Resources

DOCUMENTS

Year-end Tax Checklist

Rental Property Information

Record Retention Guide


USEFUL LINKS

Where is my refund?

IRS Website

Get an Identity Protection PIN (Must meet eligible IRS criteria) –  Get a PIN

Social Security Administration – Sign in


NOTARY PUBLIC

On-site Notary Public with the ability to witness and authenticate signatures, administer oaths, verify signatures and take affidavits.

Notary Service is free to clients; $10.00 fee charged to other individuals


SELF PREPARATION SOFTWARE

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