IRS Publications
2011 Tax Guide
2011 Year-end Tax Planning Guide
2012 Tax Planning Guide
Life Cycle Tax Tips
Events Calendar
ISMA BA Agreement
Client Tax Organizer
Calculators
Related Links
HIRE Act Employee Affidavit
In The News
Not-for-Profit
Enews Update
January 19, 2012
Tax Treatment of Employer-Provided Cell
Phones
Previously, subject to certain exclusions,
employer-provided cell phones were considered a taxable fringe
benefit, which must be included in an employee's gross income.
Read
More
Not-for-Profit
Enews Update
January 12, 2012
IRS Announces Automatic Extensions for
Not-for-Profit Annual Returns
The IRS recently announced
that is has granted tax-exempt organizations, with January and
February filing due dates, an automatic extension until March 30,
2012 to file their annual returns. 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.