Get Off to a Good Start with These Valuable Tools

Tools & Resources

We know your time is valuable, so we’ve collected some resources to provide you with tools and links to helpful information. From this page, you can access our refund tracker to check refund status, our easy-to-use calculators, or links to other online resources, as well as our quarterly newsletter.

Select one of the following:

Client Center

(Use Your Visa, MasterCard, AmEx, or Discover Card)

(Individual and Business Tax)

(QuickBooks Clients)

(For Accounting & Tax Use Only)
Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040

How to Use Your
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Our client portals are your
secure connection to our firm.
Read our Fact Sheet >>

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