Events Calendar

Client Resources

Secure File Pro Login

Health Insurance Deduction




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

2022 Client Update forms

2022 New Client Tax Organizer

Tax Planning Engagement letter

Year End Business Letter

Business Client update form

Partner or Shareholder Information

IRS Payment Options

IRS Announces Rollover Relief

President Biden’s American Families Plan of tax and benefit changes

IRS issues information letters to Advance Child Tax Credit recipients

IRS online account makes it easy for taxpayers to view their tax info anytime

Reminder to IRA owners age 70½ or over: Qualified charitable distributions are great options for making tax-free gifts to charity