Client Handouts Listing


Here are some handouts (PDF format) for various tax & accounting needs – check back for new additions and updates.  To open the PDFs in a new window, use ‘Ctrl + Left Click’ or ‘Shift + Left Click’.

Some handouts default to landscape mode to accommodate columns but most are portrait layout and easy to read.

Feel free to share!  If you have any thoughts/questions on the handouts, please contact me via the comment form at the bottom of the page.

Most Popular:

Business Entity Comparison Chart

Business Entity Pros and Cons

Business Use of Home

Charitable Noncash Fmv Guide

Estimated Taxes

Expense Reimbursements For Employees

Families With Children

Health Care Reform Premium Assistance Credit

Itemized Deductions Homeowners

Rental Income And Expenses

Tax Scams – Protect Yourself

tax-organizer-smead-accordion1

Organizers:

C Corporation Tax Organizer

Health Care Organizer

LLC Tax Organizer

Partnership Tax Organizer

S Corporation Tax Organizer

 

Affordable Care Act (Obama Care):

Health Care Reform Cost Sharing Subsidy For Individuals With High Deductible Planshealth-care

Health Care Reform Employer Insurance Requirement

Health Care Reform Individual Insurance Requirement

Health Care Organizer

Health Care Reform Premium Assistance Credit

Health Care Reform State Health Insurance Exchanges

 

Business Entities:business-entity

Business Entity Comparison Chart

Business Entity Pros and Cons

Business Expenses Worksheet

Business Financing Don’t Intermingle Funds

Business Management Tips

Business Owners Taking Money Out Of a Business

Business Use of Home

C Corporation Tax Organizer

Corporation Meeting Requirements

Employee or Independent Contractor

Expense Reimbursements For Employees

Limited Liability Companies (LLCs)

LLC Tax Organizer

Marketing Your Business

Mileage and Expense Log

Partnerships

Partnership Tax Organizer

Recordkeeping For Tax Purposes

S Corporations

S Corporation Tax Organizer

Small Business Health Care Tax Credit

Starting a Business

Vehicles – Business Use

donation-box-wide

Charities/Donations:

Charitable Cash Donation Tracker

Charitable Contributions Guide

Charitable Noncash Fmv Guide

 

Education:education

College Financial Aid Planning

Education Tax Benefits

Itemized Deductions Education Expenses

Saving for College

 

Farming:farm

Farm Expenses Worksheet

Farm Income Worksheet

Farm Vehicles and Fuels

 

 

itemized_deduction_aschecky

 

Itemized Deductions

Standard vs Itemized Deduction

Itemized Deductions: Casualty and Theft Losses

Itemized Deductions: Education Expenses

Itemized Deductions: Homeowners

Itemized Deductions: Interest Paid

Itemized Deductions: Job Expenses

Itemized Deductions: Medical Expenses

Itemized Deductions: Miscellaneous Itemized Deductions

Itemized Deductions: Taxes Paid

 

Retirement & Retirement Plans:

Early Retirement Distributions

Individual Retirement Accounts: Kinds of IRAs and Prohibited Transactionsretirement-clipart-di6kpa5i9

Individual Retirement Accounts: ROTH IRAs

Individual Retirement Accounts: Traditional IRAs

Inherited IRAs

Pension Income Planning

Retirement Income

Saving for Retirement

Social Security and Medicare

Taxable Social Security Benefits

 

 

other-misc

Specialized Areas / Concerns:

Buy-Sell Agreements

Cancellation of Debt / Insolvency

Clergy / Religious Workers

Consumer Credit

Crowdfunding

Day Care Providers: Income and Expenses

Death of a Taxpayer

Divorce and Taxes

Employee or Independent Contractor

Estate Planning, Wills, Probate, and Transfer of Assets

Foreign Bank and Financial Accounts

Gambling Log

Gift Tax

Health Savings Accounts

High Income Taxpayers

Hobby vs Business

Household Employees

Identity Theft and Your Taxes

Inherited IRAs

Inventory and Cost-of-Goods Sold

Kiddie Tax

Multi-State Taxation

Newlyweds Tax Tips

Real Estate Professionals

Repairs vs Improvements

Sale of a Principal Residence

Self-employment Tax

Stock Options Same Day Sales

Tax Scams – Protect Yourself

Tipped Employees

Withholding: Filling Out Form W-4

 

Tax Items (General):

Alternative Minimum Tax

Business Use of Home

Buy-Sell Agreements

Cancellation of Debt / Insolvency

Capital Gains and Losses

Death of a Taxpayer

Dependent Support Worksheet

Early Retirement Distributions

Education Tax Benefits

Employee or Independent Contractor

Estate Planning, Wills, Probate and Transfer of Assets

Estimated Taxes

Families With Children

Filing Status

Fringe Benefits

Health Savings Accounts

Hobby vs Business

Household Employees

Identity Theft and Your Taxes

Mileage and Expense Log

Moving Expenses

Moving Out Worksheet

Multi-State Taxation

Newlyweds Tax Tips

Pension Income Planning

Recordkeeping For Tax Purposes

Rental Income and Expense Worksheet

Rental Income and Expenses

Same Sex Married Couples

Tax Scams – Protect Yourself

Taxable Social Security Benefits

Tipped Employees

Vehicles – Business Use

tax-problems

Tax Problems / Issues:

Audits

Identity Theft and Your Taxes

Tax Scams – Protect Yourself

Taxpayers who Receive An IRS Notice

What Should You Do If You Cannot Pay Your Taxes

 

If you’d like information on a specific topic, feel free to contact me.

Cheers!

Thomas C. Hodge, CPA
Founder

Hodge Group LLC
3943 N. Austin Avenue
Chicago, IL 60634

773.237.6369

www.thehodgegroup.com

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One thought on “Client Handouts Listing

  1. Pingback: Client Handouts Updated! | Tom Hodge CPA Blog

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