Client Login and Tax Return Instructions

Documents that will help with your tax return preparation

Click on the link to download a PDF document.

What the SECURE Act Means to Your Retirement Plan
New Tax Laws Passed at End of 2019
2020 Form W-4
What is an NTPI Fellow?
Higher Education Tax Credits
What’s Deductible?
Check Your Beneficiary Designations
Thinking About Purchasing a Vacation Home and Renting It Part-Time?
1099-NEC – A New Form for Small Businesses and Independent Contractors
Time for Your Mid-Summer Tax Checkup
Do You Have A Foreign Account?
How Complicated is the IRS?
Recently married? Here’s what to do to get ready for next year’s tax return.
How Do I Tell the IRS That I Have A New Address?
What is an IRS Enrolled Agent?
Can the IRS Require Odometer Readings with the Mileage Rate?
Running a small business? You need to make estimated tax payments based on your net income.
Ways to Pay the IRS
Typical Small Business Tax Deductions
What the IRS Expects from Small Businesses