Tax-Intelligent Planning
Tax Season Video
Creating a Portal Account
New Portal App
Portal Policy
E-file Signing via Docusign
Important Due Dates
Directions to the Office
What information should I gather for my tax returns
Reporting Foreign Assets
Records Retention Guidelines
Form W-4 Employee's Withholding Certificate
Identity Theft Information
Form 14039 Identity Theft Affidavit
Please view below for our Tax Season 2022 video:
Jim's video - Tax Season 2022 Important information
Also, see below for pdf files containing information on:
From the IRS - Third Stimulus Payment
From the IRS - Advanced Child Tax Credits
