We’ve compiled resources and tools from our own real world experience to help businesses and individuals better manage their financial planning.
Have a question or resource you’d like to see? Reach out and let us know.
For Businesses
- 2023 Business Tax – Top 10 (PDF, 130kb)
- How to Make Pass-Through Entity Tax Payment in Illinois (PDF, 145kb)
- 20 Point Guide: Contractor v. Employee (PDF, 284kb)
- Promissory Note Example (.doc, 15kb)
- Company Capitalization Policy Template (PDF, 88kb)
- Section 1202: Small Business Stock Gains Exclusion (PDF, 2MB)
- Home Office Deduction Rules (PDF, 85kb)
- Home Office Tax Deductions explained (video)
- Form 1099 Rules for Companies (video)
- How to Set-up an EFTPS online account (video)
For Individuals
- 2023 Personal Tax Organizer (PDF, 490kb)
- 2023 Personal Tax Planning Tips (PDF, 1MB)
- 2023 Home Energy Tax Credits (Infographic)
- How To Make Payments to the IRS (video)
- How to Access Your Online IRS Account (video)
- How to Make Payments to Illinois (video)
- How To Make Quarterly Tax Payments on MyTax Illinois (PDF, 437kb)
Subscribe to our YouTube Channel
The Rob CPA YouTube channel provides viewers with accurate content so they can be proactive in their tax planning strategies and in building financial wealth. The video topics reflect real-world issues that I’ve seen our clients experience relating to their personal tax returns, retirement plans, and accounting.
General Guides & Worksheets
- 2023 Retirement Plan Comparison (PDF, 280kb)
- Charitable Donation Summary Worksheet (PDF, 435kb)
- Getting Started: An Essential Guide for First-time Founders (PDF, 890kb)