Info Center

Client Tax Organizer

For new clients, you may use the tax organizer on this website or you may contact us for other options.  The tax organizer on this website is designed for you to enter your information right on the screen.  You can then print the completed tax organizer and bring it with you to your appointment.

For existing clients, a  tax organizer that includes prior year information should arrive at your address or e-mail by the end of January.  Please complete the organizer and bring it with you to your appointment or when you drop off your tax information.

Events Calendar
The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

Federal Tax Forms & IRS Publications
Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.

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