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News & Resources

Downloads

2024 Tax Package

2023 Tax Package

Privacy Policy Statement

News

BOI Reporting Will Not Be Enforced Domestically

Post Election Tax Update

Beneficial Ownership Information (BOI) Reporting

Rollover from 529 Plan to Roth IRA

Major Overhaul on New Form W-4

Tax Cuts Act for Homeowners

Tax Cuts Act: Educational Tax Benefits

Beware of IRS Phone Scams

Identity Theft

Links

FedEx Delivery Manager

IRS Direct Pay

Client Portal

Track Your Refund

IRS Forms & Publications

2024 Tax Package

2024 tax preparation documents are now available.

Tax preparation documents are for current clients or new clients that have retained our services for this tax season.

2024 Current Client Tax Package

2024 New Client Tax Package

2024 State Aviation Deductions

News & Resources

Downloads

2024 Tax Package

2023 Tax Package

Privacy Policy Statement

News

BOI Reporting Will Not Be Enforced Domestically

Post Election Tax Update

Beneficial Ownership Information (BOI) Reporting

Rollover from 529 Plan to Roth IRA

Major Overhaul on New Form W-4

Tax Cuts Act for Homeowners

Tax Cuts Act: Educational Tax Benefits

Beware of IRS Phone Scams

Identity Theft

Links

FedEx Delivery Manager

IRS Direct Pay

Client Portal

Track Your Refund

IRS Forms & Publications

Tax and Accounting
Services for Professionals

A trusted CPA with 20 years
of public accounting experience

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