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Accounting Resources

The tools we use to help you

We firmly believe that the best tax and accounting firms are those that take full advantage of all the tools available to them. We consider it our job to stay on top of new technology trends, and we always do our best to provide our clients with the newest and smartest tools out there.

Click the links below to learn about a few of the different types of tools we’ve employed in the past:

> I’m Available to Speak to Your Group

> Recommended Software & Apps

Messaging Solutions

Virtual Fax Solution
j2 by Global Communications (Receive faxes and voicemail in your e-mail inbox, and store them on your PC. No fax machine required. This service also provides you with your own fax number).

Business Forms and Checks

Check Ordering
www.checksforless.com (Some great prices on business forms and checks).

Order Software


Recommended Books

2014 Mid-Year Tax Planning

We are already midway into 2014 and now is the time to review your tax strategies and make any adjustments if you want to impact your 2014 tax bill. To help you through the process we’ve just made available the 2014 MID-YEAR TAX PLANNING LETTER. Topics covered in this letter include:

  • Tips for easing your 2014 federal tax bill
  • Business tax review
  • Steps to deal with Medicare surtaxes
  • Marriage: tax benefits or tax penalties

To read any of these articles, just click on the link below

2014 Mid-Year Tax Planning

Tax Calendar

Tax CalendarStay on top of important tax filing, payment and other dates with this handy Tax Calendar. Click the link and you’ll be able to scroll through the next few months to view important dates for the upcoming tax season.

Year-End Tax Planning

We are quickly approaching the end of 2014 and now is good time to start thinking about steps you can take to lower taxes for the 2014 tax year. To help make this as painless as possible we’ve just made available the 2014 YEAR-END TAX PLANNING LETTER. Topics covered in this letter include:

  • Year-end tax saving tips and reminders
  • The Affordable Care Act: How it will affect your taxes
  • More tax saving strategies
  • Tax record keeping: Tips to make it easy

To read any of these articles, just click on the link below.
Year-End Tax Planning