Tax Forms that Arrive in the Mail

Depending upon your client's individual situation, he may or may not receive a lot of tax-related forms in the mail this year. Clients who work for more than one employer can expect to receive a W-2 from each business by the end of January. If they have investments...more

Featured Articles

Watch out for These Common Mistakes come Tax Season

Check out the mistakes that are most often made that the IRS catches!..more

Which Form to File?

Can you get away with filing the 1040EZ for your client, or do you need to use the 1040 long form? This article can help...more

Choosing Standard or Itemized Deductions

There is a very simple way to determine if you should itemize your client's deductions - if the combined total of her itemized deductions is greater than the standard deduction for her filing status, then do it!..more

Filing Status

There are five basic filing statuses that you can choose to represent your client's situation at tax time. Which does she qualify for and which yields the highest tax savings? Find out!

The Non-Tax Paying Crowd

right? Unfortunately, a client may have thought so! Explain to him why that option may be more troble than it is worth.

Calculating Personal and Dependent Exemptions

Just one exemption can reduce your client's taxable income by $2,750. Read on to learn more about this credit's criteria.

College Grads

Those newly graduated from college and starting out into the wide wide world can take comfort in the fact that the tax code can help them out in the areas of paying off student loans as well as relocating to their new jobs?

Types of Tax Professionals

Not all tax professionals are the same. Different types of tax professionals have different educational requirements and different bases of knowledge. Not all can represent a client in an audit either.

Tax FAQs

FAQs About Tax Forms

Tax Form FAQs will help you understand which forms to use to file. It will also explain which forms will be sent to your client by employers, brokerage houses, etc.

FAQs for Filing Returns

If you want to know whether your client is at risk for paying tax penalities for filing an extension, or whether you need to file a return for a deceased relative of a client, Filing Returns FAQs can help.

FAQs on Recordkeeping

This article contains FAQs on which records your client should keep for claiming credit for childcare expenses, records to keep for claiming home improvement expenses and other key record-keeping issues.

Tax Tips

How to Fill Out Your W-2?

Tell your client to strive to be accurate. Your client may face a $500 penalty if you end up having too little tax withheld. If he doesn't file this form with his employer, the employer will have to withhold taxes at the highest rate...More