Client FAQ Fact Sheets
One-page tax topic fact sheets covering client's Frequently Asked Questions (FAQs).
Affordable Care Act (Overview & Implications)
Affordable Care Act (How the ACA Affects You)
Affordable Care Act (The Health Insurance Marketplace)
Beneficial Ownership Information (BOI)
Checklist for hiring your minor child
Crowdfunding (tax implications)
Do you owe the IRS (what to do when you owe)
Energy Efficient Home Improvement Credit
Health Reimbursement Arrangements
How Your Tax Return Affects Medicare Premiums
Independent contractor vs. employee
Partnership year-end checklist
Paying your taxes online (IRS Direct Pay)
Planning for the .9% Earned Income Surtax
Planning for the 3.8% Investment Surtax
Qualified Business Income (QBI) Deduction
Recordkeeping for business mileage
Recordkeeping for casual gamblers
Required minimum distributions
Residential Clean Energy Credit
Small corporation year-end checklist
Smartphone apps for tax recordkeeping
Stimulus Payments (all 3 rounds)
Tax consequences of getting married
Volunteer opportunities for families