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Free Guides

Tax, Payroll & Business Guides

Straight answers to the questions our clients in Rhode Island ask most — written by the people who file the paperwork, in plain language, with no sales pitch. Every guide is available in English and Spanish.

Taxes

How to Apply for an ITIN: A Step-by-Step Guide

Who needs an ITIN, which documents the IRS accepts, how Form W-7 works, and how to renew one before it expires — explained plainly.

8 min read
Payroll

1099 vs. W-2: Classifying Workers Correctly

The difference between an employee and an independent contractor, the tests the IRS and Rhode Island actually apply, and what misclassification costs.

9 min read
Starting a Business

How to Start an LLC in Rhode Island

Every step to form a Rhode Island LLC — name search, registered agent, Articles of Organization, EIN, and the annual report that trips people up.

10 min read
Starting a Business

How to Get an EIN for Your Business

What an EIN is, who is required to have one, how to apply for free directly with the IRS, and how to avoid the sites that charge for it.

6 min read
Taxes

Rhode Island Sales Tax: A Guide for Small Businesses

When you have to collect sales tax in Rhode Island, how to register for a permit, what is exempt, and how filing and remitting actually work.

8 min read
Taxes

Quarterly Estimated Taxes, Explained

Who has to pay estimated taxes, how the quarterly schedule works, how to calculate a payment, and how the safe harbor rule prevents penalties.

8 min read
Payroll

Rhode Island Payroll Taxes, Explained

TDI, TCI, Employment Security, and the Job Development Fund — the Rhode Island payroll taxes every employer has to withhold or pay, and who pays which.

9 min read
Starting a Business

What Records to Keep, and for How Long

A practical recordkeeping system for a small business — which documents matter, how long to keep each one, and what an auditor will ask for.

7 min read
Taxes

Taxes After Moving from Puerto Rico to the Mainland

How your filing obligations change when you move from Puerto Rico to Rhode Island, which income gets reported where, and the mistakes that cause notices.

9 min read
Credits & Refunds

The Earned Income Tax Credit: Do You Qualify?

One of the largest refundable credits available to working families — who qualifies, what disqualifies you, and why so many eligible people never claim it.

7 min read
Credits & Refunds

Claiming Dependents: Rules That Actually Matter

The qualifying child and qualifying relative tests, what happens when two people claim the same child, and how ITIN dependents are treated.

8 min read
Taxes

Self-Employment Tax: What Contractors Need to Know

Why self-employed people owe more than employees, what self-employment tax actually funds, and the deductions that legitimately reduce it.

8 min read
Payroll

Rhode Island Wage and Hour Rules for Employers

Minimum wage, overtime, pay frequency, pay stubs, and the Sunday and holiday premium rules that are specific to Rhode Island.

8 min read
Starting a Business

Business Licenses and Permits in Providence

Which licenses a new Providence business actually needs, which agency issues each one, and the order to do them in so you are not waiting twice.

7 min read
Starting a Business

Notary Services in Rhode Island: What to Expect

What a Rhode Island notary can and cannot do, what to bring to your appointment, and why a notary is not the same as an attorney or a translator.

6 min read
Starting a Business

Bookkeeping Basics for a Small Business

Separating business and personal money, the categories that matter at tax time, and a monthly routine that takes under an hour.

8 min read