Information Center

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 emailĀ 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 Planner
Use this comprehensive tax and financial planning guide for year-round and year-end planning.

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.