Client Guides

The following client guides contain general information for taxpayers and should not be relied upon as the only source of authority. Taxpayers should seek professional tax advice for more information.

1040Tax YearTax Year
Charitable Contributions Guide20252026
Charitable Contributions Noncash Fair Market Value Guide20252026
Charitable Contributions Recordkeeping Requirements20252026
Crowdfunding20252026
Digital Assets20252026
Divorce and Taxes2026
Estimated Taxes20252026
Families With Children20252026
Hobby vs. Business20252026
Multi-State Taxation20252026
New Tax Law Provisions (OBBBA)2026
Sale of a Principal Residence20252026
Tax Scams – Protect Yourself20252026
Taxable Social Security Benefits20252026
Taxpayers Who Receive an IRS Notice20252026
Understanding How the IRS Contacts Taxpayers20252026
What To Do if You Can’t Pay Your Taxes20252026
Withholding – Filling Out Form W-420252026
BusinessTax YearTax Year
Business Entity Comparison Chart20252026
Business Entity Pros and Cons20252026
Business Expenses Worksheet20252026
Business Management Tips20252026
Business Owners – Taking Money Out of a Business20252026
Business use of Home20252026
Daycare Providers Income and Expenses20252026
Employee or Independent Contractor20252026
FinCEN Beneficial Ownership Reporting2025
Form 1099-K20252026
Form 1099-MISC and Form 1099-NEC20252026
Inventory Cost of Goods20252026
Mileage and Expense Log20252026
Recordkeeping for Tax Purposes20252026
Repairs vs. Improvements20252026
Rideshare Drivers20252026
Self-Employment Tax20252026
Short-Term Rentals20252026
Starting a Business2026
Vehicles – Business Use20252026
Estate and TrustsTax YearTax Year
Death of a Taxpayer20252026
Gift Tax20252026
Personal Representatives – Estates20252026
PlanningTax YearTax Year
Early Retirement Distributions – SEPP20252026
Estate Planning, Wills, Probate, and Transfer of Assets20252026
Moving Out Worksheet20252026
Newlyweds Tax Tips20252026
Pension Income Planning20252026
Saving for College20252026
RetirementTax YearTax Year
Individual Retirement Accounts (QCD)2026
Individual Retirement Accounts (RMD)2026