Client Tax Organizer:  Click 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.

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NEW! 2023 Standard Mileage Rates:  The IRS has released the 2021 optional standard mileage rates for vehicle use.  Beginning January 1, the rate for business travel is 65.5 cents per mile; medical and moving are 18 cents per mile; and charitable use is 14 cents per mile.  Parking fees and tolls may be deducted separately for business driving. 

        To discuss mileage rates or the best way to account for business travel, contact your CPA today!

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

2022 Form W-4:  Click here for an updated Employee's Withholding Certificate to provide your employer.

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Federal Tax Forms & IRS Publications:   Click 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.