Accurate Record Keeping
Client Resources
Tools to Help You Stay Compliant and Organized
Returning Client Organizer
If you are an existing client, this PDF will help you organize all of your information to make things quick and easy.
New Client Organizer
If you are a new client, our tax organizer will help you get your information together to make sure your taxes are submitted without issue.
1040 Tax Calculator
Enter your filing status, income, deductions and credits and we will estimate your total taxes.
Payroll Deductions Comparison Calculator
Use this calculator to help you determine the impact of changing your payroll deductions.
Estate Tax Planning Calculator
Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan.
Retirement Planner Calculator
Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.
