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Resource Library
Tax STRATEGY & Planning Downloads
Information on tax deductions that can lower your taxable income.
CHOOSING THE RIGHT BUSINESS ENTITY FOR SUCCESS GUIDE
Selecting the right business entity is an important decision for entrepreneurs and business owners. Whether you're a startup founder, a small business owner, or an aspiring entrepreneur, this guide equips you with the knowledge and strategies to set the right foundation for your business.
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14 Tax Planning Questions to Ask Your Tax Preparer
Want to be better prepared to discuss possible tax planning strategies with your tax preparer? Here are 14 helpful tax planning related questions to help you prepare for your next meeting with your CPA or Tax Preparer.
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Bookkeeping Checklist for Business Owners
Proactively monitor bookkeeping related tasks as a business owner during the year and know what's happening financially in your business!
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75+ tax Write Offs for Business owners
This guide can also help you to begin a conversation with your tax preparer on better understanding deductions available for your business and to plan for possible write-offs.
1099 Guide Resource for business owners
As a business owner, understand rules related to 1099-NEC distribution and remaining compliant.
2023 tax dates & organizer
Be in the know for important 2023 tax related dates and get organized for your tax preparer with our year end tax dates & tax organizer guide.
small business STARTUP GUIDE
Simple tips and information on business formation, initial steps needed to open a business bank account, selecting a payment processor and more!
Real Estate Agent deductible expenses
Understand expenses specifically related to the real estate industry to track and use to lower your taxable income.
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