Financial Management Resources

We have collected a number of resources designed to help you achieve your personal and business financial goals. You will find a wealth of up-to-date information and tools in these pages.

Please check out two of our newest offerings, the financial library and our financial calculators. The financial library includes more than fifty articles on a variety of topics: cash management, new tax laws and how they affect you, estates and trusts, retirement and tax planning, investing and risk management. The financial calculators are designed to assist you in evaluating your progress in planning for your, and your family's, future. Please let your CPA know if these tools are helpful to you.

Also, many of our clients frequently request the following documents and links:

• Consent To Disclose Tax Return Form
• 2007 Payroll Updates
• 2007 Calendar of Payroll Dates
• Miscellaneous Payroll Information
• Oregon Garnishment Form  (requires Microsoft Excel®)
• New Hire Form
• W-2s and 1099 Resources
   
• Industry Links

Please feel free to offer any suggestions on other resources you would like to access through our site. Also, remember to take our survey or update your address. We appreciate your participation and assistance!