Resources

Access helpful financial tools, links, and trusted information all in one place.

  • Person working at a cluttered desk with papers, a laptop, a calculator, and a pen.

    Useful Links

    Access direct links to the websites of federal and state tax agencies, accounting professional societies, and research resources.

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  • Three calculators stacked on a white surface.

    Financial Calculators

    Access calculators for mortgages, loans, retirement, savings, business planning, and taxes to help you plan and make informed financial decisions.

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  • Track Your Refund

    Check the status of your federal or state tax refund and find out when you can expect your refund to arrive.

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  • Person in a business suit reading a newspaper titled 'Business News' with the headline 'Fast News'.

    Client Newsletter

    Stay informed with a monthly newsletter featuring the latest tax updates, financial planning insights, business and accounting news, technology trends, and practical tips to help you plan confidently for the year ahead.

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  • A hand holding a digital pen pointing at a word cloud featuring terms related to accounting and finance, with the prominent word 'Accounting' in the center.

    Financial Terms Glossary

    Look up definitions for common tax, accounting, and financial terms, from 1099s and AGI to balance sheets, depreciation, and more.

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  • A calendar page with the date 15 circled in red and the words 'TAX DAY' written in red ink.

    Federal Tax Calendar

    Stay on top of important IRS deadlines. View key filing and payment due dates for individuals and businesses, including estimated taxes, 1099s, partnership and S corporation returns, and more.

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