Resources

documents

pdf download

2019 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.

pdf download

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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