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.

Scroll to Top