Resources

documents

Individual Tax Organizer

This is an organizer that is meant to assist you in gathering your information so we can prepare your returns accurately and cost effectively.

Web Resources

Berkheimer Tax Administrator – https://hab-inc.com
Donation Value Guide – https://satruck.org
Internal Revenue Service – https://irs.gov
PA Department of Revenue – https://revenue.pa.gov
Saving for College – https://savingforcollege.com
Social Security Administration – https://ssa.gov

Affiliations

American Institute of Certified Public Accountants – https://aicpa.org
Pennsylvania Institute of Certified Public Accountants – https://picpa.org

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