Tools & Resources for Our Clients
Helpful tools, guides, and references to keep you organized and informed throughout the year.
Secure Document Upload
Share tax documents and files securely through our ShareFile encrypted client portal. Available on web, iOS, Android, and Windows.
Open Client PortalFinancial Calculators
Calculators for tax estimates, retirement planning, mortgage analysis, auto loans, payroll, and business financial metrics.
View CalculatorsRecord Retention Guide
How long to keep tax returns, financial statements, payroll records, and other important documents. A practical reference for individuals and businesses.
View GuideTax Appointment Checklist
What to bring or have ready before your tax appointment. Organized by document type so nothing gets missed.
View ChecklistSubscribe to Tax Calendar
Add federal tax deadlines directly to Outlook, Apple Calendar, or Google Calendar. Pre-loaded through 2028.
SubscribeIRS Withholding Calculator
Use the IRS Tax Withholding Estimator to determine if you need to submit a new Form W-4 to your employer.
Open ToolWhere Is My Refund?
Check the current status of your federal tax refund directly on the IRS website. Updated daily.
Check on IRS.govIRS Publications
Access the full library of IRS publications covering every aspect of federal tax law — from basic filing to complex business and estate matters.
Visit IRS.govIRS Forms
Download current and prior-year IRS forms, instructions, and schedules directly from the IRS website.
Visit IRS.govTaxpayer Rights
Every taxpayer has fundamental rights when dealing with the IRS. Understand your Taxpayer Bill of Rights before any IRS interaction.
Read on IRS.govHave a question about your taxes?
Call (330) 533-7555 or send a message. Initial consultations are always free.