Guides, Checklists and Worksheets

 

Employers: Determine if you qualify for the Employee Retention Credit in this free tool from provided from Thomson Reuters: EMPLOYEE RETENTION CREDIT ELIGIBILITY TOOL

 

Employee or Independent Contractor
Download Family Employees Checklist
 
Farm Succession Planning Checklist
 
Do you have a business or hobby?
 
Selecting an Accounting Firm
Download the Charitable Donations Worksheet