Professional Tax Preparation
The tax preparer catalog.
20 practitioner guides — each with an SOP companion and a working toolkit.
Core Returns
The hub volume and the entity returns every tax office handles.
01
Form 1040 Individual Income Tax Preparation: A Professional Practitioner's Guide
The central individual-return manual — the hub volume connecting the specialty guides.
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02
Form 1065 Partnership Tax Preparation: A Professional Practitioner's Guide
Partnership and multi-member LLC returns, start to K-1.
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03
Form 1120 Corporate Tax Preparation: A Professional Practitioner's Guide
C-corporation returns from intake through filing.
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04
Form 1120-S S Corporation Tax Preparation: A Professional Practitioner's Guide
S-corporation preparation where preparer errors actually happen: basis, distributions, compensation.
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Schedules & Pass-Through Income
05
Schedule C Sole Proprietor Tax Preparation: A Professional Practitioner's Guide
Sole proprietors and single-member businesses, documented and defensible.
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06
Schedule E Rental Property Tax Preparation: A Professional Practitioner's Guide
Rental activity on Schedule E, from income to disposition.
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Technical & Fiduciary
07
Depreciation, Form 4562 & Section 179: A Professional Practitioner's Guide
Fixed assets, MACRS, bonus, and Section 179 — the dedicated guide.
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08
Form 1041 Estates & Trusts Tax Preparation: A Professional Practitioner's Guide
Fiduciary returns: DNI, distributions, K-1s, final returns.
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09
Capital Gains, Forms 8949 & 4797: A Professional Practitioner's Guide
Securities and property dispositions, reconciled and reviewed.
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Benefits, Compliance & Foreign Reporting
10
Retirement Plans for Small Business Owners & Self-Employed Taxpayers: A Professional Practitioner's Guide
IRAs through solo 401(k)s — with Form 8881 built in.
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11
FBAR Compliance: A Professional Practitioner's Guide
Foreign account reporting: screening, aggregation, filing, controls.
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12
Section 199A Qualified Business Income Deduction: A Professional Practitioner's Guide
QBI, SSTBs, wage/UBIA limits, aggregation, Forms 8995/8995-A.
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13
Form 8867 & Paid Preparer Due Diligence: A Professional Practitioner's Guide
EITC, CTC/ACTC/ODC, AOTC, head-of-household — documented or penalized.
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Real Estate & Traders
14
Short-Term Rental Taxation: A Professional Practitioner's Guide
Airbnb and VRBO clients: Schedule E versus Schedule C and everything after.
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15
Real Estate Investor Taxation: A Professional Practitioner's Guide
Acquisition to disposition — with a 50-tool companion toolkit.
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16
Trader Tax Status & Section 475: A Professional Practitioner's Guide
Investor versus trader, mark-to-market elections, wash sales.
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Small Business & Practice Management
17
Gig Worker, Creator & Influencer Taxation: A Professional Practitioner's Guide
Rideshare, delivery, sellers, streamers, and sponsorships.
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18
Taxation of Small Business Owners: A Professional Practitioner's Guide
Bridging Schedule C, partnerships, and corporations for owner-clients.
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19
Business Entity Selection & Tax Treatment: A Professional Practitioner's Guide
Sole props, LLC classifications, S corps, C corps — compared honestly.
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20
Tax Office Client Intake, Documentation & Quality Control: A Professional Practitioner's Guide
The practice-management volume: defensible files, clean reviews.
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Standard product architecture
Every family, the same three-part package.
Main Professional Guide
The teaching/reference book — KDP paperback, ebook, and direct-sale PDF.
Tax Office SOP / Workflow Companion
What to do, in what order, what to document, what escalates, what the reviewer checks.
Digital Toolkit / Worksheet Kit
Organizers, worksheets, decision trees, checklists, trackers, signoffs — working files, not another textbook.
Complete Practitioner Package
Guide + SOP + Toolkit. The premium direct-sale product.
The guides interlock
1040 → Schedule C · Schedule E · Capital Gains · FBAR · Retirement Plans
1065 → Depreciation · QBI · Real Estate · Retirement Plans
1120-S → Form 7203 basis · QBI · Retirement Plans · Depreciation
Schedule E → STR · Real Estate Investor · Depreciation · Capital Gains
Real Estate Investor → Schedule E · STR · 1065 · 1120-S · §199A · §179/Form 4562 · Form 4797
Retirement Plans → Form 8881 · Forms 5329 · 3800 · 5500-EZ · 8606
Ordering
Complete Practitioner Packages, office licensing, bulk orders.
Every family ships as Guide + SOP + Toolkit. Ask about packages, office licensing, or upcoming titles.
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