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Personal Tax Info

Listed below are some guides to help answer questions you may have and assist you in completing your tax organizer.  Take a look at our "Newsletters" and "Planning Tools" for even more help.  Feel free to contact us for further information and assistance. 

  

 

Capital Gains & Losses

Casualty & Theft Tax Deductions

Charitable Donations

Deductible_Donations.pdf

Electronic Tax Payments

Job_Search_Expenses.pdf

Medical Expenses

Personal Record Retention Guide

Non Cash Donation Value Guide