RESOURCES

For Your Business and Personal Taxes

Obtain IP PIN

Obtain IP PIN

Get An Identity Protection PIN (IP PIN) An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security or Individual Taxpayer Identification Number. The IP PIN is known only to you and the IRS....

Business Appointment

Items to bring to your Business appointment Copy of prior year’s corporate or partnership tax return (if applicable) Articles of Incorporation / LLC Articles of Organization EIN letter (if you have it, or at least the EIN number) Partnership/LLC Operating Agreement /...

Starting a small business, but not sure where to begin?

Starting a small business, but not sure where to begin?

The Small Business Handbook for Success will help you organize yourbusiness through sound, professional advice about minimizing risks, savingmoney, and making choices that offer the best legal protection for yourstart-up. From choosing the right...

New Business? The right choices now could save you big headaches later.

New Business? The right choices now could save you big headaches later.

When you start a new business you are excited to start living the dream! To see your ideas come to life stirs an innate desire to be independent and be successful doing things on your own. A truly smart choice is get advice from those who have be down that road before...

Onboarding New Employees

Onboarding New Employees

Here are the necessary payroll forms your new employees need to fill out. For security purposes, please do not e-mail them to us, rather, upload the completed forms to the client portal. Client Portal New Employee Payroll Packet New Hire Checklist Direct Deposit...

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