Client Resources

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:

Refund Tracker

Track Your Refund

Tracking your tax refund is easy if you have the right tool. Use our refund tracker to quickly check the status of your refund.

Open refund tracking site:

Calculators

Calculators

We’ve compiled a few financial calculators to help you successfully plan for your future. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future.

Mortgage Calculator

Use this calculator to generate an estimated amortization schedule for your current mortgage. The values for your monthly payment and your interest will update automatically as you enter your information.

Loan Amount ($):
Term (Years):
Interest Rate (%):

Results:

Monthly Payment:
Total Interest:
Average Monthly Interest:

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Interest Calculator

To calculate your expected monthly payment on a loan, enter the number of payments, interest rate (%), and principal, then click the “Compute” button to calculate.

# of
payments
interest
rate
principal
monthly
payment

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Savings Calculator

Build up your savings by putting away a small amount each month.

Total invested each month:
Number of months/years to save:
Interest rate on savings:   %

Total :

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Helpful Links

Information changes rapidly, which is why we try to keep our clients updated via timely articles, FAQs, and links to helpful resources. Please select from any of the links provided below. We hope you find this information helpful.

Business News/Advice

Financial/Investment Resources

Government Sites

Professional Organizations

Client Forms

Client Forms

Government Forms
Employee Insurance Coverage Notices
  • Form 1 – For employers who offer a health plan to some or all employees.
  • Form 2 – For employers who do not offer a health plan.
Tax Guides

Record Retention Schedule

Record Retention Schedule

Federal income tax returns can be audited for up to three years after filing, six years if substantial under-reported income is involved, and the audit period is unlimited in the event of fraud. All Records substantiating tax deductions should be kept as your situation dictates. If an income tax or employment tax return is not filed, all records must be kept indefinitely until the returns are filed. Once the returns are filed the retention period would apply.Laws frequently change for record retention requirements; this guide is for general purposes only and should not be used as a final source. How long you should keep your records is partly a matter of judgment and a combination of Federal and State Statutes of Limitations currently in effect; please contact our office if you have any questions or uncertainties.

Records Retention Period
Audit Reports Permanent
Bank Deposit Records 7 years
Bank Statements 7 years

Canceled Checks:

  • Asset Purchases
  • Taxes & Contracts
  • All Others

Varies as follows:

  • Disposition + 7 years
  • Permanent
  • 7 years
Contracts & Agreements Permanent
Corporate Charter By-Laws Permanent
Corporate Stock Records Permanent
Depreciation Schedule Life of Business + 7 years
Employment Records Termination + 7 years
Employment Tax Returns 7 years
Entertainment Records 7 years
Expense Reports 7 years
Financial Statements Permanent
General Ledgers Life of Business + 7 years
Home Improvement Records Permanent
Income Tax Returns Permanent
Inventory Records 7 years
Minutes of Meeting + 7 years
Pension Records Permanent
Real Estate Records Disposition + 7 years
Sales Invoices 7 years
Tax & Legal Communications Permanent
Time Cards & Time Sheets 7 years


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