Forms

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.

Client Organizer

Tax Forms

Form 1040 U.S. Individual Income Tax Return

Form 1040A U.S. Individual Income Tax Return

Form SS-4 Application for Employer Identidication Number

8822 Change of Address

Links

There are many great sites on the World Wide Web but trying to actually find those great sites can be a frustrating experience. We have compiled a list of websites that we have found to be helpful resources of information.

 

Other Resources

 

Governmental

 

Tax

 

News

 

Wealth Management

Tools

Should I refinance my mortgage? How much do I need to save for my child’s college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.

1040 Tax Calculator

How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

Payroll Deductions

Use this calculator to help you determine the impact of changing your payroll deductions

Auto Loans

Find out how much automobile you can buy based on your monthly payment, or find out your loan payment based on your purchase price!

Lease vs. Buy

Should you lease your next automobile or finance it? Find out with this calculator!

Auto Loan Early Payoff

Find out how much interest you can save by increasing your monthly auto loan payment.