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Resource Center

Documents that represent our legal and organizational information we share with our clients each tax year. We prepare customized Engagement Letters:

  • 1040

  • 1041

  • 1065

  • 1120/1120S

We also provide individualized Tax Organizers.


Tax Prep...

Client Docs


Valuable calculators:

  • Mortgages

  • Savings

  • Investments

  • Retirement

Great Planning


Client Docs


General tax info for individuals

and businesses:

  • Tax Deductions

  • Tax Refunds

  • SBA

  • Tax Credits

  • Identity Theft

  • Tax Forms

  • BBB

  • Business Entities

  • IRS Notices

Helpful Tax



A directory to all our website functions, links, tools, client documentation, contact options and remote support capability.

How Can

We Help?


Federal law requires you to maintain copies of your tax returns and supporting documents for 3 years.


This is called the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time.

How Long is

Long Enough?

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