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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

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

Information About Charitable Contributions

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

Information About Retirement Accounts

Types of Retirement Accounts
Traditional IRAs
ROTH IRAs

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

Information for Special Circumstances

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

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