Work

A farm-return preparation system covering crop and livestock income, farm deductions, equipment, depreciation, inventory, subsidies, insu…

A professional partnership-return system covering intake, capital accounts, allocations, liabilities, Schedule K/K-1, partner reporting, …

A C-corporation preparation and review system covering taxable income, book-tax adjustments, deductions, Schedule M items, NOLs, estimate…

A full S-corporation workflow covering eligibility, elections, shareholder changes, reasonable compensation, distributions, loans, K-1s, …

A free first-pass checklist covering the basic FBAR test, common account types, the $10,000 aggregate threshold, records to gather, commo…

A plain-English operating system for drivers who want to know real profit, track mileage and expenses, prepare for quarterly taxes, compa…

A plain-English FBAR organization system with a step-by-step guide, printable worksheets, currency-conversion tools, and an Excel workboo…

A fixed-asset workflow for basis, placed-in-service dates, MACRS, Section 179, bonus depreciation, listed property, vehicles, amortizatio…

A fiduciary-return system covering fiduciary accounting income, DNI, deductions, distributions, beneficiary K-1s, capital gains, election…

The year’s tax changes explained in plain language.

A practical Form 1040 preparation and review system that connects filing status, dependents, income, deductions, credits, payments, due d…

A professional FBAR compliance workflow for foreign-account intake, maximum-value tracking, ownership and signature authority, joint acco…

A professional reporting system for basis, holding periods, wash and adjustment issues, Form 8949, Schedule D, Form 4797, recapture, inst…

A source-controlled system for screening Trader Tax Status, reviewing Section 475 elections, coordinating Form 3115, separating investmen…

A full-lifecycle real-estate tax system covering acquisition basis, depreciation, passive losses, REPS, entities, K-1s, refinances, repai…

A rental and royalty reporting system covering property intake, income and expenses, depreciation, passive activity limits, real-estate p…

A workflow-driven guide for classifying short-term rentals, deciding Schedule E versus Schedule C, testing material participation and per…

A focused practitioner system for determining Form 8881 eligibility, startup-cost credits, auto-enrollment credits, employer-contribution…

A practitioner guide to SEP, SIMPLE, solo 401(k), employer plans, deductions, deadlines, owner planning, contribution coordination, and r…

A practical tax-preparation system for reconciling 1099-K/NEC and platform income, separating personal and business spending, documenting…

A QBI deduction system for SSTB screening, taxable-income thresholds, W-2 wage and UBIA limits, aggregation, loss carryforwards, REIT/PTP…

A sole-proprietor preparation system for reconciling 1099s and cash receipts, classifying expenses, handling vehicles and home office, co…