In The News

Tax Update  July 24, 2014
Many non-profit organizations are apprehensive about getting started with cloud-based technologies due to concerns related to data security and migration costs. However, the main obstacle to implementation is a lack of knowledge about this technology. Read More

NFP E-News Update  July 17, 2014
Workplace giving is a critical part of the nonprofit sector. Almost 4 billion dollars in donations are given to nonprofits every year via workplace giving. However, continually shifting trends in donations indicate nonprofits must figure out ways to ensure employees will keep giving. Read More

NFP E-News Update  July 3, 2014
For those non-profits willing to put in the necessary research, crowdfunding may be an ideal addition to normal fundraising efforts. 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.