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.
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.
Important Tax and Financial Information
Click on any Link Below for More Information
Rental Property Self-Employment Home Office Clergy and Non-Profits Health Care Professionals Educators Tax$avers Cutting Your Taxes Itemized Deductions Recordkeeping Homeowners Moving Seniors 2001 Tax Alert Wealth Builders How you can determine your net worth and build for your future. Individual Retirement Accounts Household budgeting Your Net Worth Smart Banking Tax Planning
ADVANTAX Get the advantage on taxes this season!
An Informative discussion and helpful income and expense organizer for taxpayers with rental properties.
A helpful discussion of the tax treatments, traps and allowable deductions for self-employed.
Provides rules for taking and calculating deductions for business use of home.
Helps Clergy and those employed in non-profits to understand their specific imcome and expense treatments.
Covers the tax and deduction opportunities for taxpayers employed in health care.
Addresses the special expense deductions allowed to educators.
Full of planning tips and advice. Cites over 20 practical tax saving steps for individuals. Very well liked.
An easy to use and truly helpful checklist for itemizing their deductions.
Lists what to keep and for how long in accordance with the IRS Regulations. Takes the mystery out of recordkeeping.
Details the tax advantages and critical issues of home ownership. Great for first-time homeowners and even taxpayers in the 3rd or 4th home. Newly revised to reflect new laws!
Spells out indispensible rules on which moving expenses are deductible and not deductible. Provides tips on staying organized through the move.
Coaches Seniors regarding tax laws pertinent to their situation, e.g. Social Security, Retirement Plan withdrawals, medical insurance and expenses, and much more.
A concise summary of new tax laws affecting most taxpayers.
Discusses the types of IRA's, limits, options, withdrawals rules and alternatives.
A valuable worksheet to show clients their fixed and variable monthly expenses and how to budgetfor savings. Perfect basics for all taxpayers.
A straight forward worksheet to help calculate your net worth.
Packed with ideas on ways you can save money with banking products.
Actionable tax planning/cutting tips for every taxpayer.