Resources

Tax resources

The Handled Tax and Advisory resources hub holds pillar guides, free calculators, and reference material on multi state filing, quarterly estimated taxes, S corporation election, 1099 contractor returns, and small business tax topics. Resources are educational. They are not a substitute for written tax advice on your specific situation, which happens inside an engagement.

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Pillar guide

The multi-state tax guide

A complete guide to multi-state tax filing for individuals and small businesses. Residency rules, sourcing income, the convenience-of-employer rule, credit for taxes paid, and state-specific quirks.

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Calculator

1099 quarterly tax estimator

Estimate federal income tax, self-employment tax, and quarterly payment amounts for 1099 contractors. Live calculation as you type.

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Looking for short-form articles?

The Handled Tax blog covers shorter pieces on specific tax topics: minister housing allowance, quarterly estimated taxes, IRS notices, LLC vs S corporation, and more. Different format, same focus on plain-language tax content.

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How the resource library is organized

The resources below are full-length tax guides written for the situations Handled Tax clients ask about most often. Each guide is built to stand alone — you can read just the one that matches your situation, or work through several if your tax picture covers multiple topics. None of them replace a personalized engagement, but they answer the most common questions in plain English.

For self-employed and small business owners

Small business tax guide. Entity setup (LLC, S-corp, partnership), QBI deduction (Section 199A), Section 179 and bonus depreciation, home office deduction, retirement plan options (SEP, SIMPLE, Solo 401(k)), 1099 vs W-2 classification.

1099 quarterly estimated tax calculator. Plug in your income, see your federal quarterly payment number, understand the safe-harbor rules so you don't trip the underpayment penalty on Form 2210.

For investors and property owners

Crypto tax guide. How Bitcoin, Ethereum, DeFi, NFTs, staking, airdrops, and hard forks are taxed. Form 8949 reporting, Schedule D, cost basis methods (FIFO, LIFO, HIFO), wash sale rules, tax-loss harvesting strategy. Integration with Koinly and CoinTracker output.

Real estate tax guide. Schedule E rental property mechanics, real estate professional (REPS) status, 1031 like-kind exchanges, depreciation and cost segregation, short-term rental (Airbnb) rules, Section 121 home sale exclusion.

Retirement tax guide. RMD rules, Roth conversion strategy, Backdoor and Mega Backdoor Roth IRA, SECURE 2.0 changes, Social Security taxation, 401(k)/403(b) distribution planning, QCDs, inherited IRA rules.

For cross-border and multi-state situations

International tax guide. FBAR (FinCEN 114) and Form 8938 (FATCA), foreign earned income exclusion (FEIE, Form 2555), foreign tax credit (Form 1116), GILTI, PFICs (Form 8621), ITIN application and renewal, non-resident alien returns (1040-NR), treaty positions.

Multi-state tax guide. Non-resident vs part-year resident vs full-year resident, state allocation rules, convenience of employer rule (especially for New York), state reciprocity, double-taxation state credit, domicile vs residence distinction.

How to use these guides

Read the relevant guide before our kickoff call — you'll get more out of the call.

Bring questions on anything that doesn't match your specific situation. The guides are general; your return is specific.

Share with your spouse, partner, or business co-owner so you're talking from the same baseline.

Send the guide along with your statement or tax documents to anchor the work.

How often the guides are updated

Each guide is reviewed at minimum annually. SECURE 2.0, IRS form changes, state law shifts, and major court decisions trigger interim updates. The "last updated" date is on each guide.

What's not in the guides

The guides cover federal tax positions and major-state mechanics. They do not cover:

Specific dollar projections for your return (those happen in the engagement)

State-specific minutiae for every state — we cover the high-traffic states (AZ, AR, CA, FL, NY, TX) on dedicated state tax pages

IRS notice response procedure (covered under Handled Protection)

Tax-court litigation strategy (we refer to specialists)