White Papers and Other References

Tax Tables 2020
Tax Tables 2021

Individual Tax

The Setting Every Community Up for Retirement Enhancement (SECURE) Act
Individual Year End Planning Tips
Investment Planning Tips
Tax Tips for Homeowners
Identity Theft – Protecting Your Information
Identity Theft – When Your Identity Is Stolen
Record Retention Guidelines

Donation Value Calculator

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
Small Business Administration (SBA) 2019 Resource Guide
The Small and Mid-size Business Guide to Getting Sales Tax Right
Brewers, Winemakers, Distillers: Vermont Taxes and the Manufacture and Sale of Alcoholic Beverages
Sales Tax Nexus Questionnaire
Five Steps to Sales Tax Compliance
SCORE Presentation: Critical Year-End Tax Tips for Business Owners
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

Instructional Client Videos

Net Client Portal Tutorial
DocuSign Tutorial

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