This “no charge” resource may help answer the difficult tax and financial questions US citizens and residents abroad generally have. If you have additional questions don’t hesitate to contact me.

Tax Guides for Individuals

In this section I cover a variety of tax issues individuals face.  Whether you just started your first job or are planning your estate for loved ones I can help you through the process.  Here’s just a fraction of my individual tax guides:

  • Savings for Retirement / Estate Planning
  • Itemized Deductions
  • Stocks
  • Marriage & Taxes
  • Charities
  • Basic Tax Information
  • Tax Trouble
  • Children and Taxes
  • Social Security & Medicare
  • College
  • Healthcare

Tax Guides for Businesses

Businesses face unique challenges with their finances and keeping meticulous tax records can help you avoid trouble down the line.  We have guides available in the following business tax categories:

  • Starting a New Business
  • Business and Healthcare
  • Business Entities
  • Business Expenses
  • Business Financing
  • Farm Specific Tax Issues

Tax Newsletters

Read an ongoing collection of industry newsletters which cover the most recent updates and changes to the US Tax Code.

Online Tax Guides

Guide to the 1040EZ Tax Form

6 Common Taxpayer Mistakes