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This page is constantly updated with important documents, links, IRS bulletins, articles, and other resources of benefit to you.  If there is an article or other information you need but can't find here, just ask and we will be happy to help you!

Documents & Forms

Client Tax OrganizerClick the link for our tax organizer.  Intended for new clients, this basic tax organizer helps pull together the information we will need for tax planning and tax return preparation.  You can fill it out online and then fax or mail it to us.  (Addresses and fax numbers are at the bottom of this page.)

        Current clients may contact our office for a proforma tax organizer that includes prior year information and carryover data.

NEW! 2024 Standard Mileage Rates:  Click the link to go to the IRS website for past and current mileage rates. To discuss mileage rates or the best way to account for business travel, contact your CPA today!

2024 Auto Benefit:  Click here for the auto benefit form for your tax planning and preparation purposes.


2024 Form W-4:  Click here for an updated Employee's Withholding Certificate to provide your employer.

Federal Tax Forms & IRS PublicationsClick this link to go to the Forms & Publications page of the IRS website, where a search box will guide you to the exact documents you need.

Links of Interest
Client Access Links
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