Additional Information

Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.

Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.

Tax Topics

Individual Return Key Filing Dates

Key Federal filing dates for Individuals are listed here.

Recordkeeping Requirements

How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.


Rental activity issues

Sample Operating Agreement for LLC

This is a sample of what should be included as a minimun in your LLC operating agreement. You should consult an Attorney with your ideas and thoughts to create your final documents but this will assist you in identifying what to consider and questions to

Tax Audit Notices

What to do if you get an Audit Notice from the IRS or state taxing agency.

Client Advisor

Starting a New Business?

Things to consider when are you are thinking about a new business enterprise.

Smart Finance

Smart Banking

Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.