This page is constantly updated with important documents, links, IRS bulletins, articles, and other resources of benefit to you. If there is an article or other information you need but can't find here, just ask and we will be happy to help you!
Documents & Forms
Client Tax Organizer: Click the link for our tax organizer. You may fill the organizer out online and save the file to your computer, and then send to the accountant you are working with or to Marcie Schlosser by using our ShareSafe secure email program (link below).
You may also mail or fax the form to us. (Addresses and fax numbers are at the bottom of this page.)
Current clients may contact our office for a proforma tax organizer that includes prior year information and carryover data.​
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2025 Standard Mileage Rates: Click the link to go to the IRS website for past and current mileage rates. To discuss mileage rates or the best way to account for business travel, contact your CPA today!​
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2025 Auto Benefit: Click here for the auto benefit form for your tax planning and preparation purposes.
2024 Form W-4: Click here for an updated Employee's Withholding Certificate to provide your employer.
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Federal Tax Forms & IRS Publications: Click this link to go to the Forms & Publications page of the IRS website, where a search box will guide you to the exact documents you need.
Links of Interest
INBIZ: Online hub for businesses to interact with the Indiana Secretary of State, Dept of Workforce Development & Dept of Revenue information
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Delaware County (IN) Government
Madison County (IN) Government​
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Social Security Administration
Dept of Health & Human Services
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Client Access Links
