--- title: QA locator-res description: QA page for Resource Library and Resource Card. --- [Skip to main content](https://www.nopethemes.com/tickmark-qa/locator-res#main-content) Next deadline: [extended individual returns, Oct 15 →](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)·[(212) 555-0148](tel:+12125550148) [**Ashcombe & Reed**Certified Public Accountants](https://www.nopethemes.com/tickmark/home?hsLang=en) - Services Services - [Tax preparation & planningBusiness and personal returns, planned before year end.](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en) - [Bookkeeping & monthly closeReconciled books, closed by the 10th of every month.](https://www.nopethemes.com/tickmark/services/bookkeeping?hsLang=en) - [AdvisoryCash-flow forecasts, entity choices and a monthly review.](https://www.nopethemes.com/tickmark/services/advisory?hsLang=en) - [Audit & assuranceReviews, compilations and audits for lenders and boards.](https://www.nopethemes.com/tickmark/services/audit?hsLang=en) [All services](https://www.nopethemes.com/tickmark/services?hsLang=en) ![A partner meeting a client at a round table](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/v5/v5-meeting-client-round-table.jpg?width=800&name=v5-meeting-client-round-table.jpg) Free consultation An hour with a partner, free. 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[Book a consultation](https://www.nopethemes.com/tickmark/contact?hsLang=en) - Industries - [Dental & medicalPractice entities, owner pay, buy-ins.](https://www.nopethemes.com/tickmark/industries/medical-and-dental?hsLang=en) - [ConstructionJob costing and bonding statements.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [RestaurantsTips, payroll and food-cost reporting.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [NonprofitsForm 990, restricted funds, audits.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Retail & tradesInventory, sales tax and seasonal cash.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Real estateRentals, 1031 exchanges, depreciation.](https://www.nopethemes.com/tickmark/industries?hsLang=en) [All industries](https://www.nopethemes.com/tickmark/industries?hsLang=en) - Partners - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-01.jpg?width=96&name=partners-01.jpg) Eleanor AshcombeManaging partner · tax](https://www.nopethemes.com/tickmark/partners/eleanor-ashcombe?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-06.jpg?width=96&name=partners-06.jpg) Daniel ReedTax partner · CPA, CFP](https://www.nopethemes.com/tickmark/partners/daniel-reed?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-03.jpg?width=96&name=partners-03.jpg) Denise CarterAudit partner](https://www.nopethemes.com/tickmark/partners/denise-carter?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-04.jpg?width=96&name=partners-04.jpg) Robert HaleAdvisory partner](https://www.nopethemes.com/tickmark/partners?hsLang=en) [Meet the firm](https://www.nopethemes.com/tickmark/partners?hsLang=en) - [Fees](https://www.nopethemes.com/tickmark/fees?hsLang=en) - [Tax calendar](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) - [Blog](https://www.nopethemes.com/tickmark/blog?hsLang=en) - 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[ConstructionJob costing and bonding statements.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [RestaurantsTips, payroll and food-cost reporting.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [NonprofitsForm 990, restricted funds, audits.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Retail & tradesInventory, sales tax and seasonal cash.](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Real estateRentals, 1031 exchanges, depreciation.](https://www.nopethemes.com/tickmark/industries?hsLang=en) [All industries](https://www.nopethemes.com/tickmark/industries?hsLang=en) - Partners - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-01.jpg?width=96&name=partners-01.jpg) Eleanor AshcombeManaging partner · tax](https://www.nopethemes.com/tickmark/partners/eleanor-ashcombe?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-06.jpg?width=96&name=partners-06.jpg) Daniel ReedTax partner · CPA, CFP](https://www.nopethemes.com/tickmark/partners/daniel-reed?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-03.jpg?width=96&name=partners-03.jpg) Denise CarterAudit partner](https://www.nopethemes.com/tickmark/partners/denise-carter?hsLang=en) - [![](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/partners/partners-04.jpg?width=96&name=partners-04.jpg) Robert HaleAdvisory partner](https://www.nopethemes.com/tickmark/partners?hsLang=en) [Meet the firm](https://www.nopethemes.com/tickmark/partners?hsLang=en) - [Fees](https://www.nopethemes.com/tickmark/fees?hsLang=en) - [Tax calendar](https://www.nopethemes.com/tickmark/tax-calendar?hsLang=en) - [Blog](https://www.nopethemes.com/tickmark/blog?hsLang=en) - [Contact](https://www.nopethemes.com/tickmark/contact?hsLang=en) [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)[Book a consultation](https://www.nopethemes.com/tickmark/contact?hsLang=en) [Client portal](https://www.nopethemes.com/tickmark/client-portal?hsLang=en)[(212) 555-0148](tel:+12125550148) Resources ## Guides, checklists and worksheets Written by the partners for clients in New York and New Jersey. Search, or pick a topic. Sort Featured Title A–Z Title Z–A Newest Oldest 8 resources ![The tax-season checklist cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-checklist-v4.jpg?width=1600&height=1067&name=cover-checklist-v4.jpg) Checklist Tax ### Tax-season document checklist Every form to gather before your return, sorted by who sends it: employers, banks, brokers and your own records. Get the checklist PDF, 2 pages ![The payroll guide cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-payroll-v4.jpg?width=1600&height=1067&name=cover-payroll-v4.jpg) Guide Payroll ### Payroll setup guide for your first employee What to register, what to withhold and which forms go out each quarter once you put someone on payroll. Read the guide PDF, 9 pages ![The year-end planning guide cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-year-end-v4.jpg?width=1600&height=1067&name=cover-year-end-v4.jpg) Guide Bookkeeping ### Year-end close guide The reconciliations, accruals and review steps that turn twelve months of books into numbers you can file from. Read the guide PDF, 12 pages ![A business owner signing formation papers](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-03.jpg?width=1600&height=1067&name=work-details-03.jpg) Worksheet Business setup ### Choosing an entity: LLC, S corp or C corp A worksheet that compares tax, payroll and paperwork for each structure, using your own expected profit. Get the worksheet Spreadsheet ![A contractor working on a job site](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-02.jpg?width=1600&height=1067&name=work-details-02.jpg) Guide Payroll ### Working with contractors: the 1099 guide When someone is a contractor, which details to collect before you pay them, and how to file the 1099-NEC each January. Read the guide PDF, 6 pages ![Volunteers sorting donations at a food pantry](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/industry-nonprofit/industry-nonprofit-01.jpg?width=1600&height=1067&name=industry-nonprofit-01.jpg) Guide Nonprofits ### Form 990 primer for nonprofits Which version of the 990 your organization files, what the board should review, and the dates that apply. Read the primer PDF, 8 pages ![A laptop showing a spreadsheet on a desk](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-04.jpg?width=1600&height=1067&name=work-details-04.jpg) Worksheet Tax ### Estimated tax payments worksheet Work out your quarterly federal and state payments and keep a record of what you paid and when. Get the worksheet Spreadsheet ![Bundled paper files tied with string](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-10.jpg?width=1600&height=1067&name=work-details-10.jpg) Checklist Bookkeeping ### Record-retention schedule How long to keep tax returns, receipts, payroll records and bank statements, and what you can shred. Get the schedule PDF, 1 page Load more Nothing matches that search. Try another word or pick All. Download The list we send every individual client in January. It covers W-2s and 1099s, mortgage and property-tax statements, charitable receipts, childcare costs and the records to bring if you sold a home or shares. - Income statements, by who sends them - Deductions people most often miss - What to keep if you work from home From the federal EIN and New York or New Jersey withholding accounts to Form 941 each quarter and W-2s in January. Includes the questions to ask before you choose a payroll provider. The close we run for our bookkeeping clients in December and January: bank and card reconciliations, receivables and payables, fixed assets, and the adjustments your return depends on. Fill in your expected profit and owner salary and the worksheet shows self-employment tax, payroll cost and filing work side by side. Bring it to your consultation and we will go through it with you. Covers the W-9 to collect before the first payment, the January 31 deadline, and the signs that a contractor should be on payroll instead. For executive directors and treasurers. Explains the 990-N, 990-EZ and full 990, the schedules most organizations need, and how to prepare for the review before filing. For freelancers, owners and anyone with income that has no withholding. Includes the safe-harbor amounts and the four due dates. One page you can pin by the filing cabinet. Covers personal and business records, with the reason behind each period. Library ## Newest first List view, two columns, sorted by date. Sort Featured Title A–Z Title Z–A Newest Oldest 8 resources ![The tax-season checklist cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-checklist-v4.jpg?width=1600&height=1067&name=cover-checklist-v4.jpg) Checklist Tax ### Tax-season document checklist Every form to gather before your return, sorted by who sends it: employers, banks, brokers and your own records. Get the checklist PDF, 2 pages ![The payroll guide cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-payroll-v4.jpg?width=1600&height=1067&name=cover-payroll-v4.jpg) Guide Payroll ### Payroll setup guide for your first employee What to register, what to withhold and which forms go out each quarter once you put someone on payroll. Read the guide PDF, 9 pages ![The year-end planning guide cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-year-end-v4.jpg?width=1600&height=1067&name=cover-year-end-v4.jpg) Guide Bookkeeping ### Year-end close guide The reconciliations, accruals and review steps that turn twelve months of books into numbers you can file from. Read the guide PDF, 12 pages ![A business owner signing formation papers](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-03.jpg?width=1600&height=1067&name=work-details-03.jpg) Worksheet Business setup ### Choosing an entity: LLC, S corp or C corp A worksheet that compares tax, payroll and paperwork for each structure, using your own expected profit. Get the worksheet Spreadsheet ![A contractor working on a job site](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-02.jpg?width=1600&height=1067&name=work-details-02.jpg) Guide Payroll ### Working with contractors: the 1099 guide When someone is a contractor, which details to collect before you pay them, and how to file the 1099-NEC each January. Read the guide PDF, 6 pages ![Volunteers sorting donations at a food pantry](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/industry-nonprofit/industry-nonprofit-01.jpg?width=1600&height=1067&name=industry-nonprofit-01.jpg) Guide Nonprofits ### Form 990 primer for nonprofits Which version of the 990 your organization files, what the board should review, and the dates that apply. Read the primer PDF, 8 pages ![A laptop showing a spreadsheet on a desk](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-04.jpg?width=1600&height=1067&name=work-details-04.jpg) Worksheet Tax ### Estimated tax payments worksheet Work out your quarterly federal and state payments and keep a record of what you paid and when. Get the worksheet Spreadsheet ![Bundled paper files tied with string](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-10.jpg?width=1600&height=1067&name=work-details-10.jpg) Checklist Bookkeeping ### Record-retention schedule How long to keep tax returns, receipts, payroll records and bank statements, and what you can shred. Get the schedule PDF, 1 page Load more Nothing matches that search. Try another word or pick All. Download The list we send every individual client in January. It covers W-2s and 1099s, mortgage and property-tax statements, charitable receipts, childcare costs and the records to bring if you sold a home or shares. - Income statements, by who sends them - Deductions people most often miss - What to keep if you work from home From the federal EIN and New York or New Jersey withholding accounts to Form 941 each quarter and W-2s in January. Includes the questions to ask before you choose a payroll provider. The close we run for our bookkeeping clients in December and January: bank and card reconciliations, receivables and payables, fixed assets, and the adjustments your return depends on. Fill in your expected profit and owner salary and the worksheet shows self-employment tax, payroll cost and filing work side by side. Bring it to your consultation and we will go through it with you. Covers the W-9 to collect before the first payment, the January 31 deadline, and the signs that a contractor should be on payroll instead. For executive directors and treasurers. Explains the 990-N, 990-EZ and full 990, the schedules most organizations need, and how to prepare for the review before filing. For freelancers, owners and anyone with income that has no withholding. Includes the safe-harbor amounts and the four due dates. One page you can pin by the filing cabinet. Covers personal and business records, with the reason behind each period. For clients ## On a dark section Paged three at a time, with the gated badge and button calls to action. Sort Featured Title A–Z Title Z–A Newest Oldest 8 resources ![The tax-season checklist cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-checklist-v4.jpg?width=1600&height=1067&name=cover-checklist-v4.jpg) Checklist Free Tax ### Tax-season document checklist Every form to gather before your return, sorted by who sends it: employers, banks, brokers and your own records. Get the checklist PDF, 2 pages ![The payroll guide cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-payroll-v4.jpg?width=1600&height=1067&name=cover-payroll-v4.jpg) Guide Free Payroll ### Payroll setup guide for your first employee What to register, what to withhold and which forms go out each quarter once you put someone on payroll. Read the guide PDF, 9 pages ![The year-end planning guide cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-year-end-v4.jpg?width=1600&height=1067&name=cover-year-end-v4.jpg) Guide Free Bookkeeping ### Year-end close guide The reconciliations, accruals and review steps that turn twelve months of books into numbers you can file from. Read the guide PDF, 12 pages ![A business owner signing formation papers](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-03.jpg?width=1600&height=1067&name=work-details-03.jpg) Worksheet Free Business setup ### Choosing an entity: LLC, S corp or C corp A worksheet that compares tax, payroll and paperwork for each structure, using your own expected profit. Get the worksheet Spreadsheet ![A contractor working on a job site](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-02.jpg?width=1600&height=1067&name=work-details-02.jpg) Guide Free Payroll ### Working with contractors: the 1099 guide When someone is a contractor, which details to collect before you pay them, and how to file the 1099-NEC each January. Read the guide PDF, 6 pages ![Volunteers sorting donations at a food pantry](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/industry-nonprofit/industry-nonprofit-01.jpg?width=1600&height=1067&name=industry-nonprofit-01.jpg) Guide Free Nonprofits ### Form 990 primer for nonprofits Which version of the 990 your organization files, what the board should review, and the dates that apply. Read the primer PDF, 8 pages ![A laptop showing a spreadsheet on a desk](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-04.jpg?width=1600&height=1067&name=work-details-04.jpg) Worksheet Free Tax ### Estimated tax payments worksheet Work out your quarterly federal and state payments and keep a record of what you paid and when. Get the worksheet Spreadsheet ![Bundled paper files tied with string](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-10.jpg?width=1600&height=1067&name=work-details-10.jpg) Checklist Free Bookkeeping ### Record-retention schedule How long to keep tax returns, receipts, payroll records and bank statements, and what you can shred. Get the schedule PDF, 1 page Load more Nothing matches that search. Try another word or pick All. Download The list we send every individual client in January. It covers W-2s and 1099s, mortgage and property-tax statements, charitable receipts, childcare costs and the records to bring if you sold a home or shares. - Income statements, by who sends them - Deductions people most often miss - What to keep if you work from home From the federal EIN and New York or New Jersey withholding accounts to Form 941 each quarter and W-2s in January. Includes the questions to ask before you choose a payroll provider. The close we run for our bookkeeping clients in December and January: bank and card reconciliations, receivables and payables, fixed assets, and the adjustments your return depends on. Fill in your expected profit and owner salary and the worksheet shows self-employment tax, payroll cost and filing work side by side. Bring it to your consultation and we will go through it with you. Covers the W-9 to collect before the first payment, the January 31 deadline, and the signs that a contractor should be on payroll instead. For executive directors and treasurers. Explains the 990-N, 990-EZ and full 990, the schedules most organizations need, and how to prepare for the review before filing. For freelancers, owners and anyone with income that has no withholding. Includes the safe-harbor amounts and the four due dates. One page you can pin by the filing cabinet. Covers personal and business records, with the reason behind each period. ### [![The tax-season checklist cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-checklist-v4.jpg?width=1600&height=1067&name=cover-checklist-v4.jpg) Checklist Tax Tax-season document checklist Every form to gather before your return, sorted by who sends it: employers, banks, brokers and your own records. The same list we send clients in January. PDF, 2 pages · Updated January 2026 Get the checklist](https://www.nopethemes.com/tickmark/tax-season-checklist?hsLang=en) Guides ## More from the partners Three cards in a grid with topic filters. All Payroll Bookkeeping Business setup ### [![The payroll guide cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-payroll-v4.jpg?width=1600&height=1067&name=cover-payroll-v4.jpg) Guide Payroll Payroll setup guide for your first employee What to register, what to withhold and which forms go out each quarter. PDF, 9 pages Read the guide](https://www.nopethemes.com/tickmark/resources/first-employee-payroll?hsLang=en) ### [![The year-end guide cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-year-end-v4.jpg?width=1600&height=1067&name=cover-year-end-v4.jpg) Guide Bookkeeping Year-end close guide The reconciliations and review steps that turn a year of books into numbers you can file from. PDF, 12 pages Read the guide](https://www.nopethemes.com/tickmark/resources/year-end-close?hsLang=en) ### [![Signing formation papers](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/work-details/work-details-03.jpg?width=1600&height=1067&name=work-details-03.jpg) Worksheet Business setup Choosing an entity: LLC, S corp or C corp Compare tax, payroll and paperwork for each structure using your own expected profit. Spreadsheet Get the worksheet](https://www.nopethemes.com/tickmark/resources/choosing-an-entity?hsLang=en) Downloads ## List on brand dark ### [![The payroll guide cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-payroll-v4.jpg?width=1600&height=1067&name=cover-payroll-v4.jpg) Guide Payroll Payroll setup guide for your first employee What to register, what to withhold and which forms go out each quarter. PDF, 9 pages Read the guide](https://www.nopethemes.com/tickmark/resources/first-employee-payroll?hsLang=en) ### [![The year-end guide cover](https://www.nopethemes.com/hs-fs/hubfs/raw_assets/public/studionope-for-accounting/images/photos/covers/cover-year-end-v4.jpg?width=1600&height=1067&name=cover-year-end-v4.jpg) Guide Bookkeeping Year-end close guide The reconciliations and review steps that turn a year of books into numbers you can file from. PDF, 12 pages Read the guide](https://www.nopethemes.com/tickmark/resources/year-end-close?hsLang=en) [**Ashcombe & Reed**Certified Public Accountants](https://www.nopethemes.com/tickmark/home?hsLang=en) CPAs for owner-run businesses and the families behind them. 118 West 27th Street, New York21 Church Street, Montclair Services - [Tax preparation](https://www.nopethemes.com/tickmark/services/tax-preparation?hsLang=en) - [Bookkeeping](https://www.nopethemes.com/tickmark/services/bookkeeping?hsLang=en) - [Advisory](https://www.nopethemes.com/tickmark/services/advisory?hsLang=en) - [Audit](https://www.nopethemes.com/tickmark/services/audit?hsLang=en) Industries - [Dental & medical](https://www.nopethemes.com/tickmark/industries/medical-and-dental?hsLang=en) - [Construction](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Restaurants](https://www.nopethemes.com/tickmark/industries?hsLang=en) - [Nonprofits](https://www.nopethemes.com/tickmark/industries?hsLang=en) Firm - 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