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    • Home
    • Blog
    • Services
      • Tax Services
      • Business Services
      • QuickBooks Services
    • Client Resources
      • New Clients
      • Business Handouts
      • Tax Planning Handouts
      • Retirement Handouts
      • Estates/Trusts Handouts
      • Individuals Handouts
    • CLIENT LOGIN
    • MAKE A PAYMENT
    • About Us
    • Contact Us

  • Home
  • Blog
  • Services
    • Tax Services
    • Business Services
    • QuickBooks Services
  • Client Resources
    • New Clients
    • Business Handouts
    • Tax Planning Handouts
    • Retirement Handouts
    • Estates/Trusts Handouts
    • Individuals Handouts
  • CLIENT LOGIN
  • MAKE A PAYMENT
  • About Us
  • Contact Us

Tax Planning Handouts

College Financial Aid Planning 2019 (pdf)Download
Early Retirement Distributions - SEPP 2019 (pdf)Download
Estate Planning Wills Probate and Transfer of Assets 2019 (pdf)Download
Financial Planning Guide 2019 (pdf)Download
Newlyweds Tax Tips 2019 (pdf)Download
Pension Income Planning 2019 (pdf)Download
Saving for College 2019 (pdf)Download

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important dates

Please be aware of our office deadlines below for dropping off your tax information:

  • February 16th - Business Returns (Partnerships and S-Corporations)**
  • March 2nd - Individual Returns and Calendar Year Corporations**
  • July 15th - All returns which were extended (after this date, it may not be completed by the deadline for extension of September 15 or October 15)

**All information must be received by these dates or your tax return will likely be extended.