White Papers and Other References
Tax Tables 2023
Tax Tables 2022
Tax Tables 2021
Individual Tax
The Setting Every Community Up for Retirement Enhancement (SECURE) Act
Individual Year End Planning Tips
Tax Tips for Homeowners
Identity Theft – Protecting Your Information
Identity Theft – When Your Identity Is Stolen
Record Retention Guidelines
Business Tax
When Does Your Growing Business Need a CPA Firm?
TCJA: 20% Deduction for Qualifying Business Income
Business Year End Planning Tips
The Research & Development Tax Credit
Federal Unemployment Tax Act
941 Instruction Form
Entrepreneur Resources
Managing Small Business Finance
Key Person Bonus Plan
Additional Resources
Health Savings Accounts as a Retirement/Investment Vehicle
New Partnership Audit Guidelines
Safe Harbor for Rental Real Estate
Simple IRA
ROTH IRA Planning
Simplified Employer Pension (SEP) IRA