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

Memberships

 
 

 

 

Our Blog

Welcome, Kent Welsh!

Jeremy Lederer

February 8, 2017

Dear Client,

I am pleased to announce the addition of Kent Welsh, CPA, CFP to the team at CPA Solutions. His role will be Tax Manager for our Avon and Glenwood Springs offices. In the...

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Phone: 888.515.9342 • Fax: 888.432.2539
Email: office@cpaso.com