Info Center

2019 Payroll Packet
Our annual payroll packet provides payroll tax rates and limits, select forms for tax reporting, and a questionnaire to determine if a service provider is appropriately classified as an employee or an independent contractor.

Record Retention Schedule
This reference sheet offers guidance by providing a suggested time-frame for retaining various types of records.

Estate Tax Planning Questionnaire
This questionnaire can be a valuable tool to gather important information regarding your estate, both for purposes of providing a complete reference guide when needed by you or your heirs and to identify areas where your estate planning may benefit from additional attention to be sure your loved ones are provided for and your wishes are carried out in a manner that minimizes overall estate and income taxes.

Events 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. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

Federal Tax Forms & IRS Publications
Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.