Financial Resources and Tools
Analyze Your Finances with Excel Templates
Downloadable templates to help you manage your business and personal finances. Note: All the templates are in Microsoft® Excel format.
Loan Calculator
Personal Net Worth
Startup Expenses
Breakeven Analysis
Information
Individual
- 2009 Individual Income Tax Organizer
- 2009 Individual Tax Return Engagement Letter
- Obama tax relief plan & how it affects you....
- 2010 401(k) and IRA Limits
- Roth IRA Conversion Opportunity
- Energy Tax Credits
- Website for "Qualifying Expenses for the MN Education Subtraction"
Business
- 2010 Corporate Tax Return Engagement Letter
- Standard Mileage Rates updated for 2010
- Beginning July 1 - new rate for Minnesota Sales & Use Tax
- Transit Tax & Local Sales and Use Tax rate chart
- Use Tax
- 1099 Information
- 2009 Payroll and Tax Calendar
- Business Records Retention Schedule
- Independent Contractor vs. Employee
- Form W-9