Resources
IRS – One stop shop to get information on filing dates and important forms
Tax Planning & Compliance
IRS Publication 334 – Tax Guide for Small Business –
https://www.irs.gov/publications/p334
Explains business expenses, estimated payments, and record keeping.
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AICPA Tax Resource Center –
https://www.aicpa.org/resources/article/tax-resource-center
Authoritative but approachable — ideal for high-level insights you can reference with clients.
Tax Foundation –
https://taxfoundation.org/
Clean summaries of current tax brackets, deductions, and proposed law changes.
Real Estate Investors & Landlords
IRS Publication 527 – Residential Rental Property –
https://www.irs.gov/publications/p527
Explains depreciation, expenses, and what qualifies as a rental business.
Bigger Pockets Guides –
https://www.biggerpockets.com/guides
Articles on tax strategy, 1031 exchanges, and cash-flow analysis.
HUD Landlord Resources –
https://www.hud.gov/topics/rental_assistance/phprog
Good for clients renting to Section 8 or considering housing programs.
Small Business & CFO Resources
IRS Small Business and Self-Employed Tax Center –
https://www.irs.gov/businesses/small-businesses-self-employed
Covers deductions, estimated taxes, forms, and entity info in plain English.
SBA Learning Center –
https://www.sba.gov/learning-center
Solid free courses on business finances, funding, and growth.
Score.org Templates & Tools –
https://www.score.org/templates-resources
Cash flow templates, business plans, and financial projections — super practical for new entrepreneurs.
QuickBooks Resource Hub –
https://quickbooks.intuit.com/r/
Great for clients learning QBO, payroll, or budgeting.
Tools & Calculators
Financial Wellness & Planning
FINRA Investor Education Foundation –
https://www.finrafoundation.org/
Excellent unbiased tools on saving, investing, and avoiding scams.
Investor.gov –
https://www.investor.gov/
SEC’s guide for individuals on building portfolios and understanding risk.
SmartAsset Tax Calculator –
https://smartasset.com/taxes/income-taxes
Simple calculator for state/federal estimates — clients love using it before meetings.
Contact
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