Client Center

Our goal is to make our clients' lives as easy as possible and we understand the importance of convenience in today's busy society. Therefore, we have made available a few features that should facilitate a very effective and efficient experience.

File Share

Whether at home, the office or anywhere else, our clients have immediate access to important files via the Web, 24 hours a day, 7 days a week in the secure and private environment of File Share, our online document sharing application. Storing and retrieving confidential information has never been more convenient or secure.

Track My Refund

If you would like to know when you will be receiving your federal or state tax refund, please choose the applicable state or federal link below and enter the requested information on their webpages.

Client Tax Organizer

We have included a client tax organizer that you can download and complete prior to your tax appoinment with one of our CPAs. This organizer is a useful tool for organizing your personal information and reminding you what type of information will be necessary in order to complete your return.