Donated items valuation guide

What are your donated items actually worth?

Client information sheet

If you are a new client or an existing client whose address, email address, etc. has changed, in preparation for tax season feel free to complete this form in advance of your appointment.

IRS Withholding Calculator

How much Federal Income Tax should you have withheld?  This link may help.

2018 Tax Organizers


Go to the Organizers page to see a variety of organizers to suit your personal needs.

For existing clients request your personalized organizer by email.

Tax Tools

Helpful links to use throughout the year 

Income Tax Payments

This link will take you to Federal and State Income Tax payment modules.