Client Resources

We know your time is valuable, so we've collected some resources to provide you with links and tools to helpful information. From this page, you can access our Refund Tracker to check refund status, our easy-to-use calculators, or links to other online resources. Select one of the following:

Client Center

- Individual Clients
- Business Clients
- Client Employee

(Hosted QuickBooks)

(QuickBooks Online)

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll





Our Blog

Happy New Year! Important Tax Information for 2018

Jeremy Lederer

January 18, 2018

We are truly excited for the opportunity to work with you this year. I'm writing you today to outline some important items related to the 2018 season, so it will go smoother than ever. We intend...


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Phone: 888.515.9342 • Fax: 888.432.2539