Additional Information
Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.
Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.
Tax Topics
Recordkeeping Requirements
How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.
Individual Return Key Filing Dates
Key Federal filing dates for Individuals are listed here.
Sample Operating Agreement for LLC
This is a sample of what should be included as a minimun in your LLC operating agreement. You should consult an Attorney with your ideas and thoughts to create your final documents but this will assist you in identifying what to consider and questions to ask your attorney about.
Tax Audit Notices
What to do if you get an Audit Notice from the IRS or state taxing agency.
Rentals
Rental activity issues
Client Advisor
Starting a New Business?
Things to consider when are you are thinking about a new business enterprise.
Smart Finance
Smart Banking
Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.