Handouts


pdf– Acrobat Reader Required Click here to let us know about a topic you would like to see addressed.

Miscellaneous

Identity Theft and YourTaxes 2019.pdf
Newlyweds Tax Tips 2019.pdf
Financial Planning Guide 2019.pdf
Health Savings Accounts HSAs 2018.pdf
Health Care Reform State Health Insurance Exchanges 2019.pdf
What to do if you can’t pay your taxes.pdf
NEW CLIENT DROP OFF SHEET.doc
Additional questions for Taxpayers who did not have required minimum health coverage.docx
RETURNING CLIENTS drop off sheet.doc
 
 

Children, Education, and Taxes

Saving_for_College_2019.pdf
Education_Tax_Benefits_2019.pdf
College_Financial_Aid_Planning_2019.pdf
Kiddie_Tax_2018 hand out.pdf
Dependent_Support_Worksheet_2019.pdf
Families_With_Children_2019.pdf
 
 

 Death and Taxes

Estate_Planning_Wills_Probate_and_Transfer_of_Assets_2019.pdf
Death_of_a_Taxpayer_2019.pdf
Filing_Status_2019.pdf
 
 

Divorce and Taxes

Divorce_and_Taxes_2019.pdf
Filing_Status_2019.pdf
 
 

Individuals and Taxes

Tax_Cuts_and_Jobs_Act_-_Individuals_2019.pdf
Itemized_Deductions_-_Interest_Paid_2019.pdf
Individual_Retirement_Accounts_-_Roth_IRAs_2019.pdf
Charitable_Cash_Donation_Tracker_2018 hand out.pdf
Filing_Status_2019 (1).pdf
Rental_Income_and_Expenses_2019.pdf
Recordkeeping_for_Tax_Purposes_2019.pdf
Capital_Gains_and_Losses_2019.pdf
Charitable_Noncash_FMV_Guide_2019.pdf
Impact of Tax Bill-Mass Mutual hand out.pdf
Individual_Retirement_Accounts_-_Backdoor_Roth_IRA_2019.pdf
Itemized_Deductions_-_Medical_Expenses_2019.pdf
Individual_Retirement_Accounts_-_Kinds_of_IRAs_and_Prohibited_Transactions_2019.pdf
Cancellation_of_Debt_-_Insolvency_2018.pdf
 
 

New Business, Sole Proprietors, Corps, LLC and Partnerships

Form_1099-MISC_Miscellaneous_Income_Reporting_2019.pdf
Mileage_and_Expense_Log_2019.pdf
Uber and Lyft Drivers_2019.pdf
Tax_Cuts_and_Jobs_Act_-_Qualified_Business_Income_Deduction_2019.pdf
Real_Estate_Professionals_2019.pdf
Business_Expenses_Worksheet_2019.pdf
Business_Financing_-_Dont_Intermingle_Funds_2019.pdf
Fringe_Benefits_2019.pdf
Limited_Liability_Companies_LLCs_2019.pdf
Expense_Reimbursements_for_Employees_2019.pdf
Business_Use_of_Home_2019.pdf
Partnerships_2019.pdf
Employee_or_Independent_Contractor_2019.pdf
Repairs_vs._Improvements_2019.pdf
Buy-Sell_Agreements_2019.pdf
Self-Employment_Tax_2019.pdf
Day_Care_Providers_Income_and_Expenses_2019.pdf
Health_Care_Reform_-_Employer_Insurance_Requirement_2019.pdf
Business_Entity_Pros_and_Cons_2019.pdf
Business_Owners_-_Taking_Money_Out_of_a_Business_2019.pdf
Starting_a_Business_2019.pdf
S_Corporations_2019.pdf
Corporation_Meeting_Requirements_2019.pdf
Small_Business_Health_Care_Tax_Credit_2019.pdf
Inventory_Cost_of_Goods_Sold_2019.pdf
Business_Management_Tips_2019.pdf
Business_Entity_Comparison_Chart_2019.pdf
 
 

Rentals

Rental_Income_and_Expense_Worksheet_2019.pdf
Rental_Income_and_Expenses_2019 (1).pdf
Business_Use_of_Home_2019 (1).pdf
Repairs_vs._Improvements_2019 (1).pdf
 
 

Retirement and Other Savings Accounts

Individual_Retirement_Accounts_-_Roth_IRAs_2019 (1).pdf
Individual_Retirement_Accounts_-_Backdoor_Roth_IRA_2019 (1).pdf
Individual_Retirement_Accounts_-_Kinds_of_IRAs_and_Prohibited_Transactions_2019 (1).pdf
Tax_Cuts_and_Jobs_Act_-_Retirement_and_Other_Savings_Accounts_2019.pdf
Roth record.pdf
IRA contribution record.pdf
IRA distribution record.pdf
Social_Security_and_Medicare_2019.pdf
Individual_Retirement_Accounts_-_Required_Minimum_Distributions_RMDs_2019.pdf
Reverse_Mortgages_2019.pdf
Retirement_Income_2019.pdf
 
 

Seniors and Taxes

Social_Security_and_Medicare_2019.pdf
Individual_Retirement_Accounts_-_Required_Minimum_Distributions_RMDs_2019.pdf
Reverse_Mortgages_2019.pdf
Retirement_Income_2019.pdf