• Houston SBA COVID-19 Comprehensive Resources
  Brochure (PDF)

Forms

• Direct Deposit Authorization (PDF)
• I-9 (PDF)
• W-4 (PDF)
• W-9 (PDF)
• Form 1099-MISC Reporting (PDF)

Brochures

Personal

• Audits (PDF)
• Cancellation of Debt – Insolvency (PDF)
• Cash Donation Tracker (PDF)
• Charitable Contributions FMV Guide (PDF)
• Charitable Contributions Guide (PDF)
• Charitable Contributions Recordkeeping Requirements (PDF)
• Clergy-Religious Workers (PDF)
• College Financial Aid Planning (PDF)
• Consumer Credit (PDF)
• Covid-19 Individual (PDF)
• Crowdfunding Projects (PDF)
• Daycare Providers Income and Expense (PDF)
• Death of a Taxpayer (PDF)
• Dependent Support Worksheet (PDF)
• Divorce and Taxes (PDF)
• Don’t Intermingle Funds (PDF)
• Early Retirement Distributions – SEP (PDF)
• Education Tax Benefits (PDF)
• Estate Planning, Wills, Probate, and Transfer of Assets (PDF)
• Estimated Taxes (PDF)
• Extending Your Individual Income Tax Return (PDF)
• Families with Children (PDF)
• Families with Children – Spanish (PDF)
• Filing Status (PDF)
• Financial Planning Guide (PDF)
• Filling Out Form W-4 (PDF)
• Health Care Reform Individual Insurance Requirement (PDF)
• Health Care Reform Premium Assistance Credit (PDF)
• Health Savings Accounts (PDF)
• High Income Taxpayers (PDF)
• Household Employees (PDF)
• Identity Theft and Taxes (PDF)
• Individual Retirement Accounts – Inherited IRAs (PDF)
• Individual Retirement Accounts – Kinds of IRAs (PDF)
• Individual Retirement Accounts – Minimum Required Distributions (RMDs) (PDF)
• Individual Retirement Accounts – Roth IRAs (PDF)
• Individual Retirement Accounts – Traditional IRAs (PDF)
• Itemized Deductions – Interest Paid (PDF)
• Itemized Deductions Casualty and Theft Losses (PDF)
• Itemized Deductions – Education (PDF)
• Itemized Deductions – Homeowners (PDF)
• Kinds of IRAs and Prohibited Transactions (PDF)
• Medical Expenses – Spanish (PDF)
• Medical Expenses (PDF)
• Moving Expenses (PDF)
• Multi-State Taxation (PDF)
• New Tax Law – Spanish (PDF)
• New Tax Law (PDF)
• Pension Income Planning (PDF)
• Retirement Income (PDF)
• Roth IRAs (PDF)
• Sale of a Principal Residence (PDF)
• Same Sex Married Couples (PDF)
• Saving for Retirement (PDF)
• Short-Term Rentals (PDF)
• Social Security and Medicare (PDF)
• Standard vs Itemized Deduction (PDF)
• Stock Options – Same Day Sales (PDF)
• Tax Cuts and Jobs Act Individuals (PDF)
• Tax Cuts and Jobs Act Retirement and Other Savings Accounts (PDF)
• Tax Facts and Figures (PDF)
• Tax Scams (PDF)
• Taxable Social Security Benefits (PDF)
• Taxpayers who receive an IRS Notice (PDF)
• Virtual Currency (PDF)
• What Should You Do if You Cant Pay Your Taxes (PDF)

Business

• Business Entity Comparison (PDF)
• Business Entity Pros and Cons (PDF)
• Business Financing – Don’t Intermingle Funds (PDF)
• Business Management Tips (PDF)
• Business Owners – Taking Money Out of a Business (PDF)
• Business Use of Home (PDF)
• Buy – Sell Agreements (PDF)
• Capital Gains and Losses (PDF)
• Corporation Meeting Requirements (PDF)
• Employee or Independent Contractor (PDF)
• Employee or Independent Contractor – Spanish (PDF)
• Expense Reimbursements for Employees (PDF)
• Fringe Benefits (PDF)
• Hobby vs Business  (PDF)
• Inventory Cost of Goods Sold (PDF)
• Limited Liability Companies (PDF)
• Marketing Your Business (PDF)
• On Demand Drivers (PDF)
• Partnerships (PDF)
• Real Estate Professionals (PDF)
• Recordkeeping for Tax Purposes (PDF)
• Rental Income and Expenses (PDF)
• Rental Real Estate QBI Safe Harbor (PDF)
• Repairs vs Improvements (PDF)
• S Corporations (PDF)
• Qualified Business Income Deduction (PDF)
• Self-Employment Tax (PDF)
• Small Business Health Care Tax Credit (PDF)
• Starting a Business (PDF)
• Tax Cuts and Jobs Act Corporations (PDF)
• Tax Cuts and Jobs Act New Business Income Deduction (PDF)
• Tax Cuts and Jobs Act Depreciation (PDF)
• Tax Cuts and Jobs Act Employers (PDF)
• Tax Cuts and Jobs Act Excess Business Loss and NOL (PDF)
• Tax Cuts and Jobs Act Retirement and Other Savings Accounts (PDF)
• Tipped Employees (PDF)
• Vehicles – Business Use (PDF)