TAX RESOURCES

 You may find this information helpful in your tax planning and compiling information for your tax returns. Please do not hesitate to contact us if you have any questions!

Tax Planning:

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• 2009 Year-End Tax Planning Letter
• Year-End Donation Tips
• Record Retention Rules
• American Recovery Act Information for Individuals
• American Recovery Act Information for Businesses
• 2009-10 Residential Energy Credits for Home Improvements

Forms:

• Tax Return Disclosure Authorization Form
• Tax Organizer for the 2009 Tax Year
• Tax Engagement Letter for the 2009 Tax Year