Appointment: • Tax Appointment Checklist • Tax Appointment Checklist 2022 [PDF] • Tax Appointment Checklist 2022 [PDF] • Tax Appointment Checklist 2021 [PDF] • Drop Off Form 2022 [PDF] • Drop Off Form 2021 [PDF] • How To Make Your Tax Return Easier To Do And Save Fees. Historical: • 1913 Form 1040 inc Instructions [4 pages] • US Tax System Illustrated In One Complex Map General Finance: • Creating A Financially Organized Life • Eldercare and Assisted Living • Don’t Be Duped by Clever Scammers • Life Changing Events Can Impact Your Taxes • Personal Finance Tips from Warren Buffett • Recession and/or Depression Survival Steps to Take • Embracing Your Next Chapter: A Guide for Retirees Returning to Work • Why Proactive Planning is More Important Than You Realize • Ways To Save on Your Taxes If You are Laid Off General Tax: • Corporate Transparency Act [CTA] - Business Beneficial Ownership Reporting • Common Family Tax Mistakes • Cryptocurrencies and Taxes • Certified Acceptance Agent - Individual Taxpayer Identification Number [ITIN] • Deadlines • Life Changing Events Can Impact Your Taxes • Have Not Filed Tax Returns for Multiple Years? Here Is What You Need To Do Next • Record Retention Guidelines • Tax Diary System PDF • Taxation and Sales of Inherited Property Get Beneficial Treatment Planning: • Are You Ignoring Retirement Planning? • Mid-Year Planning • Planning for Your Retirement - New Wrinkles from the SECURE 2.0 Act • Financial and Tax Planning for All Ages • Financial Aspects of Elder Care Planning • Tax Planning for Retirees: Social Security and Medicare Tax Rates Social Security: • Minimizing Tax on Social Security • If You Want to Maximize Your Social Security Income, You Need To Start Planning Now Tax Laws: • H.R. 2617, Consolidated Appropriations Act of 2023 including SECURE 2.0 Act of 2022 - December 2022 • Inflation Reduction Act (IRA) of 2022 Summary - August 2022 • Infrastructure Investment and Jobs Act (IIJA) - H.R. 3684 - Novemeber 2021 • American Rescue Plan Act (ARPA) - H.R. 1319 - March 2021 • Paycheck Protection Program and Health Care Enhancement Act - April 2020 • Coronavirus Aid Relief and Ecomonic Recovery Act (CARES) - March 2020 • Families First Coronavirus Resposne Act (FFCRA) • Secure Act 2020 - H.R. 1865 - December 2019 • Tax Extender and Disaster Relief Act of 2019 (2018 Extender) - March 2019 Please call us at (248) 816-1220 or 800-276-8319 to set up a free consultation. Or Book Your Consultation here: We service clients worldwide. Information presented is for educational purposes only. It should not be considered specific advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the adoption of any specific strategies. Be sure to consult with a qualified advisor and/or tax professional before implementing any strategy discussed herein. Be sure to have your specific situation reviewed prior to implementing any strategies. Winc. Inc is a licensed Enrolled Agent firm.