Resources
The Tax Appointment Checklist is a great way to see what your tax professional will need from you if you have something new in your tax situation. If you are a new client, the Tax Organizer can help you put all the information together to prepare to meet with your tax professional. If you are a returning client and would like a custom, printed organizer, please contact us with your full legal name, and we will add you to our annual organizer mailing list.
Preparing For Your Appointment
Where's My Refund
Where's My Amended Return?
Maintaining Tax Records
Keeping Tax Records - What & How Long
Tax Forms
Employee Withholding Allowance (Form W-4)
Pay Tax Online
Important News
Updates on changing tax laws.
Tax News and Update - September 2019
What To Do If You Receive a Tax Notice
Protecting Yourself From Tax Scams
NATP Summary - Tax Cuts and Jobs Act 2017