Templates

Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.

Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.

Tax Topics

Individual Return Key Filing Dates

Key Federal filing dates for Individuals are listed here.

Not-for-Profit Guides

The follow link titles indicate information provided:a) Responsibility and Liability of Nonprofit Board members;b) Income Tax Issues Affecting Small Nonprofit Organizations:c) Budgeting: A Guide for Small Nonprofit Organizations;d) Audit Guide for Small Nonprofit Organizations; e) Comprehensive Nonprofit Resource Guide
f) template for Whistle Blower, and template for financial checkup.

Recordkeeping Requirements

How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.

Smart Finance

Smart Banking

Have you noticed that most major banks are announcing record profits? What can you do to become a smart bank shopper? Here are some tips.