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:

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.

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.

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

• BusinessWeek online — Coverage on the latest events in the business world
• Forbes — International business news
• SmallBusiness.com — Guidance on business decisions for the small business

Financial/Investment Resources

• Barron’s — Stock market reports and information
• Money Magazine — Online articles regarding investment strategies
• New York Stock Exchange — Get the latest statistics from the nation’s dominant marketplace
• Wall Street Journal — Top financial and related news

Government Sites

• Federal Department of Labor — Resource for the current labor laws and workers rights
• Internal Revenue Service — An online resource to find the latest in tax law
• Securities and Exchange Commission — The site for the overseeing body of the securities world
• Small Business Administration — Business resource available for small business research
• U.S. Treasury Department — Get the latest government-issued press releases and other national budget/economy details

Professional Organizations

• American Management Association — A service provider striving to help business professionals and their organizations grow and prosper
• Association for Talent Development — The world’s leading resource on workplace learning and performance issues
• International Customer Service Association — An organization that offers educational, professional development and networking opportunities to customer service professionals
• Society for Human Resource Management — The world’s largest association devoted to human resource management

Client Forms

Government Forms

• Form W-4
• Form W-9
• Form I-9

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

• 2019 Tax Guide
• 2018 Tax Guide
• 2017 Tax Guide
• 2016 Tax Guide
• 2015 Tax Guide

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.