Tax Resources

Research and Development Expenditures and Tax Credit

Find out how to take advantage of the Research & Development tax credit which was made permanent in 2015.




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.




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.




Business Tax Checklist

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