Handy tools to get you started.
INDIVIDUAL
INCOME TAX
CLIENTS
Use this planner to organize your personal income tax related information and bring it to your appointment with your tax professional.
PERSONAL
INCOME TAX
WITHHOLDING
TAX PLANNING
FOR
INDIVIDUALS
This is a list of information your tax professional will need in order to maximize your tax-savings opportunities.
INVESTING
FOR
RETIREMENT
This resource is an introduction to key concepts you should know about when investing for retirement.
Use this tool to see how quickly you can eliminate your mortgage with extra payments.
BUSINESS
TAX
CLIENTS
Use this planner to organize your business financials and bring to your next appointment with your tax professional.
BUSINESS
TAX PLANNING
CHECKLIST
This is a list of items your tax planning professional will need in order to maximize tax-savings opportunities for your business.
RETIREMENT PLAN YEAR END TESTING CHECKLIST
This is a list of items your Third Party Administrator (TPA) will need in order to perform the annual compliance tests and to prepare your 5500 tax filing for your corporate retirement plan.
401(K) & CASH BALANCE PLAN FUNDING LIMITS
This one-pager lists the aggregate contribution limits for 401(k)/Cash Balance combo plans for the 2019 plan year.