Client 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 clients should contact the office to request a “proforma” tax organizer that includes prior year information and carryover data.

American Institute of CPAs

  • June 06 ·
    AICPA Thought Leadership Video Series
    A video thought leadership series with leaders in the CPA profession discussing the topics of "Valuation vs Value" and "Templosion." (…)
  • May 01 ·
    AICPA Launches New Career Website and Competition for Future CPAs
    The AICPA has just launched a bold, exciting new career website specifically for college accounting students and CPA exam candidates. This Way to CPA is chock full of expert insights, latest informati (…)
  • April 22 ·
    Cybersecurity: Be Prepared for Modern Day IT Threats
    Digital opportunities bring the potential for digital information threats. Make sure you are thoroughly versed in the latest developments on cybersecurity and industry best practices for deterring an (…)
  • March 14 · Feedburner Trusted Business Advisor Solutions
    Ten Steps to a Digital Practice

    John H. Higgins,
    CPA Crossings, LLC

    What does it mean and why you should pursue it
    I am currently serving as an advisor to a small accounting and tax practice to help them “ (…)

  • February 08 ·
    AICPA Asks IRS to Fix Instructions on Real Estate Reporting
    In a letter to the Internal Revenue Service, the AICPA urged the agency to issue clear guidance as to when a 1099 is truly necessary, citing potential confusion over the current instructions for Sched (…)


AICPA.Org Tax Adviser

Trusted Business Advisor Solutions – Live

These feeds are provided by