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TAX

Terms & Glossary

A simple explanation of common tax terminology.

Examples:

  • Adjusted Gross Income (AGI)

  • Capital Gains

  • Standard Deduction

  • Itemized Deductions

  • Earned Income Credit

  • Schedule C

  • Tax Credits vs Tax Deductions

Purpose:
Help taxpayers understand tax language used on returns and IRS forms.

IRS Forms Library

IRS

Forms Library

A structured list of commonly used IRS forms with explanations.

Examples:

  • Form 1040 – Individual Tax Return

  • Schedule C – Business Income

  • Schedule E – Rental Income

  • Form 1099-NEC – Nonemployee Compensation

  • Form 8962 – Premium Tax Credit

  • Form 2553 – S-Corp Election

  • Form W-9 – Request for Taxpayer Identification

Purpose:
Help clients know which forms apply to them.

IRS

Publications Guide

A directory of important IRS publications explained in plain language.

Examples:

  • Publication 17 – Individual Tax Guide

  • Publication 334 – Small Business Tax Guide

  • Publication 463 – Travel & Business Expenses

  • Publication 505 – Tax Withholding and Estimated Tax

  • Publication 523 – Selling Your Home

Purpose:
Make IRS publications easier to understand.

IRS Publications Guide

Tax

Preparation Checklist

A checklist of documents taxpayers should prepare before filing.

Individual Filers

  • W-2 Forms

  • 1099 Forms

  • Social Security Numbers

  • Childcare expenses

Self-Employed

  • Income statements

  • Expense receipts

  • Mileage records

Investors

  • Brokerage statements

  • Capital gain reports

Purpose:
Help clients come prepared for tax appointments.

Current Tax

Rates & Brackets

A breakdown of federal tax brackets and rates.

Includes:

  • Individual tax brackets

  • Capital gains tax rates

  • Self-employment tax overview

  • Standard deduction amounts

Purpose:
Help taxpayers understand how income is taxed.

Current Tax Rates Brackets

Tax

Filing Deadlines

Key IRS filing dates throughout the year.

Examples:

  • January – Tax season opens

  • April 15 – Individual filing deadline

  • Quarterly estimated tax deadlines

  • Business filing deadlines

Purpose:
Help clients avoid late filing penalties.

Tax Filing Deadlines

Taxpayer

Bill of Rights

An overview of IRS taxpayer protections.

Examples:

  • The right to be informed

  • The right to quality service

  • The right to pay no more than the correct amount of tax

  • The right to challenge the IRS

Purpose:
Educate taxpayers about their legal protections.

Taxpayer Bill of Rights

IRS

Withholding & Tax Calculators

Helpful tools to estimate taxes and withholding.

Examples:

  • IRS Withholding Estimator

  • Estimated tax calculator

  • Refund estimator

  • Self-employment tax calculator

Purpose:
Help taxpayers plan their taxes ahead of time.

IRS Withholding Tax Calculators

Tax

Record Retention Guide

How long taxpayers should keep financial and tax records.

Examples:

3 Years

  • Most tax returns

4–6 Years

  • Records with underreported income

7 Years

  • Loss claims

Forever

  • Property records

  • Business ownership documents

Purpose:
Help taxpayers maintain proper documentation.

Tax Record Retention Guide 1

Self-Employed

Tax Guide

A dedicated resource for freelancers and small business owners.

Topics:

  • Schedule C basics

  • Business expense deductions

  • Estimated quarterly taxes

  • Self-employment tax

Purpose:
Educate entrepreneurs and gig workers.

Self Employed Tax Guide

Common IRS

Notices Explained

Explain IRS letters clients may receive.

Examples:

  • CP2000

  • CP14

  • IRS audit letters

  • Balance due notices

Purpose:
Reduce fear and help clients understand IRS communications.

Common IRS Notices

Tax Tips

Education Center

A growing knowledge hub with short educational guides.

Examples:

  • Capital Gains Explained

  • How refunds work

  • Tax tips for families

  • Tax tips for small businesses

  • Filing mistakes to avoid

Tax Tips Education Center
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