Library

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
  

FORMS:

• Business P & L template & Home office expense
  

2023 Tax Changes

• IRS tax inflation updates for 2023
  
• Tax Brief, Upcoming tax changes, November 2022
  
• FinCen, BOI (Beneficial Ownership Information)
  

2022

• Tax rates, deductions, & credits 2022
  

2021 Tax Changes

• Advanced Child Tax Credit.
  
• IRS Letters 6419 ACTC & 6475 EIP# 3
  

2020 Tax Changes

• Form 8915-E Qualified 2020 Disaster Retirement Distributions & Repayments
  
• $10, 200 Unemployment Income Exclusion
  
• Figuring and Claiming EIC credit in 2020
  

2018 Tax Changes

• How the Tax Cuts & Job Act bill of 2018 affects you

2017 Tax Changes

•  Certified Acceptance Agent (CAA)
• Exemptions 2017 
• Standard Deduction 2017
• Standard Mileage Rates 2017

Individual

• Engagement Letter 2023
• Firefighter Worksheet 
• Medical Expense Worksheet 

Business

• Engagement Letter 2023 
• FREE Income and Expense report 2019 (Excel Spreadsheet, formulas protected) 
• For current year or prior year Excel Business Report template, please request via email.
• Business Income & Expense/ Home Office Expense 
• Vehicle Expense Worksheet 
• Quick Books Bookkeeping Engagement Letter 
• What is an LLC (Limited Liability Company)? 
• LLC Operating Agreement, Member Managed (Sample) 
• Partnership 

IRS Forms

• Form W-9  
• Form W-7 
• 1099- NEC
  
• Form W4