Events Calendar

Client Resources

Secure File Pro Login

W4

VA-4

I-9

Mileage Log (Printout)

Mileage Log App

Direct Deposit Form

W-9 Form

1099 Engagement Letter

1040 Engagement Letter

1120S Engagement Letter

1120 Engagement Letter

1065 Engagement Letter

990 Engagement Letter

1041 Engagement Letter

2019 New Client Tax Organizer

Tax Planning Engagement letter

Business Client update form

Client update form

IRS Payment Options

IRS Announces Rollover Relief

Seniors and retirees are not required to take money out of their IRAs and workplace retirement plans this year Click here for more information 

New law provides relief for eligible taxpayers who need funds from IRAs and other retirement plans

Unemployment compensation is taxable