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Use the following links to access forms and other important information.  Most forms are better viewed in a desktop browser.


New Client Information Form​

Request to File for an Extension

Individual Tax Planner Questionnaires

Payroll Direct Deposit Authorization


Income & Expense Tracker - 2023

Income & Expense Tracker - 2024

Payroll OnBoarding New Hire Forms - 2024

Client Resources

Secure Document Upload - NEW!

Do I Need To File A Return?

QuickBooks Online Login

MileIQ Mileage Tracker

Client Data Security

IRS Withholding Calculator

IRS Estimated Taxes - Calculations & Help

Direct Email Links - NEW!

!! Please do not email information containing sensitive data !!

Click here to securely upload documents


Need to send us a bookkeeping receipt?

Current Clients - Need to ask us a question regarding your account, your tax return, or your bookkeeping file?

All other inquiries:

Direcet Email Links
Client Resorces
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