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NEWSLETTERS / CHECKLISTS ¬
- Periodic newsletter of general tax information on current tax developments as it pertains to personal, estate and business taxes.
- An annual update of new developments in QuickBooks and a discussion of problem areas, such as billing or inventory management.
- An annual update on payroll requirements, such as Social Security limits, etc. and payroll department issues, including subcontractors.
- An annual update of requirements for Not-For-Profit organizations who file a 990, 990-EZ, 990-PF or 990-T.
- This checklist should assist you in documenting your valuable papers. We recommend you keep a copy with the executor of your estate, key family members, and others who should be informed.
- Sample documents recommended for non-profit organizations.
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- Whistleblower Policy
- Conflict of Interest Policy
- Document Retention/Destruction
- Disaster Recovery Plan
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| 106 Prospect Street |
| Southampton, NY 11968 |
| ph: 631.283.2370 |
| fx: 631.287.4347 |
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