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• If you'd like to securely send us a file containing sensitive information, click the LeapFILE logo below to access my secure file exchange site.  LeapFILE automatically protects your information under several layers of access firewalls and data encryption.  And don't worry---it's easy!

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General

• Record Retention Guide for Businesses

• Record Retention Guide for Individuals

• If you'd like me to disclose information to a 3rd party, please complete and return the Consent to Disclose Tax Return or Other Information .

• Want to become more organized? Read this AICPA brochure to get you started, Setting Your Financial Records Straight .

• Why is Recordkeeping Necessary?

• What is a CPA?

• Ask questions throughout each phase of your life.

• Charity Navigator - Helping charitable givers to make intelligent decisions by providing information on over 5,000 charities and by evaluating the financial health of each of the charities.

College Financial Aid Information

• The College Tax Breaks Explained - January 9, 2007 updated February 3, 2010 SmartMoney.

• Finaidfacts.org - A nice starting point when just learning about college financial aid.

• The SmartStudent guide to financial aid - www.finaid.org

• CollegeBoard.com - The College Board is a not-for-profit membership association whose mission is to connect students to college success and opportunity. Founded in 1900, the College Board is composed of more than 5,700 schools, colleges, universities and other educational organizations. Each year, the College Board serves seven million students and their parents, 23,000 high schools, and 3,800 colleges through major programs and services in college readiness, college admission, guidance, assessment, financial aid, enrollment, and teaching and learning. Among its best-known programs are the SAT®, the PSAT/NMSQT® and the Advanced Placement Program® (AP®). The College Board is committed to the principles of excellence and equity, and that commitment is embodied in all of its programs, services, activities and concerns.

• Application for Federal Student Aid (FAFSA)

• Collegesavings.org - This site provides detailed information about 529 college savings plans and allows you to compare plans from around the country.

• Savingforcollege.com - Objective information about Section 529 college savings plans and other ways to save and pay for college. They do not sell investments or offer individual investment advice. Instead, they compile and analyze the information that will help parents and financial professionals ease the pain of constantly rising tuition.

Tax Return Resources

• Download the list of items I need to prepare your Business income tax return , updated December 2009.
• Tax Organizer:  If you are a new client and would like a basic tax organizer to fill out for me, let me know.

• Need a mileage log?  Try my easy-to-use Excel spreadsheet.  Read more about the Standard Mileage Rate and business use automobile recordkeeping in my June 2005 Tax e-Newsletter.

• If you need help valuing your non-cash charitable contributions, visit The Salvation Army's website or the Goodwill website.

• High-Low Per Diem Amounts; SIFL Rates

• IRS Interest Rates, AFRs

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Last Modified:  May 28, 2010