Resources

Events Calendar

This 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 updated frequently, be sure and check back often to keep track of filing requirements and deadlines.
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Client Tax Organizer

Here’s an easy way to pull together your tax information. This basic tax organizer is designed for new clients, and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a “pro forma” tax organizer that includes prior year information and carryover data.
View Client Tax Organizer >

Federal Tax Forms & IRS Publications

Looking for a federal tax form? Browse this online 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 gain a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.
View Federal Tax Forms & IRS Publications >