Financial solutions to help guide you
in the right direction.
2017 Client Package
Comparison of Tax Cuts and Jobs Act and Prior Law
2017 Tax Cuts Act for Individuals
Hurricane Tax Relief
2017 Tax Cuts Act for Homeowners
2017 Tax Cuts Act: Educational Tax Benefits
Beware of IRS Phone Scams
IRS Direct Pay
FedEx Delivery Manager
Track Your Refund
IRS Forms & Publications
Tax preparation documents are for current clients or new clients that have retained our services for this tax season.
2017 Current Client Tax Package
2017 New Client Tax Package