Tax Tools

T A X T O O L S

Below are resources to assist you with some of the many services we offer. You can find your refund, access IRS forms, and easily organize your taxes. We have also provided the resources necessary to better organize the structure of your business.

Where's my refund?

Click the button below to track your IRS refund.

Track Refund

IRS Forms & Publications

Download forms or publications offered by the IRS

Forms & Publications

Our Tax Organizer

Download our helpful and easy to use tax organizer

Tax Organizer

Account Status

Check your Account Status

Account Status

Record Retention

Click below to find out how long you should keep your records

RECORD RETENTION GUIDE

Saving vs. Spending

Need help figuring out where all your money goes? Here's a tool to calculate your spending.

spending/saving calculator

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PRIVACY POLICY
CPAs, like all providers of personal financial services are required by law to inform their clients of their policies regarding the privacy of client information. CPAs are bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we are committed to protecting your right to privacy.

NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

PARTIES TO WHOM WE DISCLOSE INFORMATION
We do not disclose any nonpublic information obtained from current and former clients in the course of our practice except as required or permitted by law. Permitted disclosures include providing information to our employees and in limited situations to unrelated third parties who assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENT'S INFORMATION
We retain the records relating to professional services that we provide so that we are better able to assist you with your professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.