FACTS-5 has assembled an ever growing collection of informative and useful tools to help our clients with their tax affairs.
If you cannot find what you are looking for, please email pam@facts-5.com.
Alternative Minimum Tax
Business Entity Pros & Cons
Business Financing -Don’t Intermingle Funds
Business Management Tips
Business Tax Record Book
C-Corporation Tax Organizer
Charitable Cash Donation Tracker
Child & Dependent Care Tax Credit
Clergy Religious Workers
College Financial Aid Planning
Comprehensive Income Tax Checklist
Consumer Credit
Coronavirus (COVID 19) Legislation – Business
Corporation Meeting Requirements
Crowdfunding
Day Care Providers Income & Expenses
Death of a Taxpayer
Dependent Support Worksheet
Employee or Independent Contractor
Estate Tax (Form 706)
Excess Business Loss & Net Operation Loss (NOL)
Expense Reimbursements for Employees
Families With Children
Farm Inventory & Accounting Methods
Farm Record Tax Book – Expanded
Farm Record Tax Book – Condensed
Filing Status
Financial Planning Guide
Foreign Bank & Financial Accounts
Gift Tax
Health Care Reform – Cost Sharing Reductions
Health Care Reform – Employer Insurance Requirement
Health Care Reform – State Health Insurance Exchanges
Health Insurance Marketplace
Household Employees
Income & Expense Statement for Business TY2022
Individual Retirement Accounts – Backdoor Roth IRA
Individual Client Checklist TY2021
Individual Retirement Accounts – Inherited IRAs
Individual Retirement Accounts – Kinds of IRAs & Prohibited Transactions
Individual Tax Organizer 2021
Individual Taxpayer Organizer Sole Proprietorship
Individual Taxpayer Organizer Rental Property
Individual Retirement Accounts – Qualified Charitable Distribution (QCD)
Inventory – Cost of Goods Sold
Itemized Deductions – Casualty & Theft Losses
Itemized Deductions – Interest Paid
LLC Tax Organizer
Marketing Your Business
Moving Expenses
Moving Out Worksheet
Multi State Taxation
Outside Salesperson Checklist
On-Demand Drivers
Qualified Business Income Deduction
Real Estate Pros
Recordkeeping for Tax Purposes
Referrals Appreciated
Rental Tax Record Book
Retirement and Other Savings Accounts
Reverse Mortgages
Same Sex Married Couples
Saving for College
Saving for Retirement
S Corporations
S Corporation Tax Organizer
Schedule A Worksheet
Self-Employment Tax
Short Term Rentals
Standard vs Itemized Deductions
Stock Options – Same Day Sales
Tax Scams – Protect Yourself
Taxable Social Security Benefits
Taxpayers Who Receive an IRS Notice
Travel Log – 2021TY
Travel Log – 2022TY
Vehicles – Business Use
Virtual Currencies (Crypto Currency)
Withholding – Filling Out Form W-4
W-4 Form
W-9 Form