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Successful financial management and planning are founded on accurate and up to date information. Here are some links to the latest tax news and publications that we find particularly useful. If there’s something you don’t see here, or you have any questions, we are just a phone call or email away.

To use the resource table, simply select a subject that interests you.

Personal Tax Checklist

Eliminate confusion at tax time! Be sure that everything is organized and ready for your accountant with this checklist.