Client Documents
Click any of the below images to view the client document(s) in PDF.
Business Year-End Planning:
Individual Year-End Planning:
2019 Tax Filing Season – Blank Individual Organizer:
The Affordable Care Act – Employer Health Care Agreements:
www.forbes.com – Small Business Health Reimbursement Accounts Resurrected For 2017
www.irs.gov – Employer Health Care Arrangements