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Resources

In order to help keep you informed and to provide tools and time savers, we have included a few links and downloadable .pdf documents for you. We continually update this page as new information becomes available so check back often. As always, if you would like a link or helpful worksheet, please give us a call or send an email and we would be glad to add it here as a resource for you.

Secure File Pro

Safeguarding your information is of utmost importance to us. Please follow the SFP link below to log into your account to share and retrieve files securely. If you need any assistance, please feel free to contact us.

SFP Link

2014 Seasons Greetings Newsletter

As we approach the end of 2014 we want to update you on some of the items you should know. This link to a .pdf of our one-page newsletter will help update you on some of these highlights.

Seasons Newsletter

2014 Facts and Consequences

The only thing that is constant in tax law is that it always changes. This four-page .pdf newsletter outlines some of these changes and what the consequences of these changes are to the average taxpayer.


Facts & Consequences

2014 Year End Letter

With many changes this year that could affect you, we have put together this .pdf to help you get ready for the end of the year, with a few tips and thoughts to help you end the year with your 2014 taxes in mind.

Year End Letter

2014 Income Tax Organizer

When gathering your information to assist in the preparation of your tax return for 2014, sometimes it is helpful to have a guide to help you gather all the important items. Please download this .pdf to assist you.


Personal Organizer

2014 Small Business Compiler

If you are a Schedule C Small business or contractor, you may be unsure what information you will need to prepare your taxes. Please use this .pdf guide to assist you in gathering information and providing helpful tips.

Business Compiler