Client FAQ Fact Sheets

One-page tax topic fact sheets covering client's Frequently Asked Questions (FAQs).

 

ABLE Accounts

Affordable Care Act (Overview & Implications)

Affordable Care Act (How the ACA Affects You)

Affordable Care Act (The Health Insurance Marketplace)

Alternative Minimum Tax

Back Door Roth IRAs

Beneficial Ownership Information (BOI) 

Business entity choice

Business losses

Business recordkeeping basics

Business Travel

Cancellation of debt

Checklist for hiring your minor child

Cost of goods sold

Crowdfunding (tax implications)

Cryptocurrency

Dependent care options

Do you owe the IRS (what to do when you owe)

Driving for Uber & Lyft

Electric Vehicle Tax Credits

Energy Efficient Home Improvement Credit

Extensions

Fantasy Sports

Federally Declared Disasters

Giving your IRA to charity

Health Reimbursement Arrangements

Home office basics

Household employer checklist

How Your Tax Return Affects Medicare Premiums

HSA basics

Identity Theft

Independent contractor vs. employee

Inherited IRA Choices

IRS Accounts & ID.Me

Medical expense deductions

Opportunity Zone Investments

Partnership year-end checklist

Paycheck Protection Program

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

Record retention

Recordkeeping for business mileage

Recordkeeping for casual gamblers

Rental property tax guide

Required minimum distributions

Residential Clean Energy Credit

Roth conversions

Roth IRAs for Children

Saving for college options

Schedule C year-end checklist

Small corporation year-end checklist

Smartphone apps for tax recordkeeping 

Solo 401(k) Plans

Stimulus Payments (all 3 rounds)

Tax benefits of having kids

Tax implications of divorce

Tax consequences of getting married

Tax Scams

Vehicle Donations

Volunteer opportunities for families

Withholding & Form W-4

Year-end 1040 checklist

1099-NEC Filing Requirements

401(k) Withdrawals