Client Resources

Everything you need to work with Caputa & Associates — guides, tips, and account access — all in one place.

Set up third-party bank access, connect to IL MyTax, and log in to your client portal.

Best practices for keeping your books clean and your records audit-ready throughout the year.

Everything you need to get your payroll set up correctly from day one.

Helpful guidance on managing payroll, staying compliant, and avoiding common mistakes.

How to prepare for tax season, what documents to gather, and what to expect from the process.

Understand how S-Corp owners are taxed and how to choose between quarterly payments and W-2 withholding.