Tax Preparation:

• Record Required for Tax Preparation [Tax Year 2022]
• Record Required for Tax Preparation [Tax Year 2021]
• NJ Rental (Property Tax Credit)
• Rental Income Check List [Tax Year 2022]
• Form 8949 (Summary of Broker Statement) for Capital Gain / Loss
• Financial Crimes Enforcement Network (FinCEN) Form 114
• Information Requirement for Education Credit

Business Formation:

• Business Formation Check List

Brochures:

• 2023 Tax Reference Guide
• 2022 Tax Reference Guide
• Home Office Expenses
• Self-Employment Income and Expenses
• Real Property Income
• Misc Income Form 1099 MISC / NEC
• Domestic Employees
• Record Keeping
• 401(K) Rollover Options

• Frequently Asked Questions