Resources

Client Resources

1. 2020 Tax Organizer  2019 Tax Organizer  2018 Tax Organizer

2. Homework Checklist

3. Information on Filing an Extension

4. 2021 Tax Planning Guide

Partners

1. Schooley Mitchell - Cost Reduction Consultants

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 - IUL Article

Tax Resources

1. AICPA Tax Extensions FAQ

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