Resources

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Don't let the small box fool you. There is a wealth of information, tax and financial calculators, as well as appointment checklist.

Financial Calculators

A tool used to estimate monthly payments and total interest for loans based on factors like loan amount, interest rate, and term length. Investment Calculator: Helps users assess potential returns on investments by computing compound interest, future value, and other relevant metrics based on initial investment amount and expected rate of return.

Small Business Tax Prep Checklist

Gather all financial documents: Collect receipts, invoices, bank statements, and expense reports to ensure accurate reporting of income and deductions for your small business tax return. Review tax deductions: Identify eligible deductions such as business expenses, home office expenses, vehicle expenses, and retirement contributions to minimize taxable income and maximize potential tax savings.

Individual Tax Prep Checklist

Gather all necessary documents: Collect W-2 forms, 1099 forms, receipts for deductible expenses, and any other relevant financial documents to ensure accurate tax filing. Review financial records: Double-check income and expense records for accuracy, ensuring all income sources and deductions are accounted for to minimize errors and potential audits.

Real Estate Investor Checklist

Conduct thorough market research: Evaluate local market conditions, trends, and demographics to identify potential investment opportunities and assess risks. Develop a comprehensive investment strategy: Define your investment goals, criteria, and budget constraints, and create a plan to acquire, manage, and exit properties effectively.