Resources

401k Audit Resources

Tools

• Cost Segregation Calculator
• Amortization Calculator
• Frequently Asked Questions
• Employer Mandate Penalty Calculator
• Individual Penalty Calculator
• Critical Issues Checklist for Farmers and Ranchers
• Employee Benefit Plan Audit Checklist
• Retirement Plan Questionnaire
• Critical Issues Checklist
• Sole Proprietorship/LLC Business Start Up Checklist
• S Corporation Business Start Up Checklist
• Estate Planning Checklist
• Individual and Business Tax Credits Checklist
• Quick Books Reference Guide
• Tax Organizer
• Tax Planning Checklist
• 2016 Tax Organizer
• Succession Scorecard For Family Owned Businesses
• Questions Every Family Business Owner Should Answer

Important Documents

• Repair and Capitalization Policy
• Business Organizer
• Tax Organizer
• Quickbooks Discount Order Form
• Records Release
• Records Retentions Schedule

Important Links

• IRS
• Where’s my Federal refund?
• Utah State Tax Commission Home Page
• Where’s my Utah refund?
• Doing Business in Utah Guide

Videos

• Click here to watch our videos