TAX ORGANIZER
Need help consolidating records for income tax purposes? The tax organizer is a comprehensive guide to aid individuals in locating all of the important financial data needed to prepare their income tax returns.

TAX PLANNING
As 2007 draws to a close, there is still time to take advantage of several tax saving opportunities. Our annual tax planning letter identifies many ways for reducing your 2007 tax bill and planning ahead for the new year.

Tax planning is a year-round activity. Our 2007 Tax Planning Guide provides a wide variety of strategies for lowering personal and business taxes. We offer tax saving tips, smart investment moves, ideas to help you save for retirement, and much, much more.

TAX CALENDAR
Looking for important tax dates and deadlines? Our tax calendar consolidates all the vital information from the Internal Revenue Service, California Franchise Tax Board, and other places into one central location.

Individuals
Businesses (C and S corporations, partnerships, not-for-profits)
Trusts and Estates

TAX TOPICS
We want to alert you to recent developments regarding several important tax-related issues:

Energy Tax Incentives
Foreign Bank Account Reporting
Standared Mileage Rates
2008 Payroll Information