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2024 Newsletter
Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.
Spend Some Time
Explore our Online Office. There are many different ways to use the services here. You can:
- Learn about the services we offer.
- Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
- Stay Alert to tax and accounting news by reviewing the client newsletter.
- Register Your e-mail Address to receive important announcements through Service PLUS!
- Link to a variety of other helpful sites listed under Links.
- Review Tax and Financial Topics of Interest in the Additional Pages section of our site
Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. This web site is meant to be an extension of services provided to you.
Visit often as additional news and helpful information will be continually added in an effort to serve you better.
Got Kids? The IRS requires documentation the child lives with you. Simply ask your child's school, daycare or doctor to provide a letter using one the templates below.
Template for School Template for Childcare Provider Template for Healthcare Provider
2018 Individual Taxpayer Organizer Use this organizer to help you gather your 2018 documents. The organizer is offered in a fillable pdf format.
2018 Individual Taxpayer Organizer Rental Property Use this organizer if you have rental property. The organizer is offered in a fillable pdf format.
2018 Individual Taxpayer Organizer Sole Proprietorship Use this organizer if you have a business. The organizer is offered in a fillable PDF format.