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.
This information can also be uploaded through FileShare as well.
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. The calendar is updated regularly, so check back often to keep track of filing requirements, deadlines, and other events that will help you stay current and up-to-date.
The calendar below shows important tax due dates and other events. Events have been categorized as Individual, Business and State tax due dates, as well as general Firm events. Hover over an event to view its details.
| Business | Individual | Firm | State |
August 2011 |
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Sunday |
Monday |
Tuesday |
Wednesday |
Thursday |
Friday |
Saturday |
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31 July
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1 | 2 | 3 | 4 | 5 | 6 | ||||||||||||||
7 | 8 | 9 | 10 Tip Income Received
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14 | 15 | 16 | 17 | 18 | 19 | 20 | ||||||||||||||
21 | 22 | 23 | 24 | 25 | 26 | 27 | ||||||||||||||
28 | 29 | 30 | 31 | 1 September
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2
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3
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If and only to the extent that this publication contains contributions from tax professionals who are subject to the rules of professional conduct set forth in Circular 230, as promulgated by the United States Department of the Treasury, the publisher, on behalf of those contributors, hereby states that any U.S. federal tax advice that is contained in such contributions was not intended or written to be used by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer by the Internal Revenue Service, and it cannot be used by any taxpayer for such purpose.
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