Client Resources
Tax Resources
2019 Individual Taxpayer Organizer (pdf)
2019 Individual Taxpayer Organizer – Rental Property (pdf)
2019 Individual Taxpayer Organizer – Sole Proprietorship (pdf)
2019 Partnership Tax Organizer (pdf)
2019 S-Corporation Tax Organizer (pdf)
Small Business Resources
US Small Business Administration
Small Business Development Centers
SCORE (Service Corps of Retired Executives)
Financial Resources for Individuals
360 Degrees of Financial Literacy
Financial Calculators for Mortgages, College, Social Security, Retirement, and Dozens More
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1900 Jay Ell Drive
Richardson, TX 75081
(972) 821-1991
Mon-Fri 8:00am - 5:00pm
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