PDF Document Library

Our firm has done the searching, so you don't have too. We have tried to compile a list of the most used resources and forms available on the web. Please click on the form or resource below to either open the form or be redirected to the website that generated the resource material.

FORMS & NEWS

W-9 Forms (Rev. October 2007)
W-4 Forms
Form I-9
Retirement News for Employers

Articles

First-Time Homebuyers Credit

High Deductible Health Plan (HDHP) / Health Savings Accounts (HSA)

2008-2009 Home Improvement & Energy Efficent Tax Credits

Learn It

Learn It-Individual

Employer Provided Qualified (Retirment) Plan

Learn It-Business

Nonprofit Information and Changes

Our "Latest News" tab is designed to keep You, your family and your business up to date on all the important accounting changes, tax issues and current events that could impact the future. Please also check out our twitter page @gregssimpson to learn more or ask questions.

Click Here for Latest News

Latest News

Our website would not be complete without offering our clients and prospective clients "tools and resources" to assist them in making better accounting and tax decisions. One of the specialized resources we offer, includes the "Learn It" articles, Where we pick a topic related to accounting or taxes once a week and summarize it

Click Here for Client Resources

Client Resources

We want to provide helpful information to common events that take place during specific seasons. If you're thinking about buying a summer cottage, improving your primary residence or just granting your children's wish to attend summer camp; we might be able to help! To learn more about seasonal changes including if tax laws have changed on second-homes or if summer camp cost can be deducted from income

Click Here for Seasonal Info.

Seasonal Info