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2021 Bookkeeping Engagement Letter (for non-payroll clients only)
2020 THPK Individual Tax Engagement Letter
2020 THPK Business Tax Engagement Letter
2020 THPK Fiduciary Tax Engagement Letter
2020 THPK Bookkeeping Engagement Letter
2020 THPK Tax Exempt Engagement Letter
2021 Bookkeeping Engagement Letter with Reporting Agent Form 8655 (required for payroll or payroll report clients)
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Steamboat
(970) 879-1787
Craig
(970) 826-1400
Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.
Financial Guides
Investment Basics: What You Should Know
Asset Allocation: How To Diversify For Maximum Return
Buying On Margin: How It Works and What To Watch Out For
Financial Planning Checklist
Investment Clubs: What You Need To Know
Swap Tactic Lets You Defer Capital Gains Tax
Changing Jobs? Don't Forget Your 401(k)
How Brokers Execute Trades: What Every Investor Should Know
Investing In Mutual Funds: The Time-Tested Guidelines
Mutual Fund Taxation: How To Cut The Tax Bite
Penny Stocks: How To Investigate Them and Avoid the Traps
Annuities: How They Work and When You Should Use Them
10 Retirement Saving Tips
Your Retirement Plan: How To Get Started
Roth IRAs: How They Work and How To Use Them
Frequently Asked Questions
Investment Options: Frequently Asked Questions
Mutual Funds: Frequently Asked Questions
Stocks: Frequently Asked Questions
Bonds: Frequently Asked Questions
Annuities: Frequently Asked Questions
Retirement Assets: Frequently Asked Questions
Developing a Financial Plan: Frequently Asked Questions
IRAs: Frequently Asked Questions
Traditional vs Roth IRAs: Frequently Asked Questions
Financial Calculators
How Much Will I Need To Save For Retirement?
How Much Can I Contribute To An IRA?
Should I Convert To A Roth IRA?
What Is My Projected Required Minimum Distribution?
How Do Taxes and Inflation Impact My Investment Return?
When Should I Begin Saving For Retirement?
Becoming A Millionaire
THPK, PC
330 South Lincoln Ave. Ste. 101
Steamboat Springs, CO, 80477
Phone: (970) 879-1787
info@thpk.com
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