Tax Organization

Welcome to the Tax Organization Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.

Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.

2023 Tax Organizer 

2023 Year-end Planning

2023 Tax Engagement Letter - Individual

2022 Tax Engagement Letter - Business

2023 Tax Changes - Individual

New Tax Client Questionaire

Valuation Guide for Donated Property

Fact Sheet : Rental Income & Expenses 

Filing Requirement for Small Tax Exempts 

General Requirements for Recordkeeping 

Record Retention Periods 

Business Trips That Mix With Pleasure 

Vehicle Mileage Log 

Entertainment, Travel, & Gift Register

Check the link below for information on tax provisions of the American Recovery & Reinvestment Act of 2009 including a resent update on new tax laws concerning the  First Time Homebuyer's Credit,,id=204335,00.html?portlet=6