This site is designed to make tax information available to you, the tax professional, as an aid in the preparation of tax returns. On the following pages you will find papers on selected tax topics, worksheets and charts as preparer aids and answers to frequently asked questions. Feel free to download anything that will be useful to you.

All information will be current as of the date posted for each item. New postings will be listed on the “What’s New” page. Check back frequently to see what is new or updated. Use the “Contact Us” page to suggest improvements or ask questions.

About Bill Roos, EA
Bill has been in the tax business for 30 years. He is currently the tax specialist for Region 28 of H&R Block. This includes assisting tax professionals with tax questions, teaching specialized tax classes including the New Tax Update class and writing state reference materials. Bill also is a reviewer for Dearborn Real Estate Education, a tax consultant for T-Rex Global, a tax software company, and helps edit the Federal Tax Update Manual for Vern Hoven Tax Seminars. He has conducted numerous tax seminars for state EA societies and is a clergy tax specialist for pastors of the ELCA.