We publish handout letters on special topics of interest to taxpayers. We call this our "Since You Asked"™
Series. We update the information regularly and the list of topics is always expanding to meet new tax laws and your
needs and requests.
If you have any specific quesitons or would like to receive a copy of one of our handout letters by fax or mail, please
contact us by telephone, fax or e-mail with your request. There is no charge or handling fee for the handout letter.
Our handout letters cover the general topic areas of individual and accounting issues. The catalog of topics is
too extensive to list here, and it keeps growing. However, we are providing you with a condensed topic listing below.
If you find a topic of interest, request that document and we will send it out to you immediately. If you don't find
anything of interest, but you do have a question, contact us with your question or problem and we will assist you with the
appropriate material.
Topics Currently Available:
- Individual and Business Tax Matters
- Electronic Filing Matters
- Retirement Issues
- Tax Planning
- Marriage Tax Issues [ revised as per the Tax Act of 2003 ]
- Divorce Tax Issues
- Tax Concerns of the Investor
- Education and College Planning
- W-4 Withholding Issues
- How to Start a Business
- Tax Filing Status
- Individual and Business Accounting Matters
- Recordkeeping [what to keep and for how long and in what format ]
- Retirement Plans [ IRA, 401K ]
- Buying or Selling Your Home or Other Real Estate
- Dependent Issues [ who is a dependent? ]
- Estate Tax Matters
- On-line and Day Traders and Tax Issues
- Student Loan Tax Issues
- Social Security Matters
- Termination of Your Business [ compliance matters ]
- Estimated Tax Payments