Downloads & Additional Resources

Welcome to the Resource Center. Find out what is new in taxes, finance, and business issues. Use the downloads and publications below to better plan for your financial future.

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 on the link at the bottom of the page. Your feedback is important to us.

 

Tax Topics

Employer Forms

Forms employers need for employees

Individual Return Key Filing Dates

Key Federal filing dates for Individuals are listed here.

Preparing Your Individual or Business Income Taxes

Preparing your income taxes doesn't have to be so taxing!

Recordkeeping Requirements

How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.

Start Your Business Right!

Are you confused where to even start to get your business setup? What do I file? Who do I talk to? How do I stay out of trouble? Take a look at this download to point you in the right direction.

Tax Information for You

Take a look at our tax newsletters (on our "Newsletters" page) we have for you. They will help you reduce your business and personal taxes by planning ahead, instead of trying to clean up a problem after the fact. In addition, see below the "special" tax situations that may apply to you.

What Business Entity should I select

Selecting how to start your business properly can be confusing. Take a look at this simplified example to see some of the tax implications of your selection.

Client Advisor

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.