Giving to charitable organizations is a win/win – it helps the organization, while also providing a tax benefit to the giver. This detailed handout details the different types of charitable contributmore»
When your clients start a business, it’s important for them to understand the different types of entities they can operate under. Knowing this information affects how they will be taxed and also playmore»
This library of 35 highly relevant client brochures is an essential addition to any tax pro’s office. Filled with tax and business information your clients should be aware of, these detailed resourcemore»
The Federal Trade Commission requires all tax professionals and financial planners to advise their clients about their privacy policies and to not share nonpublic information with third parties withomore»
Provides advice on protecting yourself from identity theft and steps to take if you become a victim. Includes information of tax identity theft.
As a tax pro, you understand the importance of saving records after a tax return has been filed – however, your clients may not. The main reason for saving tax records is to substantiate the informatmore»
If you have clients who have an entrepreneurial spirit and are interested in owning their own business, give them this detailed client brochures to guide them in taking those first steps to being themore»
Build your relationships and stay connected with your clients and prospects throughout the year with TAX INSIGHT. Each monthly issue contains timely and helpful information that makes sense to your cmore»
We offer two versions of our popular Tax Tips client newsletter – one for your individual clients and one for your small business clients. These
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