CA Tax & Finance Services

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

1040
• NEW! American Rescue Plan of 2021
• Alternative Minimum Tax
• Audits
• 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
• Crowdfunding
• 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

RETIREMENT
• 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

PLANNING
• 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
• 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
• Partnerships
• 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

ESTATE & TRUSTS
• Death of a Taxpayer
• Estate Tax (Form 706)
• Gift Tax

ORGANIZERS (NOT YET AVAILABLE)
• 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