We are pleased to offer you some simple, quick reading guides, for your educational use:

Personal Tax Information Guide

• Buying and Selling Capital Assets – Capital Gains (PDF)
• Canceling a Personal Debt – How this Affects your Taxes (PDF)
• Charitable Contributions Bookkeeping Requirements (PDF)
• Charitable Contributions Guide (PDF)
• Credits – Child Tax Credit – Families with Children (PDF)
• Deductible Interest Allowed (PDF)
• Deductible Taxes Paid (PDF)
• Dependent Support Worksheet (PDF)
• Standard vs Itemized Deductions (PDF)
• Withholding – How to fill out Form W-4 (PDF)
• Filing Status – Divorce and Taxes (PDF)
• Filing Status – Filing Status Explained (PDF)
• Hobby vs Business (PDF)
• Homeowner Related Tax Deductions (PDF)
• How to Report Tipped employees (PDF)
• Kiddie Tax – Your children’s earnings (PDF)
• Deductible Medical Expenses (PDF)
• Health Savings Accounts (HSAs) (PDF)
• HELP – I can not pay my taxes – What to do (PDF)
• Sale of a Personal Residence (PDF)
• Newlyweds – Tax Tips to get you Started (PDF)

College Planning

• Financial Aid Planning for College Students (PDF)
• Saving for College (PDF)
• Credits – Education Tax Benefits (PDF)

Planning for Retirement – Already There – Information Guide

• Planning for Retirement – Already There – Information Guide (PDF)
• IRA’s Qualified Charitable Contributions (PDF)
• Social Security Benefits – How it could affect your Retirement Goals (PDF)
• Social Security and Medicare can Affect your Retirement (PDF)
• Understanding what is a ROTH IRA (PDF)
• Understanding what is a TRADITIONAL IRA (PDF)
• Required Minimum Distributions (RMD) (PDF)

Protecting your Loved Ones

• Financial Planning for you and your Family (PDF)
• How to protect your Pension for you and your family (PDF)
• Tax Scams – How to Protect Yourself (PDF)

Death of a Loved One and Gift Planning

• Death of a Loved One (PDF)
• Gifts from you to another person or organizations (PDF)

Organization for your Business

• Business Entity Comparison Chart (PDF)
• Business Management Tips (PDF)
• Limited Liability Companies (LLC’s) (PDF)
• Marketing Your Business (PDF)
• Starting a Business (PDF)

Business Related information Guide

• Form 1099 – Definition of and How it Needs to be Reported on your Tax Return (PDF)
• How to Market your Business – Successful tips on how generate potential growth in your Company (PDF)
• How to Report Rental Income and Expenses on Schedule E (PDF)
• Limited Liability Companies (LLC) – Is it Beneficial for you (PDF)
• Mileage and Expenses (PDF)
• On-Demand Drivers (Ridesharers) – Ways to keep track of your expenses for Reporting Purposes (PDF)
• Recordkeeping for Tax Purposes- What documents you should be keeping (PDF)
• Rental Income and Expense Worksheet (PDF)
• Short Term Rentals of Personal Property (PDF)
• Tracking your Business Miles- Keeping a Detailed Log (PDF)
• Understanding Business Use of Home (PDF)
• What Kind of Employee are you – Definition of Employee or Independent Contractor (PDF)
• What Type of Business do you want to be In – IRS Classifications (PDF)
• What you need to know to Start your own Business (PDF)