05 Feb 2019 Blank Organizer/Client Questionnaire
The tax organizers below have been created for your use in gathering the information needed for your 2019 tax return. 2019 Blank OrganizerDownload Info Gathering TemplateDownload ...
The tax organizers below have been created for your use in gathering the information needed for your 2019 tax return. 2019 Blank OrganizerDownload Info Gathering TemplateDownload ...
We wanted to bring to your attention some matters that continue to be top concerns for many taxpayers. Both the IRS and state tax agencies are facing increased security risk with identity theft which affect thousands of taxpayers. Healthcare is another important issue for many...
Dear Client: As we prepare for the upcoming tax season, we would like to share some thoughts about your tax packages, highlight some issues that most commonly require follow-up, and to inform you of changes we are making in our continued effort to increase efficiency and...
Dear Clients: A few weeks ago, we sent to you the tax organizer to help you in gathering the necessary information to prepare your 2014 income tax returns. After we sent out the organizers, Congress enacted legislation that extended certain deductions and tax credits that had...