DOCS

Choosing an Advisor

Why You Should Use a Financial Advisor [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2015/10/choosing_financial_adviser.pdf” style=”large” icon_color=”#FF3333″ ]

Why You Should Select a CFA Charterholder [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2015/10/Why-Select-a-CFA-Charterholder.pdf” style=”large” icon_color=”#FF3333″ ]

Why You Should Choose a CFP® [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2015/10/Why-You-Should-Choose-a-CFPR.pdf” style=”large” icon_color=”#FF3333″ ]

Home & Family

Home Ownership [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Home-Ownership-Real-Estate.pdf” style=”large” icon_color=”#FF3333″ ]

529 Plans [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2015/10/529-Plans.pdf” style=”large” icon_color=”#FF3333″ ]

Financial Aid for College [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Financial-Aid-for-College.pdf” style=”large” icon_color=”#FF3333″ ]

Saving for College [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Saving-for-College.pdf” style=”large” icon_color=”#FF3333″ ]

Tax Planning

Tax Changes affecting 2018 [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2018/01/Tax-Cuts-and-Job-Act.pdf” style= “large” icon_color=”#FF3333″ ]

Tax Planning [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2015/10/Tax-Planning.pdf” style= “large” icon_color=”#FF3333″ ]

Important Tax Figures [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/12/Key-Tax-Figures-and-Rates.pdf” style=”large” icon_color=”#FF3333″ ]

Charitable Contributions [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Charitable-Contributions.pdf” style=”large” icon_color=”#FF3333″ ]

Itemized Deductions[themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Itemized_Deductions_-_Homeowners_2016.pdf ” style=”large” icon_color=”#FF3333″ ]

Kiddie Tax [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Kiddie-Tax.pdf” style= “large” icon_color=”#FF3333″ ]

IRS Penalties & Audits [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/IRS-Penalties-and-Audits.pdf” style= “large” icon_color=”#FF3333″ ]

Massachusetts State Tax Information [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Massachusetts_2015.pdf” style= “large” icon_color=”#FF3333″ ]

Connecticut State Tax Information [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Connecticut_2015.pdf” style= “large” icon_color=”#FF3333″ ]

New York State Tax Information [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/NewYork_2015.pdf” style= “large” icon_color=”#FF3333″ ]

California State Tax Information [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/California_2015.pdf” style= “large” icon_color=”#FF3333″ ]

Small Business

Starting a Business/Business Entity Choice [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Starting-a-Business.pdf” style=”large” icon_color=”#FF3333″ ]

S Corporations [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/S-Corp.pdf” style=”large” icon_color=”#FF3333″ ]

Parnerships & LLC’s [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Partnerships-LLCs-Correct.pdf” style=”large” icon_color=”#FF3333″ ]

Sole Proprietors & Farmers [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Sole-Props-Farmers.pdf” style=”large” icon_color=”#FF3333″ ]

Payroll & Labor Laws [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Payroll-Labor-Laws.pdf” style=”large” icon_color=”#FF3333″ ]

Standard Mileage Rates  [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/12/2016-12-16_Standard_Mileage_Rate.pdf” style=”large” icon_color=”#FF3333″ ]

Form 1099-Misc [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2017/01/Form_1099-MISC_Miscellaneous_Income_Reporting_Eddy-Co.pdf” style=”large” icon_color=”#FF3333″ ]

Retirement Planning

Saving for Retirement  [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Saving-for-Retirement.pdf” style=”large” icon_color=”#FF3333″ ]

ROTH 401K Plans [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2015/10/ROTH-401K.pdf” style=”large” icon_color=”#FF3333″ ]

All About IRA’s [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2015/10/All-About-IRAs1.pdf” style=”large” icon_color=”#FF3333″ ]

Insurance Planning

Variable Annuities [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2015/10/Variable-Annuities.pdf” style=”large” icon_color=”#FF3333″ ]

Estate & Business Planning

Estate Planning Mistakes [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2015/10/MA-Estate-Planning-Mistakes.pdf” style=”large” icon_color=”#FF3333″ ]

Family Businesses [themify_icon icon=”fa-file-pdf-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Family-Business.pdf” style=”large” icon_color=”#FF3333″ ]

Eddy Company Monthly Newsletters

[themify_icon icon=”fa-folder” label=”2016 Newsletters” link=”https://eddycompany.com/2016-newsletters/” icon_color=”#000000″]

 

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 [themify_icon icon=”fa-file-text-o” link=”https://eddycompany.com/wp-content/uploads/2017/01/Payroll-Set-Up-Checklist-Final.docx” style=”large” icon_color=”#003DF5″ ]

2015 Tax Prep. Engagement Letter (For Tax Year 2015)[themify_icon icon=”fa-file-text-o” link=”https://eddycompany.com/wp-content/uploads/2015/11/Tax-Preparation-Engagement-Letter-Eddy-Co-20151.docx” style=”large” icon_color=”#003DF5″ ]

2016 Tax Prep. Engagement Letter (For Tax Year 2016) [themify_icon icon=”fa-file-text-o” link=”https://eddycompany.com/wp-content/uploads/2016/11/Tax-Preparation-Engagement-Letter-Eddy-Co-2016.docx” style=”large” icon_color=”#003DF5″ ]

2017 Tax Prep. Engagement Letter (For Tax Year 2017) [themify_icon icon=”fa-file-text-o” link=”https://eddycompany.com/wp-content/uploads/2018/01/Tax-Preparation-Engagement-Letter-Eddy-Co-2017.docx” style=”large” icon_color=”#003DF5″ ]

Individual Taxpayer Checklist [themify_icon icon=”fa-file-text-o” link=”https://eddycompany.com/wp-content/uploads/2016/12/Individual-Tax-Client-Checklist-Eddy-Company.docx” style=”large” icon_color=”#003DF5″ ]

Tax Organizer [themify_icon icon=”fa-file-text-o” link=”https://eddycompany.com/wp-content/uploads/2016/12/Tax-Organizer.pdf” style=”large” icon_color=”#FF3333″ ]