Financial solutions to help guide you
in the right direction.
2019 Client Tax Package
2018 Client Tax Package
CARES Act Tax Relief
Coronavirus Tax Relief: Extensions of Time to File...
Already E-Filed? Guidance on Extended Payment Date...
Major Overhaul on New 2020 Form W-4
Comparison of Tax Cuts and Jobs Act and Prior Law
New Tax Cuts Act for Individuals
Tax Cuts Act for Homeowners
Tax Cuts Act: Educational Tax Benefits
Beware of IRS Phone Scams
FedEx Delivery Manager
IRS Direct Pay
Track Your Refund
IRS Forms & Publications
Tax preparation documents are for current clients or new clients that have retained our services.
2018 Current Client Tax Package
2018 New Client Tax Package