Tax Center

HAPPY TAX SEASON!! 

MY 2020 TAX PLANNER IS POSTED BELOW. 

OFFICE HOURS ARE BY APPOINTMENT ONLY.

DIGITAL "DROP OFFS" THROUGH CLIENT PORTAL ON WEBSITE 24/7. 

IN PERSON DROP OFFS AT LARGE PARCEL LOCK BOX BY DOOR:

MON-THURS, 9AM-4PM.  

REGULAR LOCKBOX BY DOOR IF YOU NEED TO STOP BY OUTSIDE OFFICE HOURS. 

For the Client Portal, go to Resources and then Client Portal.  For new client portal access, you must Request access by clicking “Register Here”.  Once I accept your Request, you will have access and may begin uploading documents by going to the File Vault and clicking the Blue Upload icon. Thanks!


 
Track Your Refund
Find out when you'll receive your federal and state refund.
Tax Due Dates
Please note the following tax due dates on your calendar, and come back often to keep up with the changes.
 
Tax Rates
Tax rates change every year. Take a look at this year's tax rates.
Tax Forms & Publications
Quickly view and print any IRS tax form or publication. Saves a trip to the post office.
 
Record Retention Guide
Use this guide to determine how long you need to keep your tax and other financial records.
State Tax Forms
Quickly print the tax forms you need from any State in the country.
 

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