Individual taxes
What to gather before your tax appointment
A practical checklist covering income, deductions, dependents, life changes, self-employment and rental activity.
Read the checklistAllTax Resources
Practical guidance before the work begins.
Clear, experience-based explanations to help individuals and business owners organize records, protect deadlines and understand the next step.
Tax notices
What to do after receiving an IRS notice
Protect the deadline, preserve the complete notice and organize the information needed for a professional review.
Review the next stepsPrior years
Catching up on unfiled tax returns
How to identify missing years, gather available records and approach multiple filings in an organized sequence.
Understand the processBusiness records
Records every business should retain
The core financial, payroll, asset, loan and entity records needed for useful books and accurate tax preparation.
View the records checklistEntity decisions
LLC versus S corporation: what changes?
An LLC is a legal entity; an S corporation is a tax election. Understand the operational and payroll considerations.
Compare the structuresBookkeeping
Why bookkeeping cleanup is separately priced
Volume, condition, completeness and reconciliation requirements determine the real scope of a cleanup engagement.
See what affects the scopeImportant
General information is not individualized advice.
These resources are educational and may not address your specific facts, filing obligations, deadlines or available options. A professional engagement begins only after AllTax accepts the work and applicable terms are completed.