Client Handouts

RECORD RETENTION GUIDELINES FOR INDIVIDUALS
Individuals Record Retention Guidelines

RECORD RETENTION GUIDELINES FOR BUSINESSES

Business Record Retention Guidelines


OTHER MISCELLANEOUS HANDOUTS

Arizona Charitable Tax Credit

Business Meals Rules


Business Record Set-up

Calculate Your Retirement Needs

Charity Contribution Limits

Entity Comparison

Financial Ratios

Substantiation Charity

Things to know about T&E

Travel and Entertainment Substantiation

When You Sell Your Business