Below is a list of our resources to assist you with your tax and financial planning needs. Please do not hesitate to contact us for additional information and assistance.
Newsletters Stay current by reading the latest federal tax developments by clicking on the above link.
IRS Publications and Forms Choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers. Looking for a federal tax form? Browse this online tax forms library found in the tax information center to find downloadable IRS forms for tax year 2013. Applicable 2012 tax forms are also available. The forms are presented in PDF format and are acceptable for filing with the IRS.
CDOR The Colorado Department of Revenue now has an online tool to assist taxpayers. The new online portal allows taxpayers to review prior returns, file protests, check the status of payments, refunds, etc. Please click here for tips and tools on how to access this information.
Tax Information Center The tax information center provides an interactive calendar which 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.
Tax Notebook A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a “proforma” tax organizer that includes prior year information and carryover data.
Financial Tools and Calculators Should I refinance my mortgage? How much do I need to save for my child’s college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to 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 your decision making process.