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.
Reference guides
A few helpful guides for common questions.
These short guides are a good place to start. Every situation is different, so please call us before making a decision that could affect your taxes.
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
A little preparation goes a long way.
Organizing what you can ahead of time gives us more time to focus on your return and ask the right follow-up questions.
- 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.