Resources

Checklists, guides, and straight answers

Informed clients make better decisions. Download or print our tax checklists and guides, then explore the frequently asked questions and practical tips below.

Checklists & Guides

Each resource opens as its own page with a Download PDF button and a Print button that formats a clean, complete printout with our firm name at the top.

Checklist

Individual Tax Document Checklist

Every document to gather before your individual return is prepared — income, deductions, credits, and prior-year records.

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Checklist

Schedule C Sole Proprietor Checklist

Income, cost of goods sold, operating expenses, vehicle, home office, and assets — for sole proprietors and single-member LLCs.

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Guide

What to Do When You Get an IRS Letter

A calm, step-by-step response plan for IRS and state notices — and when to call an Enrolled Agent for representation.

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Frequently Asked Questions

Tax Tips Worth Keeping

Make quarterly estimated payments if you are self-employed — April surprises are usually avoidable.

Keep business and personal finances in separate accounts from day one.

Save receipts for capital improvements to rental property separately from repairs.

The IRS never initiates contact by phone, text, or email demanding payment — that is a scam.

An S-corp election can save taxes, but only after the numbers justify the added payroll costs.

File on time even if you cannot pay — the failure-to-file penalty is far steeper than failure-to-pay.

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Checklists, guides, and straight answers