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Resources + Forms

AICPA Toolkit for Small Business

Get a free copy of the framework (PDF)

Tax Planning Guide

This guide will be updated so you will always have current information at your fingertips

Tax Record Retention Schedule

For businesses and individuals, this schedule is a starting point to answering the popular question, "how long should I keep this?"

Download 2017 tax forms below

Employer Forms - Tax Year 2017

Individual Forms - Tax Year 2017

Electronic Filing Authorization Forms

Beneficiary, Partner and Shareholder K-1s

Exempt Organization Forms

Articles + Resources

Nonprofit Newsbits: Q1 2018

Many nonprofits are poised to grow, but recognize risks More than three-quarters of nonprofits are at least “somewhat likely” to pursue growth through expanded fundraising

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