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 Changes affecting 2018

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

Newsletter: December 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)

2017 Tax Prep. Engagement Letter (For Tax Year 2017)

Individual Taxpayer Checklist 

Tax Organizer