Our safe online portal for clients. Use this space to upload and download financial documents including tax returns.

All new tax clients must complete this secure form prior to tax preparation. The form can easily be submitted online with one click.

All returning tax clients should complete this secure form on an annual basis to ensure critical information has been updated.

Check the status of your income tax refund. Please allow 36 hours after filing for your information to appear.

This is a power of attorney form. Use this document to authorize me to represent you before the IRS.

This is a detailed help list for a variety of tax issues. It includes both online resources and contact information such as phone numbers.

This form is for payroll clients. Each of your new employees should submit this form alongside their W-4, I-9, and photo ID.

This is a basic tax worksheet for sole proprietors and single member LLCs. It will help you calculate expenses, mileage, and more.

This is a list of annual deadlines for your convenience. We suggest printing this list or adding the dates to your personal calendar.