Resource Center
Documents that represent our legal and organizational information we share with our clients each tax year. We prepare customized Engagement Letters:
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1040
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1041
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1065
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1120/1120S
We also provide individualized Tax Organizers.
Legal...
Tax Prep...
Client Docs
Tools
Valuable calculators:
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Mortgages
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Savings
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Investments
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Retirement
Great Planning
Tools...
Client Docs
Links
General tax info for individuals
and businesses:
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Tax Deductions
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Tax Refunds
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SBA
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Tax Credits
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Identity Theft
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Tax Forms
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BBB
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Business Entities
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IRS Notices
Helpful Tax
Links...
Support
A directory to all our website functions, links, tools, client documentation, contact options and remote support capability.
How Can
We Help?
Retention
Federal law requires you to maintain copies of your tax returns and supporting documents for 3 years.
This is called the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time.
How Long is
Long Enough?