Welcome!

Free Resources for You

If you are looking for some tax or accounting resources and answers, you've come to the right place. Before committing to working with us, please take advantage of everything we offer for free. We hope it helps you on your journey to financial peace of mind.

Prepare for Taxes

This packet is full of the things you may need to do your taxes. We send this to client when they do their taxes with us. But it's a standard form that we've redone to be pretty. It's at your disposal.

Tax Prep

Business Tax Deductions

The List

Here is a list of expenses that may qualify as tax deductions for your business.

Starting a Business?

Take a look at this pdf. It was original created as a part of our business formation course. But we are offering it as a free resource. We hope it helps you as you plan your new business idea.

Business Formation

Are you an Independent Contractor?

Whether you are an independent contractor or you are hiring an independent contractor you may need this information before you get started.

Indepedent Contractor

Hiring Employees?

This pdf was created to help our payroll clients add employees to their payroll software. Inside you'll find a checklist of the things you need to onboard an employee and pay them.

New employee

No Accounting Software?

If you have a new business then you may not having accounting software yet. That means that all you have is bank statements. In order to do your taxes, you are going to need to know your income and your expenses. Here is a spreadsheet to get you started.

(We can do this for you, but we charge a fee)

Spreadsheet