Downloadable Resources
We've created helpful guides and checklists to make preparing for insurance quotes and tax appointments easier. Click on any resource below to download.
Tax Preparation Checklist
Complete checklist of documents and information you'll need for your tax appointment.
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Auto Insurance Checklist
Everything you need to gather before getting an auto insurance quote.
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Home Insurance Checklist
Information and documents needed for a home insurance quote.
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Small Business Bookkeeping Guide
Starter guide for small business owners on bookkeeping basics.
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Tax Preparation Checklist
Use this checklist to gather everything you'll need for your tax appointment:
- W-2 forms from all employers
- 1099 forms (1099-NEC, 1099-INT, 1099-DIV, 1099-B, etc.)
- Social Security numbers for yourself, spouse, and dependents
- Dates of birth for all family members
- Brokerage and investment account statements
- Receipts for business expenses
- Last year's tax return
- Property tax statements
- Mortgage interest statement (Form 1098)
- Charitable contribution receipts
- Medical expense receipts (if itemizing)
- Education expense documents (1098-T, student loan interest)
- Retirement account contribution statements
- Rental property income and expense records
Auto Insurance Checklist
Before getting an auto insurance quote, have this information ready:
- Driver information (names, dates of birth, license numbers)
- Vehicle information (make, model, year, VIN)
- Annual mileage estimate
- Primary use of vehicle (commuting, pleasure, business)
- Driving history (accidents, tickets, violations in past 3-5 years)
- Current insurance policy details
- Desired coverage limits and deductibles
- Safety features (anti-theft, airbags, etc.)
Home Insurance Checklist
To get an accurate home insurance quote, gather this information:
- Property address
- Current insurance company and policy details
- Year the home was built
- Square footage (total living area)
- Roof age (when last replaced)
- Claims history on the property
- Property type (single-family, condo, townhouse, etc.)
- Safety features (security system, smoke detectors, fire alarms)
- Special features (pool, detached structures, etc.)
- Estimated replacement cost (if known)
Helpful Articles & Tips
Small Business Bookkeeping Basics
Essential bookkeeping practices for small businesses:
- Separate business and personal accounts
- Keep all receipts and invoices organized
- Reconcile accounts monthly
- Track all income and expenses
- Maintain accurate records for tax purposes
- Use accounting software or professional services
- Review financial statements regularly
How to Choose Car Insurance
When selecting auto insurance, consider:
- Your state's minimum coverage requirements
- Your vehicle's value and your ability to replace it
- Your financial situation and risk tolerance
- Available discounts (multi-vehicle, bundling, safe driver)
- The insurance company's reputation and claims process
Tips to Reduce Tax Liability
Ways to minimize your tax burden:
- Maximize retirement account contributions (401k, IRA)
- Take advantage of tax credits (EITC, child tax credit, education credits)
- Track and deduct all eligible business expenses
- Consider itemizing if deductions exceed standard deduction
- Make charitable contributions before year-end
- Plan ahead with year-round tax planning
Bookkeeping Mistakes to Avoid
Common bookkeeping errors that can cost your business:
- Mixing personal and business expenses
- Not keeping receipts and documentation
- Failing to reconcile bank accounts regularly
- Not categorizing expenses correctly
- Ignoring small transactions
- Not backing up financial records
- Waiting until tax time to organize records