Information Center

This organizer is suitable for clients that are not itemizing their deductions and DO NOT have rental property or self-employment expenses.

You can use this to prepare for your tax appointment for the 2020 tax year. It can be used for other years, but do to tax changes it may not be as accurate.

This organizer is suitable for clients that are itemizing their deductions and DO NOT have rental property or self-employment expenses.

You can use this to prepare for your tax appointment for the 2020 tax year. It can be used for other years, but do to tax changes it may not be as accurate.

Use this organizer for partnerships and incorporated business entities.

You can use this to prepare for your tax appointment for the 2020 tax year. It can be used for other years, but do to tax changes it may not be as accurate.

This organizer includes the information included in the basic organizer, plus entries for itemized deductions, rental properties and self-employment expenses.

You can use this to prepare for your tax appointment for the 2020 tax year. It can be used for other years, but do to tax changes it may not be as accurate.

Get the latest information on various tax topics. This includes information on the recent tax extenders and other info.

The Pocket Tax Guide is released each year and contains information relevant to current tax issues. It has all of the information pertinent to the current tax year in one document for your reference.

The Alternative Minimum Tax (AMT) was implemented to prevent higher earning taxpayers from exploiting certain tax deductions.  It limits the ability for those taxpayers to use certain deductions.  In recent years the tax has affected a larger number of taxpayers due to the fact it was not indexed for inflation.  There are things to consider to reduce the impact on your tax return.

Charitable donations are a great way to gain a tax benefit from your generosity.  There are some things to keep in mind while making those donations.

Educational expenses are one of the biggest expenses encountered by families.  Learn more about the Coverdell Savings Account.

If you suffer a loss due to disaster or another incident, you may be able to claim a casualty loss on your tax return.  You don't just have to rely on insurance.  This may help offset the cost of recovery.  There are a number of things to consider.

Today's criminals are becoming more sophisticated in their methods for obtaining your personal information.  Identity Theft reports are at a all time high.  You can protect yourself from falling into the trap.  One common tactic is to create a sense of urgency while on the phone.  An imposter will lead you to believe they work for the IRS and if you settle the balance due immediately you will avoid further actions by the IRS.  The truth is that the IRS will never contact you initially to collect a debt.  This brochure will help you recognize the signs to watch for.

The IRS and State Revenue agencies encourage tax filers to utilize the E-File service.  It allows them to receive tax documents electronically.  There are a number of advantages.  This reduces the risk of data entry errors and speeds the refund process.  It can be accomplished through an Authorized E-File provider or through certain tax software programs.

There are certain tax benefits to owning your own home.  There are certain limitations that you should be aware of so that you can take full advantage of these.

There are certain circumstances when an individual you hire to perform tasks around the house may be considered a Household Employee.  This brochure helps you understand the rules and how to determine if you fall into this category.

Where do I begin?  It can be confusing trying to figure out what will affect your taxes and if you are keeping the correct documentation.  Items like investments and home ownership can affect your taxes.  This brochure will help you organize your thoughts and help you understand how to prepare for your tax return.  The time to prepare is not a few days before the filing deadline.

What type of records should I keep?  How long should I keep my records?  Do I really need to keep copies of my returns and receipts? 

These are all great questions and important to consider.  One of the best things you can do to protect yourself is to keep good records and keep them safe.  In the event the IRS questions a deduction or the amount of your income you will find having the proper documentation a life saver.   The pain of having a deduction disallowed is more painful than having to pay the tax in the first place.

The law says that you should be paying taxes on your earnings.  It doesn't say that you should pay more than your share.  There are things you can do to reduce your tax bill.  This brochure will help you understand those items.

If you are self employed or have income from a partnership chances are good that you should be making quarterly estimated payments.  Overlooking this issue could lead to a big surprise at tax time and a healthy tax bill.

It makes sense to take a few minutes to determine if the rules apply to you.

Long term tax and financial planning can make the difference in your financial future.  Making the right choice in college funding plan or choosing the right type of retirement strategy can have huge impacts.  The rate of return on an investment is not the only consideration.  If there is also a tax advantage, the return could be greater than just making the decision based on the interest rate.

Should you invest in a Roth or Traditional IRA?  Can I get a tax benefit from funding an IRA?  When should I start funding my IRA?

These are all great questions and the answers vary depending on your personal situation.  This brochure will help you understand the complexities of planning your retirement savings.

As a member of an airline flight crew you have a number of tax deductible expenses that are unique to your career.  These are in addition to the standard job related items that are typically deducted. This brochure will help you identify all of the tax deductible items that you may want to consider.

Business Professionals have a variety of job related expenses which are tax deductible.  The obvious items like business travel and car and truck expenses are commonly used, but there are a lot of other options.  The expense must be ordinary and necessary.  This brochure will help organize your thoughts and help you determine any expenses that you may have been missing.

As a member of the clergy you have a number of unique tax deductible items.  This brochure helps identify those items along with the standard items.

As a Day Care Provider you may have some job related expenses that you have not considered as tax deductible.  This brochure will help you identify the job specific items along with the standard deductible items.

As an Educator you most likely are spending your own money on job related expenses.  These expenses may be deductible if they are "ordinary" and "necessary".  This brochure will help you understand which expenses are deductible.

Entertainers have a unique set of deductions due to the nature of their business.  Some of these tax deductions may be overlooked.  This brochure will help identify the deductions that may be utilized to reduce the tax due.

Firefighters have a set of unique deductions that may be overlooked.  This brochure will help you identify those unique items in addition to the standard deductions.

As a Medical Professional there are a number of unique tax deductions in addition to the standard items that you may be overlooking.  This brochure will help you take advantage of every possible item.

If you are unsure of what you can deduct or just want to make sure you aren't missing any deductions this brochure should help you organize your plan.

As a Peace Officer you may not be taking advantage of all of the deductible expenses you incur.  This Brochure will help clarify the various items that can legitimately be deducted.

Realtors have a unique set of deductions and strategies to help cut their tax bill.  This brochure will provide a good starting point.

Have you considered all of the potential deductions that you might be able to claim as a Sales Rep?  This brochure will help you identify any missing deductions.

Employees that work from home and do not have a permanent office have some unique deductions.  This brochure will help you identify what you may be able to deduct on your tax return.

One of the biggest things waiters and waitresses need to consider from a tax standpoint is their tip income.&; Proper record keeping is essential to prevent problems.&; This brochure explains further.