Resources

Plain-language answers, published carefully.

This library is being built one topic at a time. Nothing is published here until Karen has reviewed it and agreed to have her name on it.

Topics in preparation

Six areas, starting with the questions people ask most.

In preparation

Individual Tax Questions

Filing status, life changes, income that arrives in unexpected forms, and the questions households ask most often.

Articles appear here once written and approved.

In preparation

Small-Business Tax Fundamentals

How business income is reported, what belongs on the return, and the distinctions owners are expected to already know.

Articles appear here once written and approved.

In preparation

Estimated Payments

Who owes them, how they're calculated, and what happens when the year turns out different than the estimate assumed.

Articles appear here once written and approved.

In preparation

Recordkeeping

What to keep, how long to keep it, and the difference between a receipt and adequate substantiation.

Articles appear here once written and approved.

In preparation

IRS Notices

How to read a notice, what its deadline really means, and the difference between an adjustment and an examination.

Articles appear here once written and approved.

In preparation

Tax-Planning Deadlines

The points in the calendar where a decision still has room to change the outcome.

Articles appear here once written and approved.

A note on authorship

Every article in this library will carry clear attribution. Karen's name appears as author only on material she has written or reviewed and approved — never as a default byline on general content.

Confirm before publishing — Author attribution to Karen C. Novak, EA is withheld until she approves each piece.

Material published here is general education, not tax advice for your specific situation. For that, the conversation has to start with your facts.

Have a question the library doesn't answer yet?

Tell Karen What You Need Help With →