2023 Payroll Packet
Our annual payroll packet provides payroll tax rates and limits, select forms for tax reporting, and information to consider in determining if a service provider is appropriately classified as an employee or an independent contractor.
Record Retention Schedule
This reference sheet offers guidance by providing a suggested time-frame for retaining various types of records.
Estate Tax Planning Questionnaire
This questionnaire can be a valuable tool to gather important information regarding your estate, both for purposes of providing a complete reference guide when needed by you or your heirs and to identify areas where your estate planning may benefit from additional attention to be sure your loved ones are provided for and your wishes are carried out in a manner that minimizes overall estate and income taxes.
Should I refinance my mortgage? How much do I need to save for my child's college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in the decision making process.
There are many great sites on the Web, but trying to find those great sites can be a frustrating experience. We have compiled a list of websites that we have found to be helpful sources of information.
The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.
Federal Tax Forms & IRS Publications
Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.