Helpful Sites

Client Portal

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Stay connected with your Accounting Advisor through our secure communication, task management, and file exchange hub.

Helpdesk

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Get answers to our most frequently asked questions and manage your support tickets, and stay current on the best business practices.

Where's my refund?

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Track the status of your federal income tax refund.

Important Forms

Form W-4 (pdf)

Download

Form I-9 (pdf)

Download

Form W-9 (pdf)

Download

Form 2848 (pdf)

Download

Partner Logins

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