resources
"Berdahl & Company knows small business! They stand above the crowd in serving their client’s needs with accounting and tax services while guiding the small business to profitability."
President of small business consulting firm
Useful documents and links
Documents
Taxes - Individual
1040 Engagement Letter (Word)
Form W-4 (2007) (PDF)
Individual Income Tax Organizer - Long Version (PDF)
Individual Income Tax Organizer - Short Version (PDF)
Individual IRS e-file Signature Authorization (2006) (PDF)
Record Retention Guide (Word)
Tax Rates (2007) (Word)
Taxes - Business
1099 Information Summary (Word)
Employment Eligibility Verification (PDF)
Fringe Information Request (Excel)
Payroll Taxes (2007) (Word)
Year End Business Tax & Accounting Information Letter (Word)
Management Advisory Services
Business Start-Up Checklist (Word)
Financial Planning
Business Financial Planning Documents (Word)
Business Financial Planning Questionnaire (Word)
Seminar & Presentation Materials
Small Business Record Keeping (PowerPoint)
Lehigh University - Small Business Seminar - Discussion Leader
October 23, 2006Record Keeping Systems and Tax Reporting Requirements (PowerPoint)
Southern Living at Home Meeting
December 14, 2004Are You Ready for Year-End and Your Accountant? (PowerPoint)
Lehigh University - Small Business Seminar - Discussion Leader
November 9, 2004
Links
360 Degrees of Financial Literacy
CPA Ambassador Program
Launched by the American Institute of Certified Public Accountants in cooperation with state CPA societies, the CPA Ambassador Program offers members access to top-quality spokesperson training, as well as extensive background tools. Each CPA who participates in the program is trained on four critical message quadrants that will help reintroduce the CPA profession to the American public: Restoring Confidence, Financial Literacy, Recruitment, and Small Business.Greater Lehigh Chamber of Commerce
Lehigh Valley Economic Development Corporation
Lehigh University Small Business Development Center
Mid-Atlantic Pension Specialists
Pennsylvania Department of Revenue
