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Married Couples
Filing Jointly, Separately? Not sure? We'll help you figure out what is best for you. 

Whether you are an Individual filing a simple return, a married couple with many deductions, or a small business, Forum Tax Planning has you covered.  View our Services page and Contact Us today to get started on your return.



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SIMPLIFY your tax return with Forum Tax planning

You can now track your refund as soon as we have filed your return.  Once filed we will give you everything you need to track your refund directly with the IRS and the State. Learn more on our Track Your Refund page!

Track Your Refund

2017 Tax Deadlines

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Trust returns can be confusing, let us bring clarity to yours.
Small Businesses
Small Business returns are extremely important in getting every deduction you deserve. Let us take care of yours.
Individuals in all situations, we've got you covered.

We want to make your life easier, and let's face it, gathering tax-documents is no fun task.  We have compiled a list of needed documents to simplify your search, and you can either mail them to us, drop them off in person, or submit them electronically to us HERE