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 Portal Login


Client Portal – User Instructions

Check Your IRS Refund Status


Banking Setup Instructions


QuickBooks Online – Give Accountant’s Access


Client Consent for Disclosure of Information to a Third Party

For clients who ask us to share information with third parties, we have prepared the following release form.

Please read and complete this form carefully. We will follow your instructions and limitations strictly (e.g information will not be released that is not identified on the form, or is requested after the expiration date of the form).


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