Client Resources

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, or links to other online resources. Select one of the following:

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks Online)

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll

Memberships

AICPA

 

Our Blog

Record Retention: Post Tax-Season Cleanup

June 1, 2017

Cleaning out your desk after filing 2016 taxes and wondering if you should hold on to your sales receipts, income tax returns, credit card statements, medical bills etc.? There are various rules...

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Phone: 717.812.1040 
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