With many questions coming into our office regarding Estate Planning, we would like to help you by guiding you through this process. The following article will help you identify areas that need to be addressed.
Please take the time by reading the PDF article below.
Many people have asked how to complete the W4. This is used by employers to determine your payroll withholding.
Please take the time by reading the PDF article below.
The 2024 Tax Organizer PDF documents have now been made available on our website. Please download, complete the appropriate form(s) and bring the printed copy with you along for your tax planning session.
We have officially released the 2022 Individual Taxpayer Organizer. Please complete this form and bring the printed copy with you along with your tax documents when you are ready. We are in the process of setting up an online secure portal. You can find the link to the PDF file below.
Here is the latest news regarding the 2021 tax year. It includes information related to Advance Payments of Child Tax Credit, Dependent Care Benefits, PPP Safe Harbor, Paid Leave Tax Credit, and Overpayment of 2020 taxes to 2021 Estimates.
Click here to download a PDF file of the most recent News Letter
