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Resources + Forms

Tax Planning Guide

Download a our tax planning guide. To request a hard copy, contact us at

Web Tax Planning Guide

This guide will be updated so you will always have current information at your fingertips.

Quarterly Tax Calendar

Keep track of upcoming tax deadlines

Tax Record Retention Schedule

For businesses and individuals, this schedule answers the question, "how long should I keep this?"

Download the latest tax forms below 

Employer Forms

Individual Forms

Electronic Filing Authorization Forms

Beneficiary, Partner and Shareholder K-1s

Exempt Organization Forms

Articles + Resources