Client Library & Tax Knowledge Base
Explore verbatim tax guides, detailed articles, white papers, tax facts, and educational resources provided directly by By the Numbers, LLC. Click any article below to read the complete text.
Personal Tax Planning
- Household
- Investment
- Life Changes & Family
Business Tax Planning
- Transitions & Expansions
- Self-Employment
- Small Business
Tax Insights & White Papers
- Costly Mistakes Series
- Industry Specifics
- Word-to-the-Wise
Financial Calculators & Tools
- 1040 Tax Estimator
- Business Mileage
- Retirement Projection
Tax Appointment Document Checklist
Ensure your tax filing process is smooth and stress-free. Download our official 2023-2024 checklist to gather all required W-2s, 1099s, expense receipts, and identification.
Featured Tax Articles & Guides
Click any article card to view full textDo My Dependent Children Have to File Their Own Tax Returns?
Understanding federal filing thresholds, earned vs unearned income rules, and standard deduction calculations for dependent children.
How Health Insurance Matters Can Affect Your Taxes
A comprehensive guide to how premium tax credits, Health Savings Accounts (HSAs), and medical expense deductions impact your federal tax return.
Who Are My Dependents, and How Do Dependents Affect My Taxes?
Learn the strict IRS tests for Qualifying Children and Qualifying Relatives, plus key credits like the Child Tax Credit and Credit for Other Dependents.
What Are Real Estate Investment Trusts (REITs), and How Is REIT Income Taxed?
Demystifying REIT dividend classification (Ordinary Dividends, Capital Gains, Return of Capital) and Section 199A Qualified Business Income benefits.
Rules for Filing 1099 Forms as a Self-Employed Person
Deadlines, $600 threshold requirements, Form 1099-NEC vs 1099-MISC, and W-9 backup withholding rules for self-employed business owners.
Tax Planning for Startup Businesses
Capitalizing vs deducting Section 195 start-up and organizational expenses, selecting the optimal legal entity (LLC, S-Corp, C-Corp), and accounting methods.
Key Federal Tax Rates & Limits
Frequently Asked Tax Questions
What documents do I need to bring for my tax appointment?
Bring government issued photo ID, Form W-2s, 1099s, mortgage interest statements (Form 1098), property tax receipts, brokerage statements, and your previous year's tax return if you are a new client. Refer to our downloadable Tax Appointment Checklist PDF!
How do I securely send my tax documents to your office?
We provide encrypted document upload through our TaxDome Client Portal. Simply log in from your computer or smartphone to upload PDFs or clear photos of your tax records.
Do my dependent children need to file their own tax returns?
It depends on their total earned and unearned income, self-employment earnings (over $400), or whether income tax was withheld from their wages that can be refunded. Click the 'Do My Dependent Children Have to File Their Own Tax Returns?' article in our library to read the complete breakdown!