Tax Resources & Education
Clifton Tax Pro Resources
Estimated Taxes
Taxes must be paid as income is earned throughout the year. For more details, see the IRS guidance linked above.
To make tax preparation easier, I provide custom Excel workbooks for planning and review.
- Mileage Tracker – Track deductible mileage for Schedule C or Schedule E.
- Home Office Worksheet – Capture home office deductions for Schedule C.
- Small Business Log – Record sales and expenses for Schedule C.
- Property Sale Worksheet – Report real estate sales on Schedule D.
- Rental Property Worksheet – Track rental income and expenses for Schedule E.
Workbooks are included for tax preparation clients. Other clients may access them for a one-time $75 fee.
Other Helpful Links
Internal Revenue Service
The Internal Revenue Service is the official government agency responsible for administering the tax code and collecting taxes. There is a wealth of great information on the official website for the IRS.
Investopedia
Investopedia is a reputable financial website with a great investment / financial dictionary. The following topics are of particular value relating to personal income tax returns.