Client Resource Center
Helpful resources for our clients.
Tax Return Information
Our tax return preparation process, due dates, and other information to help you complete your return.
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Global Marketing Automation Strategy
IRS Annual Updates
Each year the Internal Revenue Service issues updates. Click Learn More to see those we feel are most important.
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Global Marketing Automation Strategy
Proposed Tax Provisions
These proposed tax provisions are those which we think are most important.
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Global Marketing Automation Strategy
SafeSend
Automated and secure delivery, review, and signature of federal and state income tax returns.
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Global Marketing Automation Strategy
TaxCaddy
A 1040 client collaboration platform that streamlines communication, document gathering, tax payments, and tax return delivery.
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Marketing
Global Marketing Automation Strategy