Resources

We believe that providing our clients with accurate, up-to-date information allows you to make the best, most informed decisions possible.

 

Here you can find some of our standard forms like our engagement letter, questionnaires, and worksheets, as well as other helpful resources like our new CARES Act guides. 

 

We are always updating these resources, so please check back often!

Useful Links

Check the status of your refund - IRS.gov (https://www.irs.gov/refunds)

Make a payment - IRS.gov (https://www.irs.gov/payments)

Request an installment agreement - IRS.gov ( ttps://www.irs.gov/pub/irs-pdf/f9465.pdf and/or https://www.irs.gov/forms-pubs/about-form-9465)

 

COVID-19 assistance: Check the status of your Economic Impact Payment - IRS.gov (https://www.irs.gov/coronavirus/get-my-payment)

 

About COVID-19 tax relief and the Economic Impact Payment - IRS.gov (https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments)

 

View your account - IRS.gov (https://www.irs.gov/payments/view-your-tax-account)