858-277-8780 coaching@beyond415taxcoaching.com
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Beyond 4/15 Tax Coaching
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Client Handouts

Home Office

  • Commuting Deduction Map
  • Home Office Deductions

Home Owners

  • Home Owner Tax Savings
  • Home Owner Records to Keep
  • Estate-Trust Alignment
  • Record of Home Improvements
  • Understanding Home Improvements

Personal

  • Non-Cash Charitable Contributions
  • Record Keeping Rules
  • Record Retention Guidelines

IRS Forms

  • IRS Form 4524 – Security
  • Southern CA Property Taxes
  • Client Handout – Form 7202 Guide

Useful Information

  • Tax Return Flowchart – PowerPoint
  • Tax Return Flowchart – Publisher
  • FBAR Notice to Clients
  • 1099- Misc. Reporting Requirement Client Letter
  • General Terms and Condition of Engagement

All the information within this membership site is copyrighted material and any reproduction or sharing of content without permission is prohibited.

Contact Us

(858) 277-8780
coaching@beyond415taxcoaching.com

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San Diego, CA

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