New Client Organizer
A downloadable organizer for new individual tax clients.
New Client Organizer (PDF)
Business Record Retention Policy
A downloadable record retention policy for business use. This policy is a recommendation; we have seen many conflicts in dates. We have erred on the side of conservatism.
Business Record Retention Policy (PDF)
One Page Business Plan
A downloadable first step in planning your business.
One Page Business Plan (PDF)
Legal Entity Structures for Your Business
A downloadable breakdown of options for the legal structures for your business.
Legal Entity Structures for your business (PDF)
A downloadable breakdown of how to determine your state of residency.
Residency Defined (PDF)