Tax Resources


When non-employees perform work for you in your trade or business, it’s important to obtain a Form W-9, Request for Taxpayer Identification Number (TIN) and Certification, before paying them. Taxpayers use a Form W-9 to provide their correct TIN to the person who is required to file an information return with the IRS to report income paid to the taxpayer. 

If you pay someone who is not your employee $600 or more, you are required to issue a Form 1099-MISC, Miscellaneous Income.

For additional information read Request Form W-9 Before Payment.

Download a blank Form W-9.


With the standard mileage at 54.5 cents per mile for 2018, it might be time to revisit what yields the more substantial deduction—the standard mileage rate for each business mile, or your actual car expenses. If this is the first year you have business use of an automobile, you don’t have to decide which method yields the better result until you file your return.  Admittedly, claiming the standard mileage rate is a lot easier for most of us. All we have to do is keep track of our business miles and multiply them by the current rate.

Automobile Expenses:  Which is better, deducting the standard mileage rate or claiming actual expenses?  Learn more...

Track your mileage using the MileIQ (receive a 20% discount using this link) or download a blank mileage form here.


Complete this tax organizer form to provide your tax preparer with the information that will be needed in order to prepare your return.  New clients will need to provide personal information such as names, birthdates, social security number, etc.

Complete tax organizer here.


Tax time always seems to come around sooner each year, and if you’re like most people, you make a vow to be better prepared for next year. Well next year is here and it’s time to gather together all those tax records you’ve been saving. You can help your preparer by sorting through your papers and separating them between income and expenses.  If your tax situation has not changed significantly from last year, you can use your 2016 income tax return as a guide for organizing your information.

View checklist here.