Tax and Information Center

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The Center

The Tax Information Center has resources such as an interactive Events Calendar highlighting important federal and state tax due dates, filing requirements and deadlines that will help you stay current and up-to-date; the Tax Forms Library to find downloadable IRS forms; the IRS Tax Publications Library for a list of helpful tax publications written in a plain language geared specifically to taxpayers; the Tax Guide for clear and simple explanations of tax issues you are likely to encounter; and a Client Tax Organizer to help you collect the necessary information we will need to complete your tax return if you are a new client.

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.

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.

Tax Guide

This information is provided in an effort to help you gather and organize the information necessary to file your individual or small business income tax return. The Tax Guide offers clear and simple explanations of the tax issues that you’re likely to encounter, and includes dozens of examples and tips.

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.

Access the Events Calendar

Access the Tax Guide

Access the Federal Tax Forms & IRS Publications

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