I hope you find these flowcharts and worksheets helpful. You can download them for free. Full instructions are available in my self-study courses and textbooks, which can be purchased by clicking on the "Shop" tab above.
Many of these practice aids are available as color coded desktop reference cards. They can be purchased for a small fee by clicking on the "Shop" tab above.
COD Worksheets (xls)Download
Data Security Plan template (docx)Download
Due Dilgence worksheet (xlsx)Download
Education Credit - Scholarship Allocations worksheet 11.28.19 (xlsx)Download
Foreign Asset Reporting (pdf)Download
Foreign Earned Income Exclusion - Client Info Request (xlsx)Download
Form 3115 Attachment for Correcting Depreciation (xlsx)Download
Inherited IRA Options chart (pdf)Download
K-1 Double-Check Worksheet (pdf)Download
Like-Kind Exchange Worksheet 10.21.19 (xlsx)Download
NOLs Step-by-Step Checklist (docx)Download
NOL Worksheet 8.2.19 (xlsx)Download
Parking Expenses Deductibility worksheet (xlsx)Download
Passive Loss Deduction at Death worksheet (xlsx)Download