Helpful Tools

Cycling journeyAs a cyclist, I wouldn’t think of embarking on a long journey without bringing a few key tools with me.

Some are there in case anything goes wrong, and others just help things go more smoothly along the way.

Business owners are on a journey, too – so here are a few of the tools we provide as you go:

 

 

 

 

 

Tax Tools

Access audio files & text scripts on key tax issues such as:

Are You A Victim of Identity Theft?

Disaster Assistance

Education Tax Credits & Deductions

Selling Your Home

…and many more.  Click the box below to access:

Access IRS audio help files blue

 

 (These tax resources are provided courtesy of irs.gov.)

 

Transition Planning

Changing Lanes Newsletter – for family businesses or anyone considering transition.  (Coming soon!)

 

Business Structure

Selecting the Right Structure For Your Business – download PDF

 

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