Resources
documents
2021 Tax Organizer
This is an organizer that is meant to assist you in gathering your information so we can prepare your returns accurately and cost effectively.
Records Retention Schedule
This document contains the retention periods that refer to the number of years from the date a tax return was filed.
Web Resources
- Berkheimer Tax Administrator – http://hab-inc.com
- Donation Value Guide – https://satruck.org
- Federal Student Aid – http://fafsa.ed.gov
- Internal Revenue Service – http://irs.gov
- PA Department of Revenue – http://revenue.pa.gov
- Saving for College – http://savingforcollege.com
- Social Security Administration – http://ssa.gov
Affiliations
- American Institute of Certified Public Accountants – http://aicpa.org
- Pennsylvania Institue of Certified Public Accountants – http://picpa.org
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