Tax Center

The following links and documentation should assist you with any questions that you may have concerning your income taxes.  However, please do not hesitate to contact us with any inquiries you may have.

Individual Client Tax Organizer - Click here to download our organizer and complete prior to your appointment.

Business Client Tax Organizer - Click here to download our business organizer and complete prior to your appointment.

Refund Status - Your tax refund has been filed, but you want to check the status?  Please click here to do so.

Withholding Tax Calculator - This calculator is a great tool to use to assist you in determining whether you need to give your employer a new Form W-4, Employee's Withholding Allowance Certificate, to avoid having too much or too little Federal income tax withheld from your pay. You can use your results from the calculator to help fill out the form.