Resource Library
Educational materials and guides to help you understand tax matters and manage your tax situation.
Preparation Checklists
Pre-Consultation Checklist
Prepare for your initial consultation with Phil Cofer. This checklist helps you gather all necessary information and documentation.
- • Documents to bring
- • Information to organize
- • Questions to ask
Audit Response Checklist
If you've received an IRS audit notice, use this checklist to ensure you're prepared and organized for the process.
- • Immediate steps to take
- • Documentation needed
- • Things to avoid
Self-Employed Tax Deduction Checklist
Comprehensive guide to deductions available for self-employed individuals and small business owners.
- • Common deductions
- • Documentation requirements
- • Record-keeping tips
Educational Guides
What is an Enrolled Agent? Complete Guide
In-depth explanation of what an Enrolled Agent is, how we're authorized by the IRS, and why choosing an EA matters for your tax representation.
IRS Circular 230: Your Rights and Protections
Understanding IRS Circular 230 standards that govern how Enrolled Agents operate and protect client interests.
Tax Planning Guide for Small Business Owners
Strategic approaches to tax planning for small businesses, including entity selection, deduction strategies, and year-end planning.
Understanding Your IRS Audit Notice
Guide to understanding what an IRS notice means, what information is being requested, and what your options are.
Record-Keeping Best Practices
Essential guidance on maintaining proper tax records, documentation requirements, and retention periods for business and personal taxes.
Tax Tips & Updates
Year-End Tax Planning Tips
It's never too early to start thinking about year-end tax planning. Consider these strategies to minimize your 2025 tax liability:
- • Review estimated tax payments and adjust if needed
- • Maximize retirement plan contributions
- • Consider charitable giving strategies
- • Review business expense deductions
- • Evaluate income timing opportunities
Common Audit Red Flags
While audits are random, certain items may attract IRS attention. Understanding these can help you ensure proper documentation:
- • Home office deductions (ensure proper calculation)
- • Charitable contributions (maintain detailed records)
- • Business meals and entertainment (substantiate business purpose)
- • Large deductions relative to income (document thoroughly)
- • Cash-based businesses (maintain accurate records)
When to Call a Tax Professional
Certain situations warrant professional tax advice. Consider consulting with us if you experience:
- • Significant change in income or tax situation
- • Self-employment or business ownership
- • Multiple income sources or side businesses
- • Substantial investment income or losses
- • IRS notice or audit
- • International income or transactions
Important IRS Forms & Documents
Quick access to commonly used IRS forms and publications:
Questions about these resources?
Contact us if you need help understanding any of these materials or would like personalized guidance on your tax situation.
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