In addition to providing you with a profile of our firm & the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients & visitors.
Client Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients & allows you to enter your information right on the screen. You can then print the completed tax organizer & fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information & carryover data.
Online Resources
Money Magazine
Money Magazine offers an online edition that is a great resource for financial information.
Wall Street Journal
Complete financial news service offers personalized news & market quotes. Plus, links to Barron's Online & Smart Money Interactive.
Bloomberg
Financial news service.
Bigcharts
Financial market & chart service.
U.S. Small Business Administration
Small business programs and services to help you start, grow, & succeed.
Code of Federal Regulations
This source provides access to federal regulations.
Employee Benefits Security Administration
Official site of the Employee Benefits Security Administration.
Real Clear Politics
Internet link to news resources of all types.
The Internal Revenue Service
Home of the IRS on the Web. The IRS has definitely done a nice job on their website.
Windows on State Government for Texas
Official Tax Site for the State of Texas.
Money Magazine offers an online edition that is a great resource for financial information.
Wall Street Journal
Complete financial news service offers personalized news & market quotes. Plus, links to Barron's Online & Smart Money Interactive.
Bloomberg
Financial news service.
Bigcharts
Financial market & chart service.
U.S. Small Business Administration
Small business programs and services to help you start, grow, & succeed.
Code of Federal Regulations
This source provides access to federal regulations.
Employee Benefits Security Administration
Official site of the Employee Benefits Security Administration.
Real Clear Politics
Internet link to news resources of all types.
The Internal Revenue Service
Home of the IRS on the Web. The IRS has definitely done a nice job on their website.
Windows on State Government for Texas
Official Tax Site for the State of Texas.