Free Resources

Tax Organizer

Tax Organizer Form
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 the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.

IRS Tax Forms

Find and download IRS tax forms
Looking for a federal tax form? Our library includes the most common forms and schedules.

IRS, Ohio, and Federal Government Links

Newsletter Archives

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Financial and Tax Calculators

Financial and Tax Calculator List
This pdf document download gives you the links to several different free financial and tax calculators.