Resources
Information Center for Tax Preparation and Financial Planning
Some of the simplest things take the most time. We hope to remove some of these burdens by providing you with the following tools. We know your time is valuable, so we found many forms and websites you'll need for your financial planning and tax needs.
Client Tax Organizer
A tax organizer can simplify the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information on the screen. You can then print the completed tax organizer and mail it to the office, upload it to your client portal, or bring it to your initial meeting. Current clients will be sent a tax organizer each January that includes personalized prior year information and a prescheduled appointment to meet with one of our tax preparers.
Federal Tax Forms and IRS Publications
Looking for a federal tax form? Browse this online library to find downloadable IRS forms geared specifically to taxpayers. 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 better understand various tax issues.