We are dedicated to keeping clients abreast of the latest tax law changes, planning strategies and vital tax-related information. This section includes a library of timely articles, due date reminders and much more. The articles are categorized by subject matter, which can be accessed from the links.
Click on your topic of interest and find a wealth of information.
- 2016 TAX DEDUCTION FINDER & PROBLEM SOLVER
Our 2016 Tax Organizer is designed to help you identify missing tax deductions and get more organized before your appointment. We update the tax organizer annually to make sure you are in compliance with the latest tax law changes. The tax organizer currently posted below is primarily for the 2016 tax year, although it can be used for other years.
- 2015 TAX DEDUCTION FINDER & PROBLEM SOLVER
This is an archive of the 2015 edition of our tax organizer. Use this organizer if you have not yet filed your 2015 tax return.