H2R CPA is pleased to provide the following publications for our clients and friends to help you stay informed of the latest tax and financial information.
Tax Pocket Guide
The H2R CPA Tax Pocket Guide provides a concise chart of the most common tax rates for individuals and businesses. This tax pocket guide is a valuable resource that will help you estimate your current year taxes.
Guide to the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law in December 2019. It includes policy changes that will impact Individual Retirement Accounts (IRAs), Defined Contribution plans, Defined Benefit plans, and 529 plans. While some of the provisions of the SECURE Act will take several years to go into effect, most changes are effective for taxable years beginning after December 31, 2019.
The H2R CPA Guide to the SECURE Act provides an overview of the essential
details that may have a considerable effect on your retirement and estate planning choices, decisions, and strategies.
Records Retention Schedules for Individuals and Businesses
How long should you keep tax returns, credit card statements, loan documents, and other important paperwork? Whether running a household or a business, it is important to know when it is safe to dispose of financial and legal documents. H2R CPA's Records Retention Schedules for Individuals and Businesses provides a comprehensive listing of documents and how long they should be kept. (Please keep in mind that this information is provided as a general guideline only.)
Starting a New Business in Pennsylvania
Congratulations on starting a new business! This guide provides some key considerations for beginning your new venture. Contact H2R CPA with any accounting, tax, business consulting or payroll questions. We are always here to help.
PICPA Publications
As a member of the Pennsylvania Institute of Certified Public Accountants (PICPA), H2R CPA is pleased to share the following PICPA publications as a source of quality financial information.
Seven Questions You Should Ask Before Choosing a CPA
Securing Your Business Financing
Planning for a Long and Comfortable Retirement
Making the Most of Your 401(k) Retirement Plan
Saving for College 101
Pennsylvania Inheritance Tax
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