Tools and Forms

Tools and Forms

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Jim Lange's Tax Planning Card (PDF)
Popular tax reference card used by hundreds of university professors, attorneys, judges, and masters.

Business Assets
Determine if you can deduct the cost of office furniture or equipment, regardless of whether you take a home office deduction.

Business Assets for Artists/Musicians
Determine if you can deduct the cost of office furniture or equipment, regardless of whether you take a home office deduction.

Calculate Tax Basis of Personal Residence Factoring in Interior and Exterior Improvements
List of home improvement projects that may qualify for your home's tax basis.

Travel / Sabbatical Expense
List of additional expenses that you may have overlooked.

Additional Professional/Consulting Expenses to Consider
List of additional expenses that you may have overlooked.

Home Office Deduction
Assess your eligibility for home office deductions.

Auto Expenses
Compute your auto expenses.

Rent Vs. Buy
Worksheet comparing renting versus buying.

 

James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania.  He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again.  He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans.  His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans.  Jim's advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger's Retirement Reports and The Tax Adviser (AICPA).  Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.

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