Client Handouts

RECORD RETENTION GUIDELINES FOR INDIVIDUALS
Individuals Record Retention Guidelines

RECORD RETENTION GUIDELINES FOR BUSINESSES

Business Record Retention Guidelines


OTHER MISCELLANEOUS HANDOUTS

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