Helpful Links

At Incline CPA Group, we take responsibility for making your financial oversight and guidance more easily accessible. Below you will find links to commonly requested resources.

Refunds Topics

Tax Forms

Form W-9 for contractors – Request for Taxpayer Identification Number and Certification

Download Form

Form W-4 for employees – Employee’s Withholding Allowance Certificate

Download Form

Registered Agent Services

Reeder CPA Group offers Registered Agent services for clients based in Maine and Illinois. For businesses located in other states, we typically refer clients to CSC, a trusted national provider.

Registered Agent services generally cost around $240 per year and include a legal business address and mail forwarding services to help you stay compliant and organized.

Visit CSC Website

Business Income & Expense Worksheet

Use this worksheet to organize income, expenses, costs of goods sold, and other business expenses.

Go to Worksheet

Rental Income & Expense Worksheet

Organize rental income, expenses, and current year improvements.

Go to Worksheet

Home Office Worksheet

Organize home-office expenses and asset purchases, and calculate your office size.

Go to Worksheet

Business Vehicle Worksheet

Calculate vehicle expenses and mileage.

Go to Worksheet

Determining Support Worksheet

Assess whether someone qualifies as a dependent.

Go to Worksheet

Welcome to Business Ownership!

A guide that walks you through best practices for new business owners.

Go to Business Guide

Fact Sheet: How S-Corp Owners Can Pay Themselves

A Practical Guide to Salary and Distributions

Go to Fact Sheet

Fact Sheet: How the Tax Code Favors Business Owners

Is $100,000 in income worth the same for a business owner as it is for a W-2 employee?

Go to Fact Sheet

Fact Sheet: Accountable Plans Explained

An IRS-compliant method for reimbursing employees without taxable income impact.

Go to Fact Sheet

Price Sheet: Accountable Plan Packages

How Reeder CPA Group helps create and sustain accountable plans.

Go to Pricing Sheet

Fact Sheet: Understanding Capital Gains Tax

A Quick Guide for Real Estate & Investment Sales

Go to Fact Sheet

Fact Sheet: Top 10 Key Items to Review in an FDD

Key items franchisees should review in a Franchise Disclosure Document.

Go to Fact Sheet

Fact Sheet: Augusta Strategy

Rent your residence to your business for up to 14 days tax-free.

Go to Fact Sheet

Fact Sheet: Retirement Plan Tax Credits

Maximizing tax incentives for employee benefits.

Go to Fact Sheet

Fact Sheet: Retirement Plan Options

Compare solo 401(k) and SEP IRA options.

Go to Fact Sheet

Checklist: End-of-Year Strategic Tax Planning

Identify key areas before year-end and strengthen your tax strategy.

Go to Checklist

Providing Our Team with QuickBooks Online (QBO) Access

Step 1: Log in to your Quickbooks online.

Step 2: Click on “Settings” and choose “Manage users.”

Note: Once you hit “Manage users,” you will see 2 options: “Users” and “Accounting Firms.”

Step 3: Click “Accounting Firms” and enter the email address (admin@incline-cpa.com) and the name.

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