Resources

Track your refund, check tax due dates or tax rates, quickly print any IRS tax form or publication, or simply estimate your taxes for the year.

2018 Tax Reform Information

Government Links

IRS

Social Security

Tax Forms

Federal

State

HOW WILL THE NEW TAX REFORM AFFECT YOU?

 

By now, most people are aware that there is major tax reform beginning early this year that will impact most American individuals and/or businesses. Please click on the link(s) below for detailed information regarding these important new tax changes.

Record Retention Guide

Storing tax records: How long is long enough?

 

Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time. However, if the IRS believes you have underreported your income (by 25 percent or more), or believes there may be indication of fraud, it may go back six years in an audit.

 

To be safe, use the following guidelines.

Business Records

Personal Records

Track Your Refund

When will you receive your refund?

 

The answer depends on how you filed your return. The IRS should issue your refund check within six to eight weeks of filing a paper return. If you chose to receive your refund through direct deposit, you should receive it within a week. If you use e-file, your refund should be issued between two and three weeks. You can check on the status of your refund by clicking on the links below.

Tax Organizer

A tax organizer can help facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.

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Track your refund, check tax due dates or tax rates, quickly print any IRS tax form or publication, or simply estimate your taxes for the year.

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