We know your time is valuable, so we've collected some resources to provide you with links and tools to helpful information. From this page, you can access our refund tracker to check refund status, our easy-to-use calculators, and links to other online resources. Select one of the following:
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
This is an administrative position providing support to all team members of the firm. This position encompasses a wide range of activities with involvement in all phases of administration...
Learn MoreThe individual for this position must be detail oriented and have high acumen for accounting and customer service. This position plays an integral role in the firm by ensuring the client’s financial records, accounting...
Learn MoreThe combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
Client Portal AccountNetClient CS
Client CommunicationsLiscio
BOSS™ Accounts Payable DocumentsBill.com
Online AccountingQuickBooks Online
Video ConferencingZoom
