Client Tools

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.

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.

2020 Customized Tax Booklet Download

Customized tax organizers have been mailed to those who received them last year. You can also download an organizer below (the information has been divided into 4 subheads). If you did not receive information the previous year and would like it sent to you please call Elsie at 203-795-6777.