Downloadable Tax Topic Handouts

On this page, you will find a selection of free downloadable pamphlets covering basic tax concepts within a variety of topics.  These pamphlets are designed to help you organize information and questions you may have for your tax professional.  We also make a number of other helpful pamphlets available to all of our clients.

One Page Organizer Checklist
One Page Organizer Tax Year 2016.pdf
Adobe Acrobat document [9.0 KB]
Tax Year 2016 In Depth Tax Organizer
Individual Organizer - Tax Year 2016.pdf
Adobe Acrobat document [495.6 KB]
Tips for Newlyweds
Newlyweds_Tax_Tips_2017.pdf
Adobe Acrobat document [638.4 KB]
Rental Property
Rental_Income_and_Expense_Worksheet_2017[...]
Adobe Acrobat document [255.3 KB]
Taxpayers Who Receive an IRS Notice
Taxpayers_Who_Receive_an_IRS_Notice_2017[...]
Adobe Acrobat document [314.1 KB]
Job Expenses for Employees
Itemized_Deductions_-_Job_Expenses_2017.[...]
Adobe Acrobat document [376.0 KB]
Deductible Medical Expenses
Itemized_Deductions_-_Medical_Expenses_2[...]
Adobe Acrobat document [304.8 KB]
Other Deductible Expenses
Itemized_Deductions_-_Miscellaneous_Item[...]
Adobe Acrobat document [599.9 KB]
Identity Theft and Your Taxes
Identity_Theft_and_Your_Taxes_2017.pdf
Adobe Acrobat document [496.5 KB]