Tax Planning Resources


2016-2017 Tax planning guide

When thinking about your 2016 planning, don’t count on the tax regime remaining the same indefinitely. In other words, the only certainty in tax planning is uncertainty.

What does this all mean? Tax planning in 2016 is as important as ever. This guide
provides an overview of some key tax provisions you need to be aware of and offers
a variety of strategies for minimizing your taxes. But there isn’t space to touch on
all of the available tax-savings opportunities. So please contact our office to
learn exactly which strategies will work best for you. Read PDF


Important Changes to 2016 Tax Return Due Dates

On July 31, 2015, President Obama signed into law the “Surface Transportation and Veterans Health Care Choice Improvement Act of 2015.”  This new law included revised due dates for Partnership and C Corporation returns and revised the extended due dates for certain returns. 

We have included a reference table which summarizes the revised due dates.  We strongly encourage you to review this table so you can plan accordingly for the upcoming tax filing season and determine how the new due dates may impact you, your family, or your business. 

Partnerships will have to file by March 15th, 2017.  We encourage you to provide us your tax information as early as possible in order to meet these accelerated due dates.

We hope this information is helpful.  If you would like more details about these changes or any other aspect of the new law, please be sure to give our office a call.  Read PDF

records retention schedule

Just how long do you need to keep canceled checks, tax returns and countless other scraps of paper tucked away in various places? This schedule lists the most common documents and the length of time you need to keep them. Read PDF


irs forms & publications

The official source of IRS tax products. This website provides methods to access and acquire both electronic and print media. Basic and advanced search capabilities for published products are also available. Download IRS forms