Interactive financial calculators and other tools to assist you with some of the day-to-day questions.

Tax Calendar

The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you.

External Tax Resources

A list of web sites that we have found to be helpful resources

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.

Proactive planning eliminates reactive solutions

The foundation of our practice is built on personal relationships with our clients and strong support for the local community. Our philosophy is simple: Provide the finest auditing, accounting, tax and management advisory services possible. Contribute to our community and our profession. Grow - but never lose sight of our local identity and the personal relationships we share with clients.

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