In The News

Tax Update  March 27, 2014
On March 25, 2014, Indiana Governor Mike Pence signed legislation which phases in reduced corporate income tax and enacted other tax law changes. Read More

NFP E-News Update  March 27, 2014
Purchasing cards can present a risk for all organizations. While they are convenient, it is imperative for organizations to monitor the activity of purchasing cards and even assess the necessity of their use. Read More

NFP E-News Update  March 20, 2014
Large non-profit organizations have been utilizing online donations to increase charitable giving through their websites and/or social media for some time now. These efforts continue to show results. Read More


 


Resources [ 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 us. Current clients should contact us to request a "pro forma" tax organizer that includes prior year information and carryover data.
The Client Tax Organizer is the last selection.