Tools
 

Forms

When we prepare your taxes, we like to keep your information very organized. To do this we have several forms we utilized, not only so we have all your deductions in one place, but also to help you know what the most common types of expenses are. The first section of forms below are the most common ones we use. The second section is from the IRS website and is...

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Upload Files

Many email providers limit the size of what you can send. With our file upload system you can send us these large files directly to our DropBox account without the multiple "Did you get my email" calls. Simply attach your files and...

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Refund Tracker

Many People are under the impression that just because we prepared the tax return we are able to track the status of its progression through the Government's Tax system. Similar to the way we are able to go online and track the progression of packages. Unfortunately, once your return leaves our office we no longer have any access to it and it is solely in the hands of the government. The best they can offer is as estimate of when they think your return will be processed and your refund...

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Online Appointment Scheduling

While we still love hearing from you to set your appointment, many people like the option for scheduling their appointment themselves.  We have implemented a new tool which not only allows users to set there own appointment, but also change it as unforeseen needs arise.  This tool also sends out a reminder email text 24 hours before the scheduled appointment ...

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