Updates About COVID-19 (Coronavirus) - Learn More

Resources


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. Our 2019 Year-End Tax Planning Guide for Individuals offers helpful strategies and tips for doing just that.

Please remember to contact your Saltmarsh tax advisor before implementing any of the recommendations set forth within this guide, 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

The recent changes in federal taxation has generated a host of challenges for businesses of all types. Our 2019 Year-End Tax Planning Guide for Businesses covers important tax-saving strategies to help optimize your tax planning.

Please remember to contact your Saltmarsh tax advisor before implementing any of the recommendations set forth within this guide, as it is intended to provide broad suggestions only. 

View 2019 Year-End Tax Planning Guide For Businesses


2020 Pocket Guide to TaxesTools & Resources

We have compiled a quick reference to help you in preparing your 2019 tax return. If you would like further assistance, please contact a Saltmarsh tax advisor.

View 2020 Pocket Tax Guide


Year-End Tax OrganizerTools & Resources

Our 2019 Year-End 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 business' health and performance with a Saltmark Industry Report. This comprehensive, industry report is generated using the company data of your peers. Not only does your customized Saltmark Report outline how your company compares to the industry on an account-by-account basis, but it also highlights key performance indicators to uncover strategies for lowering costs and increasing profits.

Request your Saltmark Industry Report


Investment Update NewsletterQuarterly Investment Management Newsletter

Investment insights and market updates from Saltmarsh Financial Advisors.

Sign up: Investment Update Newsletter


Bank Performance & Regulatory ReportsPublished by The Bank Advisors

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

Our Asset Quality and Performance Comparison reports keep you informed about the financial condition and performance of your industry peers, while our Regulatory/Compliance Changes Matrix will help you stay ahead of the compliance curve in an ever-changing regulatory environment. 

Join our distribution list 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 keep you informed about the financial condition and performance of your industry peers, while our Regulatory/Compliance Changes Matrix will help you stay ahead of the compliance curve in an ever-changing regulatory environment.

Join our distribution list to receive these reports as they are released each quarter.


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

For our clients and friends in healthcare, Reingruber Alerts feature our team's analysis of current changes, such as complex regulatory matters, Medicare and Medicaid updates, and more. 

Click to Subscribe: Reingruber Alerts for Healthcare


Updates About COVID-19 (Coronavirus)


Saltmarsh CPA - Who We Are

Who We Are

Our professionals have the depth of experience, industry knowledge and worldwide resources to help you reach your goals. We put your success above all else as your trusted advisor.

Saltmarsh CPA - What We Do

What We Do

Saltmarsh offers a full range of professional services to accommodate your needs – from tax planning and accounting services to information technology and employee benefits consulting.

Saltmarsh CPA - Who We Serve

Who We Serve

Saltmarsh serves individuals and businesses. Personal attention, access to the right professionals and rapid response is how we serve.

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

Stay Connected

Sign up to receive updates and important information from Saltmarsh!