Category: Tax News

In recent years, we have learned of a number of instances where our clients have been victims of tax-related identity theft. Below we explain what tax-related identity theft is and steps that should be considered by anyone who has become, or suspects they have become, a victim of identity theft. What is tax-related identity theft? […]

Download Your 2023 Tax Organizer 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 […]