What are Handouts?

Handouts are updated throughout the year to reflect tax law changes. New handouts are released quarterly.

We have a variety of handouts that serve as a quick reference for various tax topics that may impact you or your business. These handouts are available as a free resource for all of our clients, so please take a look through this list to see if any apply to you

2021 Client Handouts

NEW! American Rescue Plan of 2021
Alternative Minimum Tax
Cancellation of Debt – Insolvency
Capital Gains and Losses
Charitable Contributions Guide
Charitable Contributions Noncash FMV Guide
Charitable Contributions Recordkeeping Requirements
Clergy – Religious Workers
Consumer Credit
Dependent Support Worksheet
Divorce & Taxes
Education Tax Benefits
Estimated Taxes
Extending Your Individual Income Tax Return
Families With Children*
Filing Status
Foreign Bank & Financial Accounts
Gambling Log
Health Care Reform – Cost Sharing Reduction & the Premium Tax Credit
Health Care Reform – Health Insurance Marketplace
Health Savings Accounts (HSAs)
High-Income Taxpayers
Hobby vs. Business
Household Employees
Identity Theft & Your Taxes
Itemized Deductions – Casualty & Theft Losses
Itemized Deductions – Homeowners
Itemized Deductions – Interest Paid
Itemized Deductions – Medical Expenses*
Itemized Deductions – Taxes Paid
Kiddie Tax
Moving Expenses
Multi-State Taxation
Pandemic Relief
Referrals Appreciated
Sale of a Principal Residence
Standard vs. Itemized Deduction
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 Retirement Accounts – Backdoor Roth IRA
Individual Retirement Accounts – Beneficiaries of IRAs and Qualified Plans
Individual Retirement Accounts – Kinds of IRAs and Prohibited Transactions
Individual Retirement Accounts – Qualified Charitable Distribution (QCD)
Individual Retirement Accounts – Required Minimum Distributions (RMDs)
Individual Retirement Accounts – Roth IRAs
Individual Retirement Accounts – Traditional IRAs
Retirement Income
Reverse Mortgages
Saving for Retirement
Social Security and Medicare

College Financial Aid Planning
Early Retirement Distributions – SEPP
Estate Planning, Wills, Probate, & Transfer of Assets
Financial Planning Guide
Moving Out Worksheet
Newlyweds Tax Tips
Pension Income Planning
Saving for College

Business Entity Comparison Chart
Business Entity Pros & 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
Corporation Meeting Requirements
Daycare Providers Income & Expenses
Employee or Independent Contractor*
Excess Business Loss & Net Operating Loss (NOL)
Expense Reimbursements for Employees
Farm Expenses Worksheet
Farm Income Worksheet
Farm Inventory & Accounting Methods
Farm Vehicles & Fuels
Form 1099-MISC & Form 1099-NEC Reporting
Fringe Benefits
Health Care Reform – Employer Insurance Requirement
Inventory Cost of Goods Sold
Limited Liability Companies (LLCs)
Marketing Your Business
Mileage & Expense Log
On-Demand Drivers
Qualified Business Income Deduction
Real Estate Professionals
Recordkeeping for Tax Purposes
Rental Income & Expense Worksheet
Rental Income & Expenses
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

Death of a Taxpayer
Estate Tax (Form 706)
Gift Tax

• C Corporation Tax Organizer
• General Engagement Letter for Individual Tax Preparation
• Individual Taxpayer Organizer*
• Individual Taxpayer Organizer – Rental Property
• Individual Taxpayer Organizer – Sole Proprietorship
• LLC Tax Organizer
• Paid Preparer Due Diligence Checklist
• Partnership Tax Organizer
• S Corporation Tax Organizer