Tax Facts
May 22, 2020
PPP Loan Forgiveness Instructions
On Friday May 17, 2020, the Small Business Administration (SBA), in consultation with the Department of the Treasury, released the Paycheck Protection Program (PPP) Loan Forgiveness Application and detailed instructions for the application..
February 7, 2020
SECURE Act Presentation and FAQs
Download the presentation and FAQs from our SECURE Act Survival Kit workshop, and learn how this new, extensive retirement act may affect you.
January 9, 2020
Security Awareness for Taxpayers
"The IRS, the states and the tax industry are committed to protecting you from identity theft... Working together, we’ve made many changes to combat identity theft."
April 13, 2020
Individual and small
business impacts
The coronavirus (COVID-19) has affected all aspects of our lives including our financial well-being. To combat this pandemic, various relief measures are available to you.
January 27, 2020
2019 Popular
Tax Forms
We have listed, in numerical order, of some of the more popular tax information documents that you will be using to file your tax return, or to give your tax preparer.
March 19, 2020
New Filing Date and COVID-19 Updates
We have been keeping a close watch on COVID-19 and its impact on our tax season. Because of recent events, we want to share with you our response to what is going on.
January 14, 2020
Federal tax return due dates chart
Quick reference guide for tax year 2019 (individual income tax brackets and rates) and federal tax return due dates chart (for use in complying with common federal tax return due dates.)