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.

Business Tax Returns: Guidelines and Checklists

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

Beneficial Ownership Information

UPDATE: BOI Reporting Extension for Certain Companies

BOI Reporting Rule Fact Sheet

BOI Report Summary of Data Fields

BOI Reporting FAQ

Real Estate

Passive Activities

Rental Activities

Schedule E Worksheet

Individual Tax Returns

Donation Valuation Guide

2023 Checklist for Personal Tax Return

Home Office

Home Office Deductions

Home Office Expense List Calculation Worksheet

Identity Theft

Identity Theft Checklist