We provide password protected electronic versions of your documents to you for no additional charge. Please contact our office for more details. 

Please find our record retention schedule here.

To help you get "organized" or for additional worksheets please print from the following link: 2011 Organizer

Click the following link if you need to record stock sales: Stock Sales Worksheet

Need to have an extension filed? Please find our extension request form here Extension Request Form

W9 Link: http://www.irs.gov/pub/irs-pdf/fw9.pdf?portlet=3

W4 Link: http://www.irs.gov/pub/irs-pdf/fw4.pdf

I9 Link: http://www.cpasitesolutions.com/content/articles/i-9.pdf

Wheres My Refund?

 
Taxpayers can generally get information about their refunds 72 hours after the IRS acknowledges receipt of their e-filed returns, or three to four weeks after mailing a paper return.
 
Please have the following information from your tax return:
(1) Social Security Number or Individual Taxpayer Identification Number
(2) Filing status
(3) The exact whole dollar amount of your anticipated refund
 
If the U.S. Postal Service returns the taxpayer’s refund to the IRS, the individual may be able to use “Where’s My Refund?” to change the address the IRS has on file, online.

 

Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent: http://www.irs.gov/pub/irs-pdf/f8332.pdf

 
 
Business News/Advice
BusinessWeek online
 Coverage on the latest events in the business world
Forbes
 International business news
SmallBusiness.com
 Guidance on business decisions for the small business
 
Financial/Investment Resources
Barron's
 Stock market reports and information
CPA Client Center
 This web site contains other financial articles, links, and calculators that we felt you might find useful.
Money Magazine
 Online articles regarding investment strategies
New York Stock Exchange
 Get the latest statistics from the nation's dominant marketplace
Wall Street Journal
 Top financial and related news
 
Government Sites
Internal Revenue Service
 An online resource to find the latest in tax law
 
Online Tax Payments
Pay Federal Taxes
 PAY1040.com allows you to pay your Federal income taxes electronically.