“Keeping you perfectly balanced” also means keeping you well informed. As your partner and advisor we want to make sure that you understand and are equipped to address your corporate and personal financial needs on a cost, tax and time efficient basis. This chapter contains useful information, announcements, updates and tools to do just that.

Please click on the topics below to find out more.

Personal Tax Preparation

Business year end preparation checklist

• Existing clients (pdf)
• New clients (pdf)

Bookkeeping services

• Information required for monthly bookkeeping (pdf)

Frequently Asked Questions

• Important deadlines (pdf)
• Helpful websites & Phone Numbers
• How to get organized for a new business (pdf)
• Lease or buy? That is the question (pdf)
• Tips on organizing your information (pdf)