Resources

Client Resources

1. Homework Checklist

2. New Client Packet- Individual

3. Information on Filing an Extension

Partners

1. Schooley Mitchell - Cost Reduction Consultants

OBBBA Resources

1. OBBBA Provisions Information

2. OBBBA Client Timeline - Simplify Summary

3. One, Big, Beautiful Bill Act of 2025 provisions - IRS

Retirement Resources

1. The Hidden & Excessive Costs of 401(k)s

2. Optimizing Retirement Income by Combining Actuarial Science and Investments

3. Market Volatility Defense in Retirement

4. University of Michigan

5. Forbes - LIRP Article

Tax Resources

1. AICPA Tax Extensions FAQ

2. Choice of Entity - Tax Implications

3. Two-Person Seminar from Bradford Tax Institute

Insurance Resources

1. https://www.lifehappens.org/

2. https://www.disabilitycanhappen.org/

Content Resources

1. What To Look for in a CPA

Video Resources

1. Chandler & Knowles CPAs Videos