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Info Center

Look here for useful information, timely reminders, tax forms and publications

Staying up-to-date on your tax information is important for your business or personal tax needs. The info center will provide you with all kinds of up-to-date information, including an events calendar, tax organizer, tax forms and IRS publications.

Along with our individual and business clients, we invite you to use the info center as a resource for your accounting, financial and tax information needs.

Below are links, with content descriptions, to the three main info center categories.

Events Calendar 

This interactive calendar, though not all inclusive; highlights federal and state tax due dates, special CPA firm events and other important dates. Because the calendar is continually updated, check back often to keep track of tax filing requirements, business, state and individual tax deadlines, and other events that will help you stay current and up to date.

Client Tax Organizer 

This tax organizer facilitates 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 our office. Current clients should contact our office and request a "pro forma" tax organizer that includes prior year information and carryover data.

Federal Tax Forms and 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. You may also choose from dozens of helpful IRS publications that are geared specifically to assist taxpayers directly.