Helpful links:

A Guide to Tax Deductions for Home-Based Businesses

Learn which of your home expenses can be tax deductible, how to claim those deductions, and what you can do year-round to optimize tax season.

A Simple Guide to the Many Types of Retirement Accounts

The different types of retirement accounts may feel like an alphabet soup of names, benefits and eligibility. It’s never too late, or too early, to save for retirement. Learning about the savings options available can help you decide if you need to diversify your savings options.

Getting Married: What Newlyweds Need to Know:

Getting married? Have you thought about how it will impact your taxes? You may need to select a tax filing status, adjust your withholding and sell your home.

 Beneficial Ownership Information (BOI)

Beneficial ownership information refers to identifying information about the individuals who directly or indirectly own or control a company. In 2021, Congress passed the Corporate Transparency Act on a bipartisan basis. This law creates a new beneficial ownership information reporting requirement as part of the U.S. government’s efforts to make it harder for “bad actors” to hide or benefit from their ill-gotten gains through shell companies or other opaque ownership structures.

General Instructions for Forms W-2 and W-3 (2023)

Including Forms W-2AS, W-2CM, W-2GU, W-2VI, W-3SS, W-2c, and W-3c

General Instructions for Certain Information Returns (2023)

Forms 1096, 1097, 1098, 1099, 3921, 3922, 5498, and W-2G

IRS Tax Withholding Estimator

Use this tool to estimate the federal income tax you want your employer to withhold from your paycheck.

Whom May I Claim as a Dependent?

This interview will help you determine whom you may claim as a dependent.

Quickbooks Online Test Drive

You can take a test drive of QuickBooks Online by using their sample company demo. It's a great way to dive in and experiment with features and options you might not feel comfortable trying in your own QuickBooks Online account. Feel free to explore and experiment all you like since the demo system doesn't save any of the changes you make. (video below with more information on how this works)

QuickBooks Online: Test Drive, Interface Overview, Chart of Accounts, General Journal