Financial Tools & Resources
As accounting professionals, we get similar questions posed to us on a daily basis. To assist your financial questions and concerns, we have compiled these helpful calculators, tools, and other resources. While these resources are not meant to be a substitute for financial advice from our qualified professional staff, they can be used as a starting point in decision-making and to help you prepare for your meeting with us.
Should I refinance my mortgage? How much do I need to save for my child’s college education? Our financial calculators and other tools can assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in the decision making process.
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients. After you enter your information, you can then print the completed tax organizer and send it to the office. Current clients should contact the office to request a “proforma” tax organizer that includes prior year information and carryover data.
This interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.
There are many great sites on the internet, but trying to actually find those great sites can be a frustrating experience. We have compiled a list of Websites that we have found to be helpful resources of information.