Client Resources

2023 Client Tax Organizer

A tax organizer can facilitate the process of pulling together your tax information. To help you get organized for the 2023 tax season you can download the following forms (links below) or current clients can take advantage of our Personalized Online Organizer. This organizer is designed to include prior year information and carryover data.

In order for you to access the Personalized Online Organizer that contains your personal information, you will need to obtain your User ID & Password from our office. Please call us at 978-534-1999 and our administrative staff will then verify your identity and ask for your email address. Once our office has emailed you your login, please click here to access your Personalized Online Organizer

Events Calendar
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.

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.

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