Withholding Calculator

The IRS encourages everyone to use the Withholding Calculator to perform a quick “paycheck checkup”.  This is even more important this year because of recent changes to the tax law for 2018.

The Calculator helps you identify your tax withholding to make sure you have the right amount of tax withheld from your paycheck at work.

Where’s My Refund?

What You Will Need:

  • Social security number or ITIN

  • Your filing status

  • Your exact refund amount

View My Account

If you're an individual taxpayer, you can use this tool to view:

  • Your payoff amount, updated for the current calendar day

  • The balance for each tax year for which you owe

  • Up to 24 months of your payment history

  • Key information from your current tax year return as originally filed.



Client Engagement Agreement

Please fill out and sign the Client Engagement Agreement. Your tax returns can NOT be completed without this agreement. This document is mandatory.

2018-Year-End Tax Planning for Individuals

Year-end 2018 sees the end of the first year of the Tax Cuts and Jobs Act (TCJA), the most significant tax legislation in the Unites States in more than 30 years. While one of the claimed benefits of tax reform was the simplification of filing and the lowering of income tax rates, there are still many steps that individuals can take that can lower their tax bills. Planning during the final weeks and months of this year involves much more –both in terms of traditional year-end strategies and strategies developed in response to developments that have taken place since last year.

Individual Tax Return Check List

Please use this checklist to gather your tax preparation documents. Please do NOT email any documents. You may upload documents into the Client Portal.