Online Links & Resources
2021 Tax Appointment Information / Documents: Please print, review and bring to your meeting.
If you received either the 3rd Covid-19 Economic Impact Payment (EIP) in late winter of 2021 and/or the advanced Child Tax Credit (CTC) starting in August, 2021, please bring a copy of the IRS Notice 1444-C and/or Letter 6419 you received from the IRS indicating proof of payment. Both are reconciled on your 2021 return and require exact figures. Incorrect figures will result in a mismatch with the IRS and will result in a delay of processing your return.
2021 Tax Preparation Service Agreement (Choose one format):
2021 Tax Checklist & Questionnaire (Choose one format):
2021 Itemized Deduction (Schedule A) Checklist (Optional):
2021 Business Income (Schedule C,E, F) Checklist (Optional):
2021 Tax Rates & Schedules Desk Reference (Optional):
2021 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 Senate.
Keep up with active legislation in the House.
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.