Client Resources – Tools, Links & Guides

Federal Tax Tools

Managing your federal taxes can be simplified by using the following key tools provided by the IRS:

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 resources that every small business owner should consider:

  • 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.

  • Tax Preparation and Filing:

    Expert help with understanding and meeting your tax obligations.

For personalized support in managing your business finances and tax needs, schedule a free consultation with Goldfinger Advisory today. We specialize in clear, straightforward accounting services designed for small businesses in Tampa.

Educational Guides and Checklists


Empower yourself with our easy-to-follow guides and checklists designed specifically for individuals and small businesses. From tax preparation and bookkeeping basics to quarterly financial reviews and year-end closing procedures, our resources simplify complex accounting tasks. Stay organized, meet deadlines, and gain confidence managing your finances with step-by-step instructions tailored to your unique needs. Schedule a free consultation to get personalized recommendations and the most relevant tools for your business.

Business Plan

Monthly Budget

Annual Tax Checklist