Forms & Guides

2020 Payroll Update Reference Guide
This comprehensive document includes payroll information you’ll need for the coming year.

2020 Payroll Information Quick Reference
This handy guide includes a quick at-a-glance summary of this year’s payroll information.

2020 Calendar of Payroll Dates
This tax calendar covers various due dates of interest to employers including payroll reports and Forms W-2, 1099, etc. The calendar also lists due dates for making individual estimated tax payments throughout the year.

2020 Retirement Plan Limits
This guide explains the newly adjusted retirement contribution amounts for the year 2020.

2019-20 Tax Planning Guide
This guide provides an overview of some key tax provisions that you need to be aware of and offers a wide variety of strategies for minimizing your taxes. But there isn’t space to touch on all of the available tax-savings opportunities, so please contact us to learn exactly which strategies can benefit you the most.


Records Retention Guidelines
This 1-page PDF gives helpful guidelines on which records you should keep and for how long. Please note that the retention periods are just guidelines. Don’t destroy any business or personal records without first checking with your CPA, attorney or insurance agent.


Donation Value Guide
The Salvation Army Donation Value Guide helps you determine the approximate tax-deductible value of some of the more commonly donated items. It includes low and high estimates. For professional advice, please contact us.