estate Tax (Form 706)
- Estimated Taxes
- Expense Reimbursements for Employees
- Families With Children
- Farm Expenses Worksheet
- Farm Income Worksheet
- Farm Vehicles and Fuels
- Filing Status
- Financial Planning Guide
- Foreign Bank and Financial Accounts
- Fringe Benefits
- Gambling Log
- Gift Tax
- 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
- Health Savings Accounts (HSAs)
- High-Income Taxpayers
- Hobby vs. Business
- Household Employees
- Identity Theft and Your Taxes
- Individual Retirement Accounts Kinds of IRAs and Prohibited Transactions
- Individual Retirement Accounts Roth IRAs
- Individual Retirement Accounts Traditional IRAs
- Inherited IRAs
- Inventory Cost of Goods Sold
- Itemized Deductions Casualty and Theft Losses
- Itemized Deductions Taxes Paid
- Kiddie Tax
- Limited Liability Companies (LLCs)
- Marketing Your Business
- Mileage and Expense Log
- Moving Expenses
- Moving Out Worksheet
- Multi-State Taxation
- Newlyweds Tax Tips
- Partnerships
- Pension Income Planning
- Real Estate Professionals
- Recordkeeping for Tax Purposes
- Referrals Appreciated
- Rental Income and Expense Worksheet
- Rental Income and Expenses
- Repairs vs Improvements
- Retirement Income
- S Corporation Tax Organizer
- S Corporations
- Sale of a Principal Residence
- Same-Sex Married Couples
- Saving for College
- Saving for Retirement
- Self-Employment Tax
- Small Business Health Care Tax Credit
- Social Security and Medicare
- Standard vs Itemized Deduction
- Starting a Business
- 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
- Vehicles – Business Use
- What Should You Do if You Cannot Pay Your Taxes
- Withholding – Filling Out Form W-4