Skip Navigation LinksAccounting and Tax > Tax Services for Business > Resources

Business Tax Resources

Presentations

Documents

  • Business Consent to Disclose Tax Return Information Form

    Consent is sought to disclose your tax return(s) or other tax information to third parties. Disclosure will be limited to only those persons or parties you designate below, or hereafter provide written authorization of disclosure.
    Download

  • Business Entity Selection Guide

    Download this detailed guide to help evaluate the type of business you should form to start a new business, acquire a new business or expand the business.
    Download

  • Business Plan Outline

    A helpful guide to put together your business plan.
    Download

  • Personal Financial Statement

    A personal financial statement worksheet provided by SVA.
    Download

  • Roth IRA Distribution Flowchart

    This chart provides an overview of the required minimum distribution rules for Roth IRAs as they apply to post-mortem options available.
    Download

  • SVA Records Retention Guide

    Downloadable .pdf file.
    Download

  • SVA Tax Reference Guide

    Downloadable .pdf of the SVA 2014 Tax Reference Guide.
    Download

  • The Roth IRA Conversion Decision

    This chart is a summary of the reasons why a client should consider converting to a Roth IRA. It also includes a checklist of actions needed to be taken for a successful Roth IRA conversion.
    Download

  • The Roth IRA Quadrants

    This chart provides a step-by-step explanation of the Roth IRA Distribution Rules. it also illustrates the benefits of naming a trust as beneficiary of a Roth IRA.
    Download

  • Top Ten Ways to Make Tax Filing Easier

    Avoid problems at tax time by taking these ten easy steps to make filing easier. Download this helpful .pdf.
    Download

  • Traditional IRA Distribution Flowchart

    This chart provides an overview of the required minimum distribution rules and the post-mortem options available.
    Download

Websites

  • Social Security Benefit Calculators

    The Retirement Estimator produces estimates that are based on your actual Social Security earnings record.

    Visit this website

  • SVA Web Tax Guide

    Visit this website