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Tax Center

Below are links to resources that can help you discover potential tax savings, get organized and stay organized.

Tax Letter

This is our annual tax letter that contains important tax updates, tax rates and other information. Please review this letter prior to submitting your tax information to us to ensure you have considered all possible tax savings.

Tax Organizer

This is an all-inclusive list that you may find helpful in organizing your tax information. Please note that not all sections will apply to you. Submitting this with all applicable sections completed will expedite the completion of your return and may result in lower preparation fees for you.

Tax Due Dates

Review this list to make sure you don't miss important deadlines.

Tax Rates

Find out 2009 and 2008 tax rates and limits.

Storing Tax Records

Unsure of what documents to keep and for how long. Reviewing these guidelines will get you on the right path.

 

 

 

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