Learning library
Everything here is published for anyone who wants it — no account, no email capture, no lead form. If a page teaches you enough to handle something yourself, that is a successful outcome.
16 of 16 resources
What each type of IRS notice means and how to read the deadline, the tax period, and the action being requested.
A step-by-step walkthrough of what happens during an IRS examination, described from examination experience.
How the IRS evaluates an offer, what reasonable collection potential means, and why most offers are rejected.
The two most common penalty relief paths, and what each one actually requires from the taxpayer.
An Enrolled Agent is licensed federally by the Treasury with unlimited practice rights before the IRS. Here is how that compares to other credentials.
Traditional versus Roth treatment, contribution limits, required distributions, and how each choice lands on a return.
Self-employment tax, quarterly estimated payments, and the deductions available when you work for yourself.
Every box on a W-2 explained in plain language, with the pay stub math behind it.
Sole proprietor, LLC, S corporation, C corporation — the tax consequences of each, without the sales pitch.
A practical guide to ordinary and necessary expenses, substantiation, and the deductions examiners look at closely.
How to calculate and schedule estimated payments so underpayment penalties do not appear in April.
Payroll taxes, withholding, deposits, and the filings the IRS expects from a new employer.
The fundamentals that keep books clean enough to make decisions from — not just to file from.
How a balance sheet, income statement, and cash flow statement connect to each other.
The arithmetic behind financial decisions, worked slowly and shown step by step.
Why a dollar today is worth more than a dollar later, and how that single idea drives loans and investing.
Resources marked “In production” are titles carried over from the existing directory; each is published here only once the full written or recorded content exists, so no link leads to an empty page. Video walkthroughs are posted to the Your Math Mate YouTube channel.