Resources
New Client Tax Intake
Start your tax preparation process by completing our secure online intake form. The intake form allows us to gather important information, identify required documents, and prepare for your consultation.
- Secure Online Intake
- Upload Tax Documents
- New & Returning Clients Welcome
- Faster Tax Preparation Process
KEEPING YOU IN THE LOOP
Stay informed about relevant topics and business insights that can contribute to your company’s growth. Check back monthly for updates and current events in the world of taxes that may impact you or your business.
To facilitate the tax filing process, taxpayers can refer to a ‘Get Ready’ page that outlines preliminary steps. New updates and essential items to consider before filing taxes next year are also included.
Where’s My Refund?
Check the status of your federal and state refund here:
Use the IRS “Where’s My Refund?” tool to track your federal tax refund. You will need your Social Security number, filing status, and the exact refund amount.
Check the status of your state tax refund
Select your state from the list below to be directed to the official state tax website where you can track your refund status.