Welcome to our Resource page where you'll find items of frequent interest and other information helpful to a successful financial future.  


Downloads & Links

IRS forms and publications.

Tax ThingS 

  • How long do I keep documents?
  • Annual payroll & tax letter 
  • Tax filing deadlines
  • List of qualified itemized deductions
  • IRA Rules and limits
  • Can I take him/her as a dependent?

 more Things

  • When to take Social Security
  • Roeser Photo Gallery
  • Annual 
  • What qualifies for the special 179 Depreciation?
  • What's my business worth?  A white paper.
  • Financial Statement service types


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