Client Resources

  • Tips from the IRS on choosing a tax preparer

    Most tax return preparers provide honest, quality service…but there are some bad apples out there, from unethical preparers to outright scammers. When hiring an individual or firm to prepare your tax return, you need to understand how to choose a tax preparer and what questions to ask. This guide from the IRS will help you with exactly that.

  • Basics for Starting a Business

    This article from the IRS provides links to basic federal tax information for people who are starting a business, as well as information to assist in making basic business decisions. However, this information should not be construed as all-inclusive. For the best business outcomes, meet with a CPA who has a background in business taxes.

  • Tax Filing Timeline & Checklist

    This custom Tax Filing Timeline & Checklist from The Diligent CPA will make it a breeze gather your tax documents and file on time with ease.

  • S-Corp Tax Filing Checklist

    If you’ve incorporated as an S-Corp, you have more in-depth filing responsibilities at tax time. This comprehensive checklist will help you check all of those boxes.