As a client and subscriber to our website, we are happy to provide general information free of charge on the over 100 topics below.

These links will take you to handy multi-page brochures and worksheets that you can read online, print to paper, or download as a PDF.  Please remember that the information offered is general in nature and is, in no way, a substitute for a thorough discussion and analysis based on your particular tax situation.

Call us at (650) 212-1040 or email if you need tax advice and want to discuss any tax topic applicable to your needs and set of circumstances. We are here to serve you!

Alternative Minimum Tax – 2024 (PDF)

Audits – 2024 (PDF)

Business Entity Comparison Chart – 2024 (PDF)

Business Entity Pros and Cons – 2024 (PDF)

Business Expenses Worksheet – 2024 (PDF)

Business Management Tips – 2024 (PDF)

Business Owners – Taking Money Out of a Business – 2024 (PDF)

Business Use of Home – 2024 (PDF)

Buy-Sell Agreements – 2024 (PDF)

Cancellation of Debt – Insolvency – 2024 (PDF)

Capital Gains and Losses – 2024 (PDF)

C Corporation Tax Organizer – 2024 (PDF)

Charitable Contributions Guide – 2024 (PDF)

Charitable Contributions Recordkeeping Requirements – 2024 (PDF)

Charitable Noncash FMV Guide – 2024 (PDF)

Consumer Credit – 2024 (PDF)

Corporation Meeting Requirements – 2024 (PDF)

Cost-Sharing Reduction and the Premium Tax Credit – 2024 (PDF)

Crowdfunding – 2024 (PDF)

Day Care Providers Income and Expenses – 2024 (PDF)

Death of a Taxpayer – 2024 (PDF)

Dependent Support Worksheet – 2024 (PDF)

Digital Assets – 2024 (PDF)

Divorce and Taxes – 2024 (PDF)

Early Retirement Distributions – SEPP – 2024 (PDF)

Education Tax Benefits – 2024 (PDF)

Employee or Independent Contractor – 2024 (PDF)

Employer Insurance Requirement – 2024 (PDF)

Employing Family Members – 2024 (PDF)

Energy and Vehicle Credits – 2024 (PDF)

Estate Planning, Wills, Probate, and Transfer of Assets – 2024 (PDF)

Estate Tax (Form 706) – 2024 (PDF)

Estimated Taxes – 2024 (PDF)

Excess Business Loss and Net Operating Loss (NOL) – 2024 (PDF)

Expense Reimbursements for Employees – 2024 (PDF)

Extending Your Individual Income Tax Return – 2024 (PDF)

Families With Children – 2024 (PDF)

Farm Expenses Worksheet – 2024 (PDF)

Farm Inventory and Accounting Methods – 2024 (PDF)

Farm Vehicles and Fuels – 2024 (PDF)

Filing Status – 2024 (PDF)

Fincen Beneficial Ownership Reporting – 2024 (PDF)

Foreign Bank and Financial Accounts – 2024 (PDF)

Form 1099-K – 2024 (PDF)

Form 1099-MISC and Form 1099-NEC Reporting – 2024 (PDF)

Fringe Benefits – 2024 (PDF)

Gambling Log – 2024 (PDF)

General Engagement Letter – 2024 (PDF)

Gift Tax – 2024 (PDF)

Health Savings Accounts (HSAs) – 2024 (PDF)

High-Income Taxpayers – 2024 (PDF)

Hobby vs. Business – 2024 (PDF)

Household Employees – 2024 (PDF)

Identity Theft and Your Taxes – 2024 (PDF)

Individual Retirement Accounts – Kinds of IRAs and Prohibited Transactions – 2024 (PDF)

Individual Retirement Accounts – Qualified Charitable Distribution (QCD) – 2024 (PDF)

Individual Retirement Accounts – Required Minimum Distributions (RMDs) – 2024 (PDF)

Individual Retirement Accounts – Roth IRAs – 2024 (PDF)

Individual Retirement Accounts – Roth IRA Conversions – 2024 (PDF)

Individual Retirement Accounts – Traditional IRAs – 2024 (PDF)

Individual Retirement Accounts: Beneficiaries of IRAs and Qualified Plans – 2024 (PDF)

Inventory Cost of Goods Sold – 2024 (PDF)

Itemized Deductions – Casualty and Theft Losses – 2024 (PDF)

Itemized Deductions – Homeowners – 2024 (PDF)

Itemized Deductions – Interest Paid – 2024 (PDF)

Itemized Deductions – Medical Expenses – 2024 (PDF)

Itemized Deductions – Taxes Paid – 2024 (PDF)

Kiddie Tax – 2024 (PDF)

Likekind Exchanges – 2024 (PDF)

Limited Liability Companies (LLCs) – 2024 (PDF)

Mileage and Expense Log – 2024 (PDF)

Moving Expenses – 2024 (PDF)

Moving Out Worksheet – 2024 (PDF)

Multi-State Taxation – 2024 (PDF)

Newlyweds Tax Tips – 2024 (PDF)

Partnerships – 2024 (PDF)

Pension Income Planning – 2024 (PDF)

Personal Representatives Estates – 2024 (PDF)

Qualified Business Income Deduction – 2024 (PDF)

Real Estate Professionals – 2024 (PDF)

Recordkeeping for Tax Purposes – 2024 (PDF)

Rental Income and Expense Worksheet – 2024 (PDF)

Rental Income and Expenses – 2024 (PDF)

Rental Real Estate QBI Safe Harbor – 2024 (PDF)

Repairs vs. Improvements – 2024 (PDF)

Retirement Income – 2024 (PDF)

Reverse Mortgages – 2024 (PDF)

Rideshare Drivers – 2024 (PDF)

S Corporations – 2024 (PDF)

Sale of a Principal Residence – 2024 (PDF)

Saving for College – 2024 (PDF)

Saving for Retirement – 2024 (PDF)

Self-Employment Tax – 2024 (PDF)

Short-Term Rentals – 2024 (PDF)

Small Business Health Care Tax Credit – 2024 (PDF)

Social Security and Medicare – 2024 (PDF)

Standard vs. Itemized Deduction – 2024 (PDF)

Starting a Business – 2024 (PDF)

Stock Options – Same Day Sales – 2024 (PDF)

Tax Facts and Figures – 2024 (PDF)

Tax News and Industry Updates – Volume 12, Issue 1(2024) (PDF)

Tax News and Industry Updates – Volume 12, Issue 2 (2024) (PDF)

Tax News and Industry Updates – Volume 12, Issue 3 (2024) (PDF)

Tax News and Industry Updates – Volume 12, Issue 4 (2024) (PDF)

Tax Scams – Protect Yourself – 2024 (PDF)

Taxable Social Security Benefits – 2024 (PDF)

Taxpayers Who Receive an IRS Notice – 2024 (PDF)

Tipped Employees – 2024 (PDF)

Understanding how the IRS Contacts Taxpayers – 2024 (PDF)

Vehicles – Business Use – 2024 (PDF)

What Should You Do if You Can’t Pay Your Taxes? – 2024 (PDF)

Withholding – Filling Out Form W-4 – 2024 (PDF)