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Resources

Here are some links we think you might find useful and interesting.

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L&P Tax Organizer
Our tax organizer will better assist you in gathering and organizing your tax information for your accountant.
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L&P Engagement Letter
2023 Individual Tax Return Preparation Engagement Letter
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L&P Financial Planning Questionnaire
Our financial planning questionnaire will better assist you in gathering the information we need to evaluate your financial status, objectives, goals, and concerns.
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Lear & Pannepacker COVID Resource Center​
Our COVID-19 Resource Center has useful links for current taxpayer guidance on COVID-19, The CARES Act, and stimulus funding.
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Record Retention Guide
Our record retention guide will give you an idea of how long to retain your records. Please note that there may be non-tax reasons to retain records for a longer period of time.

Finance

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Bloomberg
Financial resources & news
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Foreign Currency Exchange
Competitive exchange rates and traveler’s cheques.
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Mortgage, Bank, Lending, and Interest Rates
Updated information on fluctuating rates.
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Yahoo Finance
Check stock quotes, follow daily financial news.

Government

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Internal Revenue Service
Valuable tax resources and instructions.
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U.S. Department of Commerce
Current events and financial resources.
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Social Security Administration
Retirement, medicare, disability, and other benefits.
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U.S. Small Business Association
Resources and programs to help you grow.

Beneficial Ownership Information

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BOI Reporting Requirements
BOI Reporting Requirements Document
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Substantial Control-Ownership Interest Criteria
Identify beneficial owners who have substantial control or ownership interest.
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Exemption Criteria
BOI Compliance Exemption Criteria

Miscellaneous

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Taxpayer Advocate Services
Protect your rights as a taxpayer, solve tax problems.
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Tax News
Technical and specialized articles.