Client Documents

Click any of the below images to view the client document(s) in PDF format.

The Affordable Care Act – Employer Health Care Agreements:

2015 Health Care - Employer Payment Plans – Employer Health Care Arrangements – ACA’s Thorny Impact on More-Than 2% S Corporation Shareholders – In Last Minute Move, IRS Spares Small Employers Big Obamacare Penalties For 2014 – Large Penalties Await Employers Who Reimbursed Certain Employee Health Insurance Premiums In 2014


Year-End Planning

Business Year-End Planning:


Individual Year-End Planning:


2015 Tax Filing Season – Blank Individual Organizer: