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Forms & Links

The Tax Organizer is a tool developed to assist in collecting and summarizing all necessary information and documentation required for preparing your taxes.
2024 Tax Organizer

The Estate Planning Questionnaire lists most of the information needed to prepare a Will, Trust, Living Will, and Power of Attorney, to assist in estate planning.
Estate Planning Questionnaire

Use the Estimated Tax Payment Vouchers and included instructions to make quarterly payments to the US Treasury.
Estimated Tax Payment Vouchers

Use the irs.gov link below to get your tax transcript online or by mail.
Request Tax Transcript
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