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Resources2020-03-06T18:50:15+00:00

This page is full of information for our clients and friends. Feel free to browse and utilize as needed!

Tax Due Date Calendar

Our interactive calendar highlights federal and state tax due dates 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.

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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.

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Tax Alerts

To keep clients, prospects, referrals and employees updated on the latest happenings in the tax world,
we offer our tax alert articles for all to read. Contact us if you want to know more on any subject!

New Relief Procedures Allow Former Citizens to Avoid Covered Expatriate Treatment

The IRS has announced new relief procedures for certain individuals who have relinquished their U.S citizenship but want to come into compliance with their U.S. income tax and reporting obligations and avoid being a "covered [...]

Calculators

Should I refinance my mortgage? How much do I need to save for my child’s college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in the decision making process.