Valuable resources for our valuable clients.

Resources

The Tax Appointment Checklist is a great way to see what your tax professional will need from you if you have something new in your tax situation. If you are a new client, the Tax Organizer can help you put all the information together to prepare to meet with your tax professional. If you are a returning client and would like a custom, printed organizer, please contact us with your full legal name, and we will add you to our annual organizer mailing list.

"Grocery bags are for groceries ~ not receipts!"

- a pearl of wisdom from the Queen of Queries

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"Closets are for clothes ~ not people!"

- a shiny gem from the Queen of Queries

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"Royal to our customers ~ without the marble walls."

- a plucking from the tiara of the Queen of Queries

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"Let everybody eat cake!"

- an edict from the Queen of Queries

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"Accuracy is close to godliness"

- a crumb from the Queen of Queries

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"Hopefully everyone gets to feel like queen/king for a day ~ your choice ~ either or both"

- a nugget from the Queen of Queries

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