Tax Resources
- Why E-file
- What to Bring
- Client Interview Form
- Track my refund
- Charitable Contributions- Non cash Reference guide
- Child & Dependent Care Credit
- 1099 MISC/NEC Forms, what you need to know?
- Jan 31st Deadline: 1099s/W2 forms
- Crypto/ Virtual Currencies Tax Treatments
NEWSLETTERS
FORMS:
- Individual
- Engagement Letter 2025
- New Client Intake Form 2025
- Estimated Tax Payments: EFTPS /NCDOR instructions
- Home Sale Form
- Firefighter Worksheet
- Medical Expense Worksheet
Business- Engagement Letter 2025
- FREE Income and Expense report 2025 (Excel Spreadsheet, formulas protected)
- Please save a blank template so you can use them every year.
- Facebook Income & Expense template instruction
- Business Income & Expense/ Home Office Expense
- Home Office Use (Must be Exclusive)
- Vehicle Expense Worksheet
- Rental Income & Expense report
- Quick Books Bookkeeping Engagement Letter
- What is an LLC (Limited Liability Company)?
- LLC Operating Agreement, Member Managed (Sample) You can also use CHATGPT
- All About LLC, S Corp, Partnership
- S Corp / Partnership Intake Form
- Partnership Organizer
- Partnership
IRS Forms
- IRS tax inflation updates for 2023
- Tax Brief, Upcoming tax changes, November 2022
- FinCen, BOI (Beneficial Ownership Information)
2022
2021 Tax Changes
2020 Tax Changes
2018 Tax Changes
2017 Tax Changes
2017 Tax Changes
- Certified Acceptance Agent (CAA)
- Exemptions 2017
- Standard Deduction 2017
- Standard Mileage Rates 2017