For your convenience, below we have listed all downloadable PDF documents and useful links as they pertain to our areas of practice.

Tax & Accounting

GPS Mileage Tracker

How to survive an IRS audit

Payroll and the small business

LA Tax Advisors Secure Client Portal

Debt Management

Mark and Joyce Study

Financial Assessment Worksheet

Veteran Planning

Myths and Misconceptions about Title 38

2012 VA Amounts

VA Qualifying Criteria

Income Planning

Sample Retirement Analyzer PRO Report

Certificates of Deposit

HSBC Market Linked CD

BNP Paribas Market Linked CD

Barclays Market Linked CD

Final Expense

Legacy Safeguard Brochure