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Resources

General Questions

Basic tax information about you and your family to ensure you have all you need for your appointment.

Short Organizer

To save time during your appointment, this short checklist will help you gather all of your needed documents and information. 

Affordable Care Act

Farm Expenses

A quick guide for capturing your farm and homestead expenses.

Schedule C Organizer

A quick guide for capturing your small business expenses.  

Federal Quick Links

State Quick Links

We keep your books Balanced,
You focus on your
Results.

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Contact Info

Office:  225.262.4169

Cell: 225.978.5209

Fax: 225.960.6660

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Quick Links

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