Alan L. Gordon, CPA, P.A. provides the
following publications as a service to our clients. These
articles are designed to be informative for our clients,
but certainly can not be specific enough to meet every client's
needs. Before making any decision or taking any action that
might affect your personal finances or business, you should
consult a qualified professional advisor who understands
your particular factual situation.
Retention Guide - Businesses are required by law to
maintain certain records for specified periods of time.
It is wise to maintain these records for that length of
time, and no longer.
2011 Year End Tax Planning for Individuals There is still time to reduce your 2011 tax bill and plan ahead for 2012. This letter highlights several potential tax-saving opportunities for you to consider. I would be happy to meet with you to discuss specific strategies.
Taxpayer Checklist - When coming to our office for
your initial consultation regarding business tax preparation,
we will need certain documents to evaluate your situation.
This document details those requirements.
Taxpayer Checklist - For your personal income taxes,
a different set of documents and records are required to
evaluate and prepare your returns. This checklist will
assist you in collecting these records.