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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. 

Email signed letter to

Client Information Update Form

This form is used by the Firm to update your contact information


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

  • Filing Status

  • Exact Refund Amount



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The Business Page

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.

irs direct pay

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