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Complete the Retirement Plan census file and other year-end information

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.