Resources

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News + Updates

Check here often for the latest developments in the accounting and tax world.  You will find news from the IRS, tips for tax planning, and any accounting rule changes that may impact your financial reporting.

Event 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.

Client Tax Organizer 

A tax organizer can facilitate the process of pulling 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 “proforma” tax organizer that includes prior year information and carryover data.