Client Resources – Tools, Links & Guides
Welcome to Goldfinger Advisory's Client Resources page. At Goldfinger Advisory, we prioritize making your financial management as seamless and stress-free as possible. Our carefully selected software stack; Including our secure Client Portal for document sharing and collaboration, QuickBooks for intuitive bookkeeping and real-time financial insights, and direct integrations with IRS tools eases the customer experience by automating routine tasks, reducing errors, and providing anytime access to your data. Unlike traditional accounting methods that can be time-consuming and prone to mistakes, our cloud-based tools allow you to focus on growing your business while we handle the complexities. This approach, inspired by leading small accounting firms ensures you get proactive support, clear reporting, and peace of mind. Whether you're checking tax withholdings or planning your budget, these resources empower you to stay compliant and informed without the hassle.
Federal Tax Tools
Managing your federal taxes doesn't have to be overwhelming. Our tools help you stay on top of withholdings, refunds, and payments, ensuring accuracy and potentially maximizing returns. These integrate seamlessly with our QuickBooks setup for automated tracking, saving you hours of manual work.
IRS Tax Withholding Estimator Helps you determine the correct amount of tax to withhold from your paycheck to avoid owing money or receiving a big refund.
Where's My Refund? Allows you to track the status of your federal income tax refund easily.
IRS Direct Pay Enables you to pay your tax bill directly from your bank account without fees.
Get Transcript Provides access to your tax records, including transcripts of your returns and account information.
Electronic Federal Tax Payment System (EFTPS) Allows individuals and businesses to pay federal taxes electronically. Using these tools can make tax season more manageable and help ensure compliance with federal tax regulations. For personalized assistance, consider scheduling a consultation with Goldfinger Advisory.
Small Business Resources
Navigating the world of small business can be challenging, but utilizing the right resources can make a significant difference in your success. Here are key areas every small business owner should consider. Our integration with QuickBooks streamlines these processes, offering real-time data syncing and customizable reports to make decision-making effortless.
Business Planning Tools Templates and guides to help you create a solid business plan.
Financing Assistance Information on loans, grants, and funding options tailored for small businesses.
Marketing Support Resources for developing effective marketing strategies and online presence.
Payroll Services Solutions to manage employee pay, tax withholdings, and filings.
Accounting and Bookkeeping Services to keep your financial records accurate and up to date.
Expert Help with Understanding and Meeting Your Tax Obligations For personalized support in managing your financial records, schedule a consultation with Goldfinger Advisory.
Educational Guides and Checklists
Empower yourself with our easy-to-follow guides and checklists designed specifically for individuals and small businesses. From tax preparation to quarterly financial reviews and year-end closing procedures, our resources simplify complex accounting tasks. Drawing from best practices we've curated these to build your confidence in managing finances. Our Client Portal allows secure access to these materials, ensuring you can reference them alongside your personalized data for a tailored experience.
Business Plan A monthly budget template to help track income and expenses.
Monthly Budget An annual checklist to ensure all tax-related tasks are completed.
Annual Tax Checklist Quarterly financial reviews and year-end closing procedures, our resources simplify complex accounting tasks.
Tax Preparation and Filing Expert help with understanding and meeting your tax obligations.
For additional support or to access our full suite of tools through the Client Portal or QuickBooks integration, contact us today. We're here to make your accounting journey smoother and more efficient!