Tax Planning & Preparation Tools and Tips

Welcome to our tax planning and preparation section. You will find various tools to assist you in preparing for the upcoming tax season.

We will also answer a few common questions regarding preparation of your taxes.

This section will be constantly updated so please check back often.

Event Calendar:
The calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

Client Tax Organizer:
A tax organizer can facilitate the process of pulling together your tax information. This will ensure that the tax return is prepared accurately and efficiently.

Tax Questionnaire:
This simple to use questionnaire will enable us to work with you to pay as little in tax as possible. Print it out and bring it with you when we meet for tax preparation.
Download your tax questionnaire here. You must have adobe acrobat to open (it's free to download).

Tax Articles and Updates:
Due to the fact that the rules change constantly, we will provide you with up-to-date information that may have tax consequences.

This is just a sample of the tools you will be provided for your planning needs from Dayton Tax & Accounting CPA's.

Return frequently for updates and other tools and tips. We'll help make tax planning easy and understandable.