Check out the new tax changes that could affect your refund

Tax Reform Bill (2018)

President Trump recently signed the tax reform bill into law, and it makes major revisions to the U.S. tax code for both individuals and corporations. In fact, the bill represents the most significant tax changes in the United States in more than 30 years.

With that in mind, here’s a guide to all of the changes that will go into effect the new tax brackets, modified deductions and credits, corporate tax changes, and more. 

TAX REFORM GUIDE INFO

Affordable Care Act (2017)

More information regarding the affordable care acttax provisions can be found on the irs website

AFFORDABLE CARE ACT INFO

PATH Act (2017)

More information regarding the (PATH Act) provisions can be found on the irs website

PATH ACT INFO

Tax Worksheets

The links below will allow you to access tax worksheets

Please note that it is your responsibility to maintain, in your records, the documentation necessary to support the data used in preparing your tax return(s).

Client Tax Organizer

Client Information Sheet (Returning Customer)

Client Information Sheet (Dropoffs’ & Pickups)

Credit Card Authorization

Interest & Dividend_Income Worksheet

Sale of Stocks Worksheet

Business Profit & Loss Worksheet

Rental Income & Expenses Worksheet

Farm Income & Expenses Worksheet

Other Checklist

Note: Please fill out with accurate figures for which you have calculated and have retained accurate documentation. Do not use “same as last year” as an amount. 

Salvation Army Valuation Guide (for non-cash charitable donations)

 

Specific Deduction Worksheets

The links below will allow you to access deduction worksheets

Please note that it is your responsibility to maintain, in your records, the documentation necessary to support the data used in preparing your tax return(s).

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Attorneys

Computer & Hi-Tech Professionals

Daycare Providers

Executive Business Professionals

Fire Fighters

Law Enforcement Security Professionals

Medical Professionals

Ministers the Clergy

Outside Salespeople

Real Estate Agent Deductions

Teachers Educational Professionals

Plumbers Carpenters Other Tradesmen

Reserved

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