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Here’s where we’ll maintain our internal set of resources for clients
Sargent PC small biz worksheet - worksheet for schedule C’s and small biz
2021 Questions - Individual & Freelance Edition - This is our organizer for clients based on 2021’s taxes
2021 Questions - Business Edition - This is our Business organizer for clients based on 2021’s taxes,
New Client page - This is the page someone sees after submitting an inquiry on the website. We can also send this to new prospects, but I think it needs some updating
Taxes, what are they and how do I pay them - Links for clients to pay federal, NY and CA taxes. Should be updated for other states too, but haven’t had the time. Would also like to include a screenshot tutorial if we can.
Extensions (sargentPC prepared) - If we’re doing an extension for someone and want to explain it better.
Extensions (Client prepares themselves) - If we’re not going to prepare the extension for the client, here’s a page with links and instructions
Help I just quit My Job! - Guide for new freelancers
What do you need to do my taxes? - List of common docs we need to prepare a tax return
2021 tax season welcome email - Recapping start of tax season
Employee Retention Credit - Explanation for clients
Advance Child Tax Credit - Explanation for clients.
Hiring Page - Link for currently open positions
NYS PTET - Pass through tax for NYS to avoid SALT cap
PTET Pages - Same as above, but also covers CA
Bookkeeping - talks about the types of bookkeeping we do
Pricing - client shareable page on pricing