The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.
Client Tax Organizer
A client organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients. You can then print the tax organizer, fill in the required fields, 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.
Will and Trust Fact Sheet A fact sheet is important for obtaining some of the information necessary for drafting your will or trust. Please print this questionnaire, fill in the required fields, and schedule an appointment with Mr. Walker to discuss your will or trust.
Federal Tax Forms & IRS Publications
Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.