Tax Organizers

The tax organizer includes a questionnaire to prompt further discussion on the prior year's tax law changes and life events of the past year. It is to help you maximize your deductions and minimize your problems in preparing and filing your tax return. 

Individuals  

Business              

Employer's Tax Tools 

Please click on the links below to help with all of your self employment needs.

W-9 Form

W-4 Form

For NC Employers -  Form NC -4

Tax Calendar for Business

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