Who are these tax and accounting guides written for?

The guides are written for U.S. individuals, self-employed taxpayers, and small-business owners who want to prepare better records and ask informed questions before working with a professional.

Are the guides free to read?

Yes. All guides are freely available. They provide general educational information and do not replace advice based on your specific facts, state, entity, records, or current law.

How often is the content reviewed?

We periodically review the library and prioritize durable preparation guidance. For current forms, deadlines, thresholds, and official rules, always confirm information with IRS.gov and the relevant state tax authority.

Can I suggest a topic for a future guide?

Yes. Send your suggestion through Live Chat on our contact page. Do not include Social Security numbers, tax returns, bank details, or other sensitive records in the message.

U.S. Tax & Accounting Guides

Individual Taxes

Getting Ready to File Your Individual Tax Return

A practical checklist for gathering income records, deduction support, identity details, and prior-year information.

6 min read August 2026

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11 guides

Individual Taxes

Getting Ready to File Your Individual Tax Return

A practical checklist for gathering income records, deduction support, identity details, and prior-year information.

6 min read

Tax Preparation

Choosing the Right Tax Professional

Questions to ask about credentials, experience, scope, fees, security, and communication before you engage a preparer.

7 min read

Bookkeeping

Bookkeeping Basics for Small Businesses

Learn the core habits behind accurate records, reconciled accounts, and financial reports you can actually use.

6 min read

Small Business Tax

Quarterly Estimated Taxes Explained

Understand why estimated payments may apply, how planning works, and what records help support the calculation.

6 min read

Business Tax

Understanding Business Entity Tax Responsibilities

A plain-English overview of how tax and filing responsibilities can differ across common U.S. business structures.

7 min read

Bookkeeping

How to Organize Receipts and Financial Records

Build a simple document system that makes monthly bookkeeping, tax preparation, and follow-up questions easier.

5 min read

Payroll & Compliance

Payroll Tax Basics for Employers

Review the core federal payroll tax responsibilities involved in withholding, deposits, returns, and year-end forms.

7 min read

Tax Planning

Year-End Tax Planning Checklist

Use the final months of the year to review records, projections, payroll, estimated payments, and business decisions.

6 min read

Bookkeeping

Reading Your Profit and Loss Statement

Understand revenue, cost of sales, operating expenses, and net income so you can ask better business questions.

5 min read

Tax Preparation

How to Prepare for Tax Season

A step-by-step preparation guide for individuals and small businesses before meeting with a tax professional.

8 min read

IRS Support

What to Do When You Receive an IRS Notice

Stay calm, confirm the deadline, compare the notice with your records, and get qualified help when needed.

6 min read

Security

Protecting Your Financial Information Online

Reduce risk when sharing tax records by using secure channels, strong account practices, and careful verification.

6 min read

Tax & Accounting Guides

Latest Guides

Getting Ready to File Your Individual Tax Return

Explore all guides

Getting Ready to File Your Individual Tax Return

Choosing the Right Tax Professional

Bookkeeping Basics for Small Businesses

Quarterly Estimated Taxes Explained

Understanding Business Entity Tax Responsibilities

How to Organize Receipts and Financial Records

Payroll Tax Basics for Employers

Year-End Tax Planning Checklist

Reading Your Profit and Loss Statement

How to Prepare for Tax Season

What to Do When You Receive an IRS Notice

Protecting Your Financial Information Online

Frequently Asked Questions

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