Taxes & Finance
16 checklists
Tax filing guides, deduction checklists, and financial document preparation for individuals and businesses.
IRS Form 1226: Tax Examination Response and Audit Guide
Successfully manage an IRS income tax examination and respond to findings on Form 1226. This checklist covers document preparation, meeting protocols, and the appeals process.
Amended Tax Return: Filing Form 1040-X
A guide to filing an amended federal tax return using Form 1040-X, including when to amend, how to complete the form, and what to expect after filing.
Capital Gains Tax: Short-Term vs Long-Term
A guide to understanding capital gains tax rates, calculating gains and losses, reporting investment sales, and strategies for reducing your capital gains tax bill.
Cryptocurrency Tax Reporting: IRS Requirements
A guide to reporting cryptocurrency transactions on your tax return, including taxable events, cost basis calculations, Form 8949 reporting, and common mistakes to avoid.
Federal Tax Filing: Form 1040 Step by Step
A step-by-step guide to filing your federal income tax return using Form 1040, covering income reporting, deductions, credits, and submission.
Foreign Income Reporting: FBAR and FATCA Guide
A guide to reporting foreign income, bank accounts, and financial assets for US taxpayers, including FBAR filing, FATCA compliance, and the Foreign Earned Income Exclusion.
Home Office Deduction: Qualifying and Calculating
A guide to qualifying for and calculating the home office deduction, including the simplified and regular methods, qualifying criteria, and common mistakes to avoid.
IRS Payment Plan: Installment Agreement Setup
A guide to setting up an IRS installment agreement when you can't pay your full tax bill, including payment plan types, application process, costs, and alternatives.
Quarterly Estimated Taxes: Payment Schedule
A guide to calculating, scheduling, and paying quarterly estimated taxes, including who must pay, how to calculate amounts, and how to avoid underpayment penalties.
Self-Employment Tax Guide: Schedule SE Filing
A guide to calculating and filing self-employment taxes, including Schedule SE, deductible business expenses, and quarterly payment obligations.
Small Business Tax Prep: Deductions and Forms
A guide to preparing small business tax returns, covering entity-specific forms, key deductions, payroll tax obligations, and filing requirements.
State Tax Filing: Requirements by Situation
A guide to understanding and filing state income tax returns, including residency rules, multi-state filing, and state-specific deductions and credits.
Tax Audit Preparation: Documentation and Response
A guide to preparing for and responding to an IRS audit, including organizing documentation, understanding your rights, and managing the audit process from start to finish.
Tax Deductions: Common Write-Offs to Claim
A guide to commonly missed tax deductions for individuals, including itemized deductions, above-the-line deductions, and situation-specific write-offs that can lower your tax bill.
Tax Extension Filing: Form 4868 Guide
A guide to filing a tax extension using Form 4868, including deadlines, payment requirements, state extension rules, and what to do after the extension is granted.
Tax Professional Selection: CPA vs EA vs Attorney
A guide to choosing the right tax professional for your situation, comparing CPAs, Enrolled Agents, and tax attorneys, including credentials, costs, and when to hire each type.
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