Monthly Archives: October 2014

2014 Year End Tax Planning Forms

Forms and Year End Information ….Tax Planning

Here are some forms and useful information to review for your year end tax planning.  If you have not had your year end tax review yet and need to schedule an appointment yet, please click here:

For information on what you will need to prepare for this appointment;

CLICK HEREYour Appointment Checklist – 2014

If you would like to use a fill in worksheet as a guide to send us,

CLICK HERE:  2014 Review Worksheet

For year end tax planning tips;

CLICK HERE for Business:  2014 Business – EOY tips

CLICK HERE for Personal:  2014 Personal – EOY tips


  • Your business year end is December.
  • All S-Corporations with a profit will need to some type of wage/payroll for 2014.
  • Your wages and taxes will be determined during your review appointment.