Resources

Tax resources, organized around your return.

Use official tax links, planning tools, and optional worksheets. Client details and sensitive documents stay in the secure portal.

Your Next Step

Start where you are.

New clients begin intake. Returning clients can resume an unfinished intake or open their portal.

Client Access

Secure Client Portal

Upload actual documents, review requests, and continue your return in one secure place.

Upload Documents

IRS

Track Your Refund

Check federal refund status directly with the IRS.

Open IRS refund tool

IRS

IRS Forms and Publications

Find official forms, instructions, and publications.

Search IRS forms

Calendar

Tax Due Dates

Review filing and payment deadlines from IRS resources.

View tax calendar

Records

Record Retention Guide

Understand how long to keep tax and business records.

View IRS guidance

States

State Tax Forms

Use the state selector to identify your filing state.

Choose a state

Planning

Financial Calculators

Use on-page tools for reserve, savings, and loan planning.

Open calculators

Payments

Pay Invoice

Use the client portal to review secure payment options when an invoice is ready.

Open payment portal

Preparation Worksheets

Organize only the records that apply to you.

Names, filing status, dependents, and life changes belong in Profile & Intake. These optional worksheets organize supporting records before upload.

Document readiness

Personal Tax Return ChecklistMark personal tax documents ready, waiting, or not needed. Business Tax Return ChecklistTrack business records before sending files through the portal.

Deductions and expenses

Charitable Contributions WorksheetCash gifts, noncash donations, mileage, receipts, and organization details. Medical Expense Deductions WorksheetMedical, dental, insurance, prescriptions, mileage, and unreimbursed costs. Office in Home Expenses WorksheetHome office square footage, utilities, rent or mortgage, repairs, and business use. Vehicle Expenses WorksheetBusiness mileage, total mileage, fuel, repairs, insurance, lease, and ownership costs.

Income and property

Business Revenue and Expenses WorksheetIncome, cost of goods, operating expenses, mileage, and owner notes. Rental Property WorksheetRental income, repairs, mortgage interest, taxes, utilities, mileage, and depreciation notes.