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Tax Tools

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 How To Prepare For Tax Preparation

  •  Download are helpful Checklist or Expense Forms.
  •  Save checklist, forms and tax documents in your Secure Client Portal.
  •  As you receive or locate additional tax documents, sign in and upload them into your Secure Client Portal for processing or bring them to our office when we file your taxes.
  •  As you receive and upload your tax documents, be sure to check them off your checklist. Feel free to contact us for any questions.


 Forms & Checklist

 – Find all our Fillable forms to get you Started

 IRS Forms

 – Find all the IRS Forms

 Tax Rates

 – Review the Current Year Tax Rates

 Tax Tips

 – Find Helpful Tax Tips for Yourself or Your Business


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 Where’s My Refund?

 – Check Your Refund Status Right Now

 Where’s My Amended Refund?

 – Check Your Amended Refund Status Right Now

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