2024 Client Handouts

Filing season is right around the corner.  Here are shortcut links to our most popular client hand-outs... all updated for tax year 2024.

 All of our tax year 2024 content is ready to share with your clients.  If you are sharing via my1040pro, then you can skip this page (because your my1040pro webpage updates automatically when we make changes to the forms).  As always, my1040pro is included with your subscription. 

 

Here are the links to dowload some our most popular handouts: 

Year-End Newsletter (4-pages)

Tax Essentials Newsletter (2-Pages)

1040 Checklist (1-Page)

Income Tax Organizer Worksheet (2-Pages)

Tax Deduction Finder (4-Pages)

Farm Organizer (4-Pages)

Small Business Year-End Letter

Year-End Corporation Letter

 

New Products:

Federally Declared Disasters

Back Door Roth IRAs

 

All of our New Business Guides are updated with BOI content too:

New Business Guide (sole proprietor)

New Corporation Guide 

New LLC Guide

BOI Fact Sheet