A Commitment To Excellence

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. 

Tax Organizer for Individuals (Basic)      Tax Organizer for Individuals (Full)                    


      

Tax Organizer for 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


.