Guides and articles
Take what you need. Most of it you can do yourself.
The guides below are written to be genuinely useful on their own, not as teasers for a sales call. If one of them solves your problem and you never contact me, that is a good outcome and exactly what they are for.
Free guides
Written for the situation you are actually in. Name and email only, and you can leave the list whenever you like.
What to do when you get a CP2000
A ten step checklist covering what the notice actually means, the deadline that matters, what to send, and the mistake most people make when they respond.
Setting up the books for a laundromat
A chart of accounts built for a coin laundry, plus how to reconcile coin against card against app so the numbers finally tie out.
Behind on your US taxes while living abroad
The streamlined procedures explained plainly. What qualifies, what it involves, and why it usually ends with no penalty at all.
What to pay yourself from an S corporation
A worksheet for working out defensible owner compensation, and what to keep on file in case anyone ever asks.
The executor’s tax checklist
Which returns are due after someone dies, in what order, by when, and the filing that gets missed most often and costs the most.
What to bring to your first meeting
A plain list of what a tax professional actually needs from you, and what to do about the things you cannot find.
Latest articles
Shorter pieces on whatever has come up recently. Written for people who want to understand something, not for search engines.
CP2000
CP2000 notice: what it means and what to do A CP2000 is not a bill and it is not an audit. It is a proposed change to your…
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IRS notices and audits · Laundromats · Business owners · Bookkeeping · Americans abroad · Investors · Rental property · Crypto · Estates and trusts
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