Resources

Tax Events Calendar

The interactive calendar highlights federal and state tax due dates, special firm events and other
important dates. The calendar is continually updated, so please check back often to keep track of filing
requirements, deadlines and other events.

Tools and Calculators

With this extensive online calculator section, you can find out early payoff amounts, debt consolidation,
annual rate of return on investment, loan amortization and more.

Client Tax Organizer (PDF)

This tax organizer can facilitate the process of pulling together your tax information. It 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.

IRS Tax Forms & 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. These publications are written in a plain language format geared specifically to taxpayers. (All forms
in this section are for download only.)

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