Web App - Introducing our New Company App available to clients and non-clients to help everyone stay in touch with updates and education
You can use this website to check on the status of your tax return within 24 hours after the IRS has received your e-filed tax return or 4 weeks after your paper return was mailed. Please have your social security number or ITIN, filing status, and the exact amount of your refund with you.
This serves as a resource providing access to the most recent form W4
This link serves to provide direct access to the IRS Withholding Calculator for clients.
Client Info Sheet - Better for business record keeping
Document Checklist - Complete list of tax documents for an individual tax return
Access to useful information, booklets and other tools for individuals from the Internal Revenue Service.
Client Info Guide - Click here to understand more about our firm and how to maximize the services in partnering with us.
Client Guide Brochure - Click here for a condensed version of how to maximize a partnership with our firm.