Financial Tools & Resources

Helpful Links & Guides for Individuals and Businesses

We believe informed clients make better decisions. This resource center offers convenient links and information to help you manage your financial records, track refunds, and access official forms. Whether you're filing taxes, organizing your documents, or just need clarity, the tools below are here to support you.

IRS Tools & Tax Information

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New Hire Forms & Employer Resources

For businesses managing payroll and compliance, the forms below are essential for onboarding employees and meeting federal requirements.

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W-4 Form
Used to determine the amount of federal income tax to withhold from employee pay.

Download W-4 Form (IRS)

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I-9 Form
Required for all employees to verify identity and authorization to work in the U.S.

Download I-9 Form (USCIS)

Record Retention Guide

Knowing how long to keep financial documents is essential for compliance, security, and planning. Use the guide below to stay organized and avoid unnecessary risk.

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Business Records

  • Keep for 1 Year – e.g., customer correspondence, duplicate slips
  • Keep for 3 Years – e.g., employee records, inventory tags
  • Keep for 6 Years – e.g., bank statements, payroll summaries, sales records
  • Keep Forever – e.g., incorporation documents, tax returns, deeds
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Personal Records

  • Keep for 1 Year – e.g., bank statements, paycheck stubs
  • Keep for 3 Years – e.g., credit card statements, medical bills
  • Keep for 6 Years – e.g., tax support documents, property receipts
  • Keep Forever – e.g., tax returns, legal records, pension reports

Tips for Protecting & Backing Up Your Records

In today’s digital world, protecting your financial information is just as important as keeping it. We recommend:

  • Create electronic backups of key records
  • Use secure online storage or encrypted drives
  • Label physical backups and store in a fire-safe location
  • Shred old documents with sensitive information to prevent identity theft

Need Help Navigating Your Financial Records?

Even with the right tools, questions can still come up. Whether you're unsure what to keep, how to access IRS resources, or need guidance on organizing your business documents, we're here to help. Our team can walk you through the details and give you personalized support.