Tax resources and tools

Explore essential external websites and document checklist to help you stay informed and to prepare for your tax consultation appointment.

Client appointment preparation checklist

Preparing your records ahead of your consultation ensures an accurate, efficient filing experience. Key items to gather include:

Prior year tax return (essential for all new clients)
All annual income documents (W-2s, 1099s, K-1s)
Categorized business income and operational expenses
Certificate of Rent Paid (CRP) if filing for renter's credit
Records of estimated tax payments made throughout the year

Official tax websites and tools

Quick access to verified federal resources:

IRS.gov: Visit the official Internal Revenue Service portal for forms, instructions, and account transcripts.
Where is my refund: Track the real-time status of your federal income tax refund directly through official IRS tools.

Schedule your personalized tax consultation

Once you have gathered your documents and uploaded them through our secure digital drop off, book your comprehensive tax planning appointment.