Info Center

Info Center

We are pleased to present this complimentary copy of our 2023 Year-End Tax Planning Guide. You will find it full of valuable ideas to help you achieve your personal or business financial goals. Today, knowing a little about taxes is not enough. It's important to know how the various tax provisions affect the decisions you make when you do your year-end planning.

We are providing you with our 2023 Year-End Tax Planning Guide as the first step in keeping you informed on the basis of current tax laws and to highlight certain provisions and tax tips. The next step is to call us to discuss how these concepts might apply to your specific circumstances.

It is clear to us that the majority of our new clients come from referrals from our existing clients. We appreciate your referrals and invite you to tell business associates and friends to call us for a printed copy of our 2023 Year-End Tax Planning Guide.

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.

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.

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.