Client Handouts

Personal Taxes

Business Taxes

Cancellation of Debt – Insolvency Business Expenses Worksheet
Charitable Contributions Record-keeping Requirements Business Owners – Taking Money Out of a Business
Divorce and Taxes Business Use of Home
Education Tax Benefits Day Care Providers Income and Expenses
Families With Children Employee or Independent Contractor
High-Income Taxpayers Form 1099-MISC and Form 1099-NEC Reporting
Identity Theft and Your Taxes Mileage and Expense Log
Itemized Deductions – Homeowners Real Estate Professionals
Standard vs. Itemized Deduction Record-keeping for Tax Purposes
Sale of a Principal Residence Rental Income and Expenses
Tax Scams – Protect Yourself Rental Income and Expense Worksheet
Taxpayers Who Receive an IRS Notice Repairs vs. Improvements
Virtual Currency (Cryptocurrency) Starting a Business
What Should You Do if You Can’t Pay Your Taxes? Clergy & Religious Workers


Estates & Trusts Taxes

Retirement Income Death of a Taxpayer
IRA’s – Required Minimum Distributions (RMDs) Gift Tax
Reverse Mortgages Estate Tax (Form 706)
Social Security and Medicare Personal Representatives – Estates
Saving for Retirement Estate Planning, Wills, Probate, and Transfer of Assets
IRA’s – Traditional IRAs
IRA’s: Beneficiaries of IRAs and Qualified Plans

These brochures contains 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. Copyright © 2022 Tax Materials, Inc. All Rights Reserved