Resources

Some useful sites for answering all your federal and state tax questions:
  • Instructions to file an extension: This page has a discussion of why filing an extension, and completing your tax return after the filing deadline, may make a lot of sense for many people. Simple instructions for filing an extension are included.
  • IRS Free File Homepage: Information about the IRS Free File program, a program that allows many modest and low income tax payers to file their federal return for free. Many states also participate. The list of software providers for this program are generally updated in mid-January, and removed at the end of e-filing season in mid-October. 
  • IRS Tax Information for individuals: The IRS actually has a very informative site, although you can definitely experience information overload. Some of the most useful IRS links include:
    • Tax Trails: Information on common topics. Allows you to find your eligibilities by answering a series of simple questions.
    • Understanding your IRS Notice: All correspondence from the IRS should contain a Notice or Letter Number (typically in the upper right-hand corner). This page allows you to look up the number and find out more about what the letter means and how you should respond.
    • Publication 17: "The only tax publication most individuals need," according to the IRS. Of course, at over 300 pages, you might wonder how anybody could possibly need anything else. Still, if you can find the topic you're looking for in the Table of Contents, you'll probably find your answer.
    • Withholding Calculator: This useful tool helps you determine how to complete your W4 so you don't have too much or too little withheld from each paycheck.



nolo_book_ca_guide_to_estate_planning.pdf
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nolo_book_plan_your_estate.pdf
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nolo_book_make_your_own_living_trust.pdf
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Useful Pamphlets/Handouts

Rheinheimer & Associates Latest Newsletters:
rheinheimer_newsletter_year_end_2017.pdf
File Size: 829 kb
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rheinheimer_newsletter_fall2017.pdf
File Size: 864 kb
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2017 Tax Pocket Guide: ​
pocket_tax_guide_2017.pdf
File Size: 219 kb
File Type: pdf
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  • How long should I keep my records? A handy guide for how long to keep many of your important documents. Lets you know what to keep and what you can shred. You can also see the attached pdf below called, "KeepRecords."
keeprecords.pdf
File Size: 80 kb
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  • Privacy Notice- We maintain physical, electronic and procedural safeguards that comply with and exceed federal regulations to guard your nonpublic personal information. See PDF below called, "Privacy_Notice."
privacy_notice.pdf
File Size: 9 kb
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  • OTHER HANDOUTS YOU MAY FIND USEFUL: 
rheinheimer__handout-info_regarding_audits.pdf
File Size: 117 kb
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rheinheimer_handouts_-_business_entity_comparison_chart.pdf
File Size: 83 kb
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rheinheimer_handouts_-_business_entity_pros_and_cons.pdf
File Size: 92 kb
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rheinheimer_handout_-miscellaneous_itemized_deductions.pdf
File Size: 145 kb
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rheinheimer_handout_-_hobby_vs._business_2017.pdf
File Size: 136 kb
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rheinheimer_handouts_-health_savings_accounts.pdf
File Size: 224 kb
File Type: pdf
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rheinheimer_handout_-_itemized_deductions_education.pdf
File Size: 117 kb
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s-corp_shareholder_health_insurance_compensation_reporting.pdf
File Size: 198 kb
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