Online Links & Resources
2020 Tax Appointment Documents: Please print, review and bring to your meeting.
2020 Tax Preparation Service Agreement (Choose one format):
2020 Tax Checklist & Questionnaire (Choose one format):
2020 Tax Rates & Schedules Desk Reference (Optional):
2020 Tax Resources
Investment Research and Information
Securities Investor Protection Corp
FINRA (Financial Industry Regulatory Authority) home for individual investors.
Keep up with active legislation in the House.
Keep up with active legislation in the Senate.
Tax Research and Information
Please have your social security number, filing status, and amount of your refund available.
Please have your SSN/ITIN and amount of your refund to check on your refund's status.