RetirementPDF
401(k) Withdrawals
Review common tax considerations before taking money out of a workplace retirement account.
Download guideTax resources from KB Taxes & Bookkeeping
Tax Tips
Straightforward guidance for questions that come up before filing, from retirement withdrawals to home office records and crypto reporting.
Current tax tips
Helpful PDFs, organized for faster answers.
Keep these quick references nearby while gathering documents. For personal advice, connect with the KB Taxes team before making tax-sensitive decisions.
DeductionsPDF
Home Office Basics
Understand what records may matter when a home workspace is part of your tax picture.
Download guideReportingPDF
Cryptocurrency Fact Sheet
Track the basics of crypto activity so transactions are easier to report accurately at filing time.
Download guideBefore your appointment
Make the handoff smoother.
A little organization up front helps your preparer move faster and spot follow-up questions earlier.
- Upload tax documents through the secure portal when possible.
- Bring income forms, deduction records, and prior-year context.
- Flag life changes like a move, new job, retirement, or business launch.
- Separate crypto, home office, and retirement activity for review.