Tax Resources

Tax Documents Retention Guidelines

What 2017 tax records can you toss once you’ve filed your return? The short answer is: none. You need to hold on to all of your 2017 tax records for now. But this is a great time to take a look at your records for previous years and determine what you can purge.




Tax Return Due Dates

We have created a chart to help you keep track of all the important tax due dates.




Tax Saving Strategies Individuals

Download this checklist for personal income tax savings ideas that you can discuss with your Alerding CPA Group Tax advisor.




Nonprofit Tax Checklist

Download this checklist to help you gather everything that will be needed to prepare your 990 tax return.




Individuals Tax Checklist

Download this checklist to help you gather everything that will be needed to prepare your personal income tax return.




Tax Saving Strategies Businesses

Download this checklist for business income tax savings ideas that you can discuss with your Alerding CPA Group Tax advisor.




Business Tax Checklist

Download this checklist to help you gather everything that will be needed to prepare your business income tax return.