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Tax Center

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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.
 
Track Your Refund
Find out when you'll receive your federal and state refund.
Tax Due Dates
Please note the following tax due dates on your calendar, and come back often to keep up with the changes.
 
Tax Rates
Tax rates change every year. Take a look at this year's tax rates.
Tax Forms & Publications
Quickly view and print any IRS tax form or publication. Saves a trip to the post office.
 
Record Retention Guide
Use this guide to determine how long you need to keep your tax and other financial records.
State Tax Forms
Quickly print the tax forms you need from any State in the country.