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Resources


2020 Pocket Tax GuideTools & Resources

Our 2020 Pocket Tax Guide is a quick reference to aid in preparing your 2019 tax return. For questions and further assistance, please contact a Saltmarsh tax advisor.

View 2020 Pocket Tax Guide


2019 Year-End Tax Planning Guide - For Individuals

Your individual income taxes likely comprise one of your largest annual expenses, so we encourage you to consider what strategies could help lower your total tax liability.

This guide offers helpful strategies and tips for doing just that, but remember to consult your Saltmarsh tax advisor before implementing any of the recommendations set forth, as it is intended to provide broad suggestions only. 

View 2019 Year-End Tax Planning Guide For Individuals


2019 Year-End Tax Planning Guide - For Businesses

Recent changes in federal taxation have resulted a host of challenges for businesses of all types. This guide for business owners covers important tax-saving strategies to help optimize your tax planning.

Consult your Saltmarsh tax advisor before implementing any of the recommendations set forth, as it is intended to be a resource and provide broad suggestions only. 

View 2019 Year-End Tax Planning Guide For Businesses


Year-End Tax OrganizerTools & Resources

Our Tax Organizer can help you capture essential information needed for preparing your tax return. Select and complete forms based on your specific tax needs and return to your Saltmarsh preparer.

Download Your 2019 Year-End Tax Organizer


Saltmark Industry ReportTools & Resources

Assess your company's health and performance with a valuable Saltmark Industry Report.

Our comprehensive report is built by bench-marking key data and insights from your company against that of your industry peers. Not only does your customized report outline how your company compares to the industry on an account-by-account basis, it also highlights key performance indicators (KPIs) to uncover strategies for lowering your costs and increasing profits.

Request your Saltmark Industry Report


Saltmarsh Financial Advisors' Quarterly Investment UpdateMarket Insights for Long-Term Investors

Our Quarterly Investment Update features market insights, research and perspectives from our advisor network and investment management team, Saltmarsh Financial Advisors, LLC.

Sign up to receive our quarterly newsletter by email!


Community Bank Performance & Regulatory ReportsQuarterly Insights from The Bank Advisors

The Bank Advisors at Saltmarsh publish a series of quarterly reports for community banks across the Southeast. 

Asset Quality and Performance Comparison reports by state keep you informed on the financial condition and performance of your industry peers.

Our matrix for Regulatory Compliance Changes allows you to stay ahead of the compliance curve in an ever-changing regulatory environment. 

Sign up to receive these reports as they are released each quarter!


Credit Union Performance & Regulatory ReportsPublished by The Credit Union Advisors

The Credit Union Advisors at Saltmarsh publish a series of quarterly reports for credit unions in Florida and Alabama.

Our Performance Comparison reports, sorted both by state and asset size, keep you informed on the financial condition and performance of your peers.

A matrix for Regulatory Compliance Changes allows you to stay ahead of the compliance curve in an ever-changing regulatory environment. 

Sign up to receive as they are released each quarter!


Reingruber Alerts for HealthcareFocusing on the Post-Acute and Acute Healthcare Industries

Specifically for our clients and friends in healthcare, stay up-to-date with regular "Reingruber Alerts" featuring our breakdown and analysis of complex regulatory matters, important Medicare and Medicaid updates and other industry news and changes. 

Sign up to receive our "Reingruber Alerts"


Contact Us

FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

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