Tax Services: Individual, Small Business,
Corporate, Estate and Trust

Helpful Steps for collecting tax information.
We want to ensure you have the right tools in preparing your tax records. Please review our tax information checklist for individual and business filings.
See the checklist here
Download the tax organizer

Small Business Tax Worksheets (available in pdf format)
  Auto Expense Worksheet
  Auto Lease vs. Purchase Comparison Worksheet
  Collecting Your Tax Information
  Office in Home Worksheet
  Rental Property Worksheet

Industry Specific Worksheets (available in pdf format)
  See industry specific worksheets

Common Tax Forms (available in pdf format)
  Federal W-4 Employee's Withholding Allowance
  Federal W-9 Request for Taxpayer Identification Number
  Federal SS4 Application for Employer Identification
  Federal 941 Employer's Quarterly Federal Tax Return
  Record Retention Guide
  Non Cash Contributions worksheet
  Update Your Beneficiaries info
  Estate Planning, Tax Planning info

Important Financial Dates
March 15, 2012– Deadline to File 2011 Corporate 1120 and 1120S tax returns

April 17, 2012– Deadline to File 2011 Individual 1040, Partnership 1065 or Estate and Trust 1041 tax returns, Individual Estimates, Corporate Estimates

June 15, 2012– Individual Estimates, Corporate Estimates

September 17, 2012– If extension was filed, Deadline to File 2011 Corporate 1120 and 1120S tax returns, Partnership 1065 or Estate and Trust 1041 tax returns

October 15, 2012– If extension was filed, Deadline to File 2011 Individual 1040

December 17 , 2012– Corporate Estimates

January 15, 2013– Individual Estimates