Choosing an Advisor

Why You Should Use a Financial Advisor

Why You Should Select a CFA Charterholder

Why You Should Choose a CFP®

Home & Family

Home Ownership 

529 Plans

Financial Aid for College 

Saving for College 

Tax Planning

Tax Planning

Important Tax Figures

Charitable Contributions 

Itemized Deductions

Kiddie Tax 

IRS Penalties & Audits 

Massachusetts State Tax Information 

Connecticut State Tax Information 

New York State Tax Information 

California State Tax Information 

Small Business

Starting a Business/Business Entity Choice 

S Corporations 

Parnerships & LLC’s 

Sole Proprietors & Farmers 

Payroll & Labor Laws 

Standard Mileage Rates  

Form 1099-Misc

Retirement Planning

Saving for Retirement 

ROTH 401K Plans

All About IRA’s

Insurance Planning

Variable Annuities

Estate & Business Planning

Estate Planning Mistakes

Family Businesses 

Eddy Company Monthly Newsletters
2016 Newsletters

 

Newsletter: January, 2017

Newsletter: Special Edition 2017 Tax Season

Newsletter: February, 2017

Newsletter: March, 2017

Newsletter: April 2017

Newsletter: May 2017

Newsletter: June 2017

Newsletter: July 2017

Newsletter: August 2017

Newsletter: September 2017

Newsletter: October 2017

Newsletter: November 2017

Eddy Company Quarterly Market Reviews

Second Quarter 2017

Third Quarter 2017

Tax Preparation Services

Checklist: New Payroll Services

2015 Tax Prep. Engagement Letter (For Tax Year 2015)

2016 Tax Prep. Engagement Letter (For Tax Year 2016)

Individual Taxpayer Checklist 

Tax Organizer