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Celebrating Over 30 Years of Excellence

Tax Organizer 

A simple tax organizer to help gather information needed to accuratly prepare your individual income tax returns. This form can be filled out online then printed from home before your first meeting.

Financial Tools

Interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise.  


A list of websites that we have found to be helpful resources of information.