Info Center

Life Cycle Events
Handy online guides to understanding taxes in your Personal And Business Life with the most up-to-date tax resources and online technology put together in a plain language, reader-friendly format. They incorporate the latest tax laws out of Washington, DC, along with rulings and decisions from the IRS and the federal courts.

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.

Financial Planning Toolkit
The Financial Planning Toolkit contains information to manage one's personal finances, including investments, insurance, risk and asset management strategies, and tax, retirement and estate planning. One can also use the Financial Calculators to help assess financial position and better manage money.

Business Owner's Toolkit
The Business Owner's Toolkit contains information, tools, sample documents and news that small business owners need to start, run and grow a successful small business. It offers the latest information on US business, taxation, legal matters and general tips to help business owners operate efficiently and effectively.

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.