resources

McIlvain & Associates is here to help educate you on the issues and questions that affect your finances.

Please click on any of the categories below for links to more information.

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Business Tax Return Checklist

Sample Policy – de minimis Safe Harbor Accounting Policy

1099 Requirements for Businesses

W-9 Form

Auto Mileage and Expense Tracking Form

Schedule C Input Worksheet

Vehicle Guides

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UPDATE: BOI Reporting Extension for Certain Companies

BOI Reporting Rule Fact Sheet

BOI Report Summary of Data Fields

BOI Reporting FAQ

BOI Filing Instructions

BOI E-Filing Quick Reference Guide

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Passive Activities

Rental Activities

Schedule E Worksheet

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Donation Valuation Guide

2023 Checklist for Personal Tax Return

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Home Office Deductions

Home Office Expense List Calculation Worksheet

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Identity Theft Checklist

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