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!

   PLEASE NOTE:  Beginning January 1, 2011 the IRS will require us to file all individual, trust, and estate tax returns electronically.  What are the benefits of e-filing?

• Convenience. You can electronically file 24 hours a day, 7 days a week. Save on postage.
• Security. Your tax return information is encrypted and transmitted over secure lines to ensure confidentiality. 
•  Accuracy. Electronic filed returns have been shown to have fewer errors than paper returns. 
• Faster Refund. With IRS e-file, you can receive your tax refunds in about half the time, compared to paper filers, or even faster by having your tax refund directly deposited into your bank account. 
• Proof of Filing. An acknowledgment is issued when your return is received and accepted.

 Tax Planning & Information:

• 2010 Tax Relief Act Part 1 : How recent tax legislation effects your tax rates, payroll taxes, and more.
• 2010 Tax Relief Act Part 2: How recent tax legislation effects available deductions, credits, and more.
•  Year-End Donation Tips
• Tips for Retaining and Organizing Your Financial Records

• 2009-10 Residential Energy Credits for Home Improvements
• 2010 Key Numbers - 2010 amounts that can effect your tax return.

Forms:

• Consent to Disclose Tax Return Authorization Form
• 2010 Tax Year Engagement Letter
• 2010 Tax Year Blank Client Tax Return Organizer