Giving you the tools of success
documents & resources
Client Engagement Letter
This letter confirms the understanding of the terms and objectives of our engagement and the nature and limitations of the services we will provide.
Client Information Update Form
This form is used by the Firm to update your contact information
YEAR END LETTER
This letter contains updates on what happened in the Firm last year as well as important things to know for the upcoming tax season.
get irs refund status
You can get up-to-date refund information using this application provided by the Internal Revenue Service. The Where's My Refund? application is typically updated once every 24 hour period, usually overnight. The following guidelines for checking your refund status are provided by the IRS:
1. When to check your status
Within 24 hours after you have received your e-filed tax return
4 weeks after you mail your paper return
2. What you will need
Social Security Number
Exact Refund Amount
FOR OUR NEWSLETTER!
The IRS Direct Pay system is a secure service to pay your individual tax bill or estimated tax payment directly from your account at no cost to you. Your bank account information will not be saved by the IRS and you will receive instant confirmation once your payment has been submitted. You will need a valid Social Security or Individual Taxpayer Identification Number to use the application.