Client Information

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)


Residency Defined

A downloadable breakdown of how to determine your state of residency.

Residency Defined (PDF)

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