Resources

Resources

Resources

Doing your own taxes?
Don’t forget the right forms.

Baldwin & Associates

Looking to learn more about managing your finances?
Below you will find a helpful collection of links to important financial topics ranging from banking to taxes.

Financial Guides

Banking

Bank accounts to small business loans are covered in this section.

Business

Starting a business or running one, you will find helpful resources here.

Financial

Learn about bonds, stocks and developing a sound financial plan.

Insurance

Find answers to your healthcare and life insurance questions.

Life Events

Learn how buying a car, getting married or divorced impacts finances.

Taxes

Become tax savvy and discover how to plan ahead for tax season.

Blogs

Baldwin & Associates Joins Draffin Tucker

Baldwin & Associates Joins Draffin Tucker

Baldwin & Associates and Draffin Tucker are pleased to announce that the two accounting firms have joined, a…

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Navigating the IRS Appeals Process: How a CPA Resolves Tax Disputes

Navigating the IRS Appeals Process: How a CPA Resolves Tax Disputes

Dealing with the Internal Revenue Service (IRS) can be intimidating for individuals and businesses facing tax disputes. Fortunately,…

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Common Business Tax Terms and What They Mean for You

Common Business Tax Terms and What They Mean for You

Tax season can be daunting for business owners, filled with complex terms and jargon that can leave your…

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A Comprehensive Guide to Wealth Management: Strategies for Financial Success

A Comprehensive Guide to Wealth Management: Strategies for Financial Success

As a Certified Public Accountant (CPA) firm, we understand the importance of sound financial planning and effective wealth…

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Don’t Just Google “Personal CPA Near Me” – These are Five Reasons to Choose Us!

Don’t Just Google “Personal CPA Near Me” – These are Five Reasons to Choose Us!

In life, there are two absolutes: death and taxes. When dealing with something that’s so critical to your…

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What a Personal CPA Is and Why You Need One!

What a Personal CPA Is and Why You Need One!

As we head into the new year, many will resolve to get their finances in order. Often, people…

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Seven Steps to Take to Limit Tax Anxiety for Next Year

Seven Steps to Take to Limit Tax Anxiety for Next Year

With tax season in the rearview mirror, it’s time to start preparing for next year. For many of…

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Checklist – Everything You Need For A Smooth 2023 Tax Day

Checklist – Everything You Need For A Smooth 2023 Tax Day

According to statistics, as many as 56% of Americans surveyed confess that they hate Tax Day. That’s not…

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Five Signs Your Small Business Needs an Accounting Firm

Five Signs Your Small Business Needs an Accounting Firm

For many business owners just starting out, accounting is something that they can manage on their own. But…

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Is 2023 Your Year to Get Your Finances in Order?

Is 2023 Your Year to Get Your Finances in Order?

As we head into 2023, many will resolve to make the new year a time to get their…

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Navigating Taxes If You’re Self-Employed

Navigating Taxes If You’re Self-Employed

In our post-pandemic era, many people have shifted their schedules and found that returning to the daily grind…

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Bookkeeper and Accountants: What’s the Difference?

Bookkeeper and Accountants: What’s the Difference?

Although people sometimes use the words bookkeeping and accounting to mean the same thing, they are very different.…

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Retirement is So Far Away, I’ve Got Plenty of Time… Think Again!

Retirement is So Far Away, I’ve Got Plenty of Time… Think Again!

The thought of getting old is something that none of us want to think about, and although most…

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(Financial) Hurricane Season is Approaching: Here’s How to Prep

(Financial) Hurricane Season is Approaching: Here’s How to Prep

As Featured in the Charleston Mercury, June 2022. A Few Thoughts to Share about Inflation, a.k.a. the Hurricane…

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Our Tax System is Broken – Let’s Discuss Why

Our Tax System is Broken – Let’s Discuss Why

As Featured in the Charleston Mercury, January 2022. Our Tax system is broken, and the solution isn’t simply…

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Bookkeeper versus CPA – What’s the Difference?

Bookkeeper versus CPA – What’s the Difference?

In the accounting industry, we are often asked, “What is the difference between a bookkeeper and a CPA,…

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Calculators

401K CALCULATOR

It may surprise you how significant your retirement accumulation may become simply by saving a small percentage of your salary each month in your 401(k) plan. Use this calculator to estimate how much your plan may accumulate for retirement.

CAR FINANCE CALCULATOR

Car payments are a major part of any household budget. Calculate your monthly car payment and total interest below.

COLLEGE SAVINGS CALCULATOR

Estimate how long it’ll take you to save up for the college of your choice using the calculator below.

HEALTH INSURANCE COST CALCULATOR

Use our calculator to help you navigate the complex healthcare system. Calculate your premiums, copays, deductibles and total cost.

MORTGAGE PAYMENT CALCULATOR

One of the most important ways to get a handle on household finances is to calculate your mortgage payment. Have your interest rate handy and use the calculator below.

PAYCHECK CALCULATOR

Whether you’re just starting your professional journey, or are looking to gain insight on how to manage your weekly budget, our paycheck calculator can help. Get started below.

Due Dates

Keep track of important tax dates
for individuals and corporations.

IRS Forms

Need an IRS form?
We make finding specific forms easy.