Resources
Helpful Resources for Owners and Taxpayers
Checklists from our firm and direct links to the official references we point people to most often, all gathered in one spot.
-
Tax organizer
A checklist of the personal details, income records and expense records to gather before your income tax return is prepared.
-
Sharing documents securely
Why tax and personal documents should stay out of email and web forms, and what happens instead.
-
How our pricing works
An overview of our monthly, hourly and by-project options.
-
Frequently asked questions
Answers about bookkeeping, tax preparation, IRS notices, processes and cash flow.
Helpful links
Official references and how-to guides
These links open on the websites of the organizations that publish them. Requirements can change, so treat the source as the final word on current rules.
- Adding your accountant to QuickBooks Intuit’s steps for giving an accountant access to QuickBooks Online.
- IRS deadlines (Publication 509) The IRS tax calendars, covering due dates through the year. Opens as a PDF.
- IRS tax code, regulations and official guidance Where the IRS points readers for the rules themselves.
- IRS Form 2848 Power of Attorney and Declaration of Representative, used to authorize a representative of your choosing. Opens as a PDF.
- IRS Form 8821 Tax Information Authorization, which lets a person you name receive your tax information. Opens as a PDF.
- Beneficial Ownership Information Reporting FinCEN’s page on who must report, along with its current guidance.
Book a Consultation
Let’s talk about what comes next
Request a consultation online, or give us a call. We will listen first, then help you decide on sensible next steps.