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Helpful Links

At Reeder CPA Group, we take responsibility for making your financial oversight and guidance more easily accessible. Below you will find links to commonly requested resources.

January 2025: Get ready for the 2024 tax season by downloading our tax preparation organizers below!

2024 Tax Preparation Organizers

Get organized for tax season with our 2024 Tax Prep Organizers. Download the relevant organizer below to streamline your tax preparation and ensure a smooth filing process with Reeder CPA Group.

OrganizerLink to Downlaod
Individual Tax OrganizerDownload
S-Corporation Tax OrganizerDownload
C-Corporation Tax OrganizerDownload
Partnership Tax OrganizerDownload

Tax Forms

Form W-9 for contractors – Request for Taxpayer Identification Number and Certification

Form W-4 for employees – Employee’s Withholding Allowance Certificate

Business Income & Expense Worksheet

Use this Business Income & Expense Worksheet to organize income, expenses, costs of goods sold, and other business related expenses.

Rental Income & Expense Worksheet

Use this Rental Income & Expense Worksheet to organize rental income, expenses, and current year improvements.

Home Office Worksheet

Use the Home Office Worksheet to organize home-office expenses and asset purchases, and calculate the size of your home office.

Business Vehicle Worksheet

Use the Business Vehicle Worksheet to help calculate vehicle expenses and mileage.

Welcome to Business Ownership!

A Reeder CPA Group guide that walks you through important best practices for new business owners.

Fact Sheet: How S-Corp Owners

Can Pay Themselves

A Practical Guide to Salary and Distributions

Fact Sheet: How the Tax Code Favors Business Owners

Is $100,000 in income worth the same for a business owner as it is for a W-2 employee?

Fact Sheet: Accountable Plans Explained

An accountable plan is an IRS-compliant method for reimbursing employees for business-related expenses without including those reimbursements in their taxable income.

Price Sheet: Accountable Plan Packages

Outlining how Reeder CPA Group can help you create, support, and sustain an accountable plan.

Fact Sheet: Understanding Capital

Gains Tax

A Quick Guide for Real Estate & Investment Sales

Fact Sheet: Top 10 Key Items to Review in an FDD

What are the Top 10 things a prospective franchisee should look at when reviewing a Franchise Disclosure Document (FDD)?

Fact Sheet: How the Augusta Strategy can Help Business Owners

The Augusta Strategy allows homeowners to rent out their residence to their business for up to 14 days per year without incurring taxable income.

Fact Sheet: Retirement Plan Tax Credits

Maximizing Tax Incentives for Employee Benefits

Fact Sheet: Retirement Plan Options

Guiding S-Corp owners through two popular options: solo 401(k) and SEP IRA

Checklist: End-of-Year Strategic Tax Planning Checklist

This checklist is designed to help you identify key areas to address before December 31, while also preparing you for the year ahead. By asking the right questions and taking intentional steps, you can ensure your tax strategy supports your broader financial and operational goals.

Providing Our Team with QuickBooks Online (QBO) Access

Step 1: Log in to your Quickbooks online.

Step 2: Click on “Settings” and choose “Manage users.”

Note: Once you hit “Manage users,” you will see 2 options: “Users” and “Accounting Firms.”

Step 3: Click “Accounting Firms” and enter the email address (accounting@reedercpagroup.com) and the name.