**Resources**
The resource center is intended to make it as easy as possible for our clients to find the information that they need. Should you need any assistance, please don’t hesitate to ask. Click on the links below to view our easy-to-understand fact sheets, newsletters, & worksheets. Use the search bar at the top of the page for help finding specific topics.
OTHER RESOURCES
- FINANCIAL CALCULATORS
- RECORD RETENTION GUIDE
- IRS PUBLICATIONS
- IRS FORMS
- TAX RATES
- TAX DUE DATES
- TAXPAYER RIGHTS
- TAX GLOSSARY
- SUBSCRIBE TO TAX CALENDAR
- IRS WITHHOLDING CALCULATOR
- WHERE IS MY REFUND
FAQTs – Frequently Asked Questions About Taxes
Affordable Care Act Fact Sheet
Checklist for hiring your minor child
Health Insurance Marketplace Fact Sheet
Health Reimbursement Arrangements
Independent contractor vs. employee
Paying Your Taxes Online – IRS Direct Pay
Planning for the .9% Earned Income Surtax
Planning for the 3.8% Investment Surtax
Qualified Business Income (QBI) Deduction
Required Minimum Distributions
Smartphone apps for tax recordkeeping
Tax Consequences of Getting Married
Getting Ready for the Upcoming Tax Season
CLIENT INFORMATION COLLECTION CHECKLIST & QUESTIONNAIRE
2019 Income Tax Organizer Worksheet
2019 Tax Essentials Newsletter
Estate and Trust Tax Organizer
New! Tax Cuts & Jobs Act (the new tax bill)
Tax Cuts and Jobs Act Newsletter
1040 News – Quarterly Tax News & Tips
Quarterly Newsletter – Back Issues
Taking Advantage of Your Tax Deductions
Household Inventory for Casualty Losses
Tax Deduction Finder – For States Not Conforming to Federal Changes
Tax Deduction Finder – For States Without Income Tax
Volunteer opportunities for families
Tax Information About the Affordable Care Act
Health Insurance Checklist (For years 2018 and before)
How the Affordable Care Act Affects You
Tax Information for Business Owners
Business Expense Checkbook Keeper
Individual Payroll (Horizontal)
New Business Guide (sole proprietor)
Partnership year-end checklist
Product Inventory Worksheet for Tax Recordkeeping
Recordkeeping for business mileage
Small corporation year-end checklist
Tax Information Specific to Your Profession
Tax Information for Daycare Professionals
Recordkeeping for Casual Gamblers
Sessions Approach to Gambling Log
Tax Information in Spanish Language
Spanish Business I & E Worksheet