Resources

Helpful Documents

1. GENERAL

See Attached (Contractor vs Employee Designation)

2. INCOME TAX


Links to our 2018 tax documents

Tax Preparation Checklist (click here): This document is a checklist for clients to use when gathering their 2018 tax documents.

Tax Letter (click here): 2018’s Tax Letter with information about our processes.

Tax Update (click here): 2018’s Tax Update with information about the tax law changes.

Links to our 2017 tax documents

Tax Preparation Checklist (click here): This document is a checklist for clients to use when gathering their 2017 tax documents.

Tax Letter (click here): 2017’s Tax Letter with information about our processes.

Links to our 2016 tax documents

Tax Preparation Checklist (click here): This document is a checklist for clients to use when gathering their 2016 tax documents.

Tax Letter (click here): 2016’s Tax Letter

Tax Update (click here): A short summary of the main tax related areas effecting individuals in 2016.

Links to our 2015 tax documents

Tax Preparation Checklist (click here): This document is a checklist for clients to use when gathering their 2015 tax documents.

Client Engagement Agreement (click here):Our standard engagement agreement for 2015 tax clients.

Tax update (click here): A short summary of the main tax related areas effecting individuals in 2015.

Links to our 2014 tax documents:

Tax Preparation Checklist (click here): This document is a checklist for clients to use when gathering their 2014 tax documents.

Client Engagement Agreement (click here):Our standard engagement agreement for 2014 tax clients.

Tax update (click here): A short summary of the main tax related areas effecting individuals in 2014.

Links to our 2013 tax documents:

Client Organizer (click here): This document is a checklist for clients to use when gathering their 2013 tax documents.

Client Engagement Agreement (click here): Our standard engagement agreement for 2013 tax clients.

3. PAYROLL

(See Attached Payroll Tax Guidelines, Employer Forms, and Employee Forms).

Here are a few other helpful documents and links:

Non-Profit/Government Resources:

Internal Revenue Service (www.irs.gov): All the tax forms are listed on the Forms and Publications sub page. These publications contain a wealth of information on nearly all tax topics.

Small Business Association (www.sba.gov): A wealth of information about starting and managing a small business.

Denver Small Business Development Center (www.denversbdc.org): Offers low cost seminars and classes to help you learn skills in business management, accounting and financial growth, sales and marketing tactics. These courses and seminars provide you with valuable networking opportunities and learning how to make your business grow.

Corporate Resources

Quickbooks (www.quickbooks.intuit.com): Necessary software to accurately track your expenses. We are certified Pro-Advisors and are happy to offer clients assistance with using the software.

RSSBus (www.rssbus.com/excel/quickbooks): The RSSBus QuickBooks Excel Add-In is a powerful tool that allows you to connect with live data from Quickbooks and QuickBooks Online, directly from Microsoft Excel.

Entrepreneur (www.entrepreneur.com): A good resource for business ideas and ways to grow your business.