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General

• What is included with full-service tax preparation?
• Tax Package Documents
• Notice Assurance Program
• Filing Status
• Dependent Support Worksheet
• Employee or Independent Contractor
• Withholding – Filling out Form W4
• Multi-State Taxation

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Information for Individuals

• Foreign Bank and Financial Accounts
• Crypto Currency
• Cancellation of Debt and Insolvency
• College Financial Aid Planning
• Higher Education Tax Benefits
• Crowdfunding
• On-Demand Drivers (and gig economy)
• Tipped Employees
• High Income Taxpayers
• Household Employees
• Gambling Log

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Information About Charitable Contributions

• Charitable Contributions Guide
• Charitable Contributions Recordkeeping Requirements
• Charitable Contributions Noncash FMV Guide

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Information About Retirement Accounts

• Types of Retirement Accounts
• Traditional IRAs
• ROTH IRAs

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Information for Self-Employed, Independent Contractors, and Small Business

• Hobby vs. Business
• Employee or Independent Contractor target=”_blank” rel=”noopener noreferrer”
• Business Entity Comparison Chart
• Business Entity Pros & Cons
• Corporation Meeting Requirements
• Business Use of Vehicle
• Mileage & Expense Log
• Business Use of Home

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Information for Special Circumstances

• Divorce and Taxes
• Death of a Taxpayer
• Estate Planning, Wills, and Probate