Resources

Helpful guidance, every step of the way.

Explore who we help and the tools and resources that make tax time simpler.

Whom We Help

Tax expertise for every situation

Sole Proprietors

Schedule C guidance, deductions, and quarterly planning.

Small Business Owners

Entity-aware filings, payroll, and bookkeeping support.

Expatriates

US filing obligations and foreign income reporting.

Service Industry Professionals

Tip income, multi-employer W-2s, and deductions.

Civil Servants

Pension, benefit, and union dues considerations.

Homeowners & Landlords

Mortgage interest, depreciation, and Schedule E filings.

Tax Resources

Tools and references

Tax Resolution

Back taxes, audit representation, installment agreements, and offers in compromise.

Easy Advance Loans

Get access to a portion of your expected refund quickly through participating lenders.

Where's My Refund

Track your federal refund status directly with the IRS.

What Do You Need to File Taxes

A simple checklist of the documents and info to bring to your appointment.

How to File Your Taxes With Us

A step-by-step overview of our intake, preparation, review, and filing process.

Federal IRS Tax Forms

Access the latest federal tax forms and instructions.

State IRS Tax Forms

Find state-by-state department of revenue forms and resources.