Handy tools to get you started.

SCHEDULE

MEETING

CLIENT

PORTAL

RETIREMENT

READINESS

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.

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 create a plan for paying off your debts once and for all.

Use this tool to see how quickly you can eliminate your mortgage with extra payments.

Use this tool to determine if Roth or Pre-Tax contributions are right for you.

Use this tool to calculate and analyze your monthly or annual budget.

Use this tool to calculate payments on an installment loan.

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 2020 plan year.