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Learn About Our Services
Bulletin Board
Important information on various topics
 
Newsletter
Our regularly updated newsletter provides timely articles to help you achieve your financial goals.
 
Track Your Refund
Find out when you'll receive your federal and state refund.
 
IRS Payroll Tax Withholding Calculator
Determine your federal payroll tax withholdings with this calculator from the IRS.
Due Dates, Forms and Tax Rates
Information on Due Dates, Forms and Publications, and Tax Rates
 
Our Secure Client Portal
Our Private, Secure Online Client Portal
 
Sending Us A File
Use our Secure Email to send us your files and documents.
The Affordable Care Act
Information on the Affordable Care Act and You
 
Financial Guides & Calculators
Strategies for all areas of your financial life
 
Filling Out Electronic Forms and Letters
For help filling in the electronic forms and letters, please click here for instructions.
Record Retention Guide
Use this guide to determine how long you need to keep your tax and other financial records.
 
Consent to Disclose Tax Information
Consent form authorizing us to release your tax returns to a third party.
Frequently Asked Questions
Over 500 every day financial questions answered.
 
Internet Links
We've made finding what you're looking for a little easier by selecting a few of our favorite sites.