2020 Tax Organizer
-Our Clients may use this organizer to better organize their tax situation to us. Please include along with this tax organizer W-2s, 1099-Rs, 1099-INTs, 1099-Divs, 1099-Bs, RRB-1099s, 1099-Gs, 1098-Ts, 1098 Mortgage Interest Statements, Proof of Paid Real Estate Tax Information if not on the 1098 Mortgage Interest Statements, Proof of Paid Personal Property Taxes, 1099-SAs, 5498s, Proof of Charitable Donations, Closing Statements if you sold real estate or your personal residence. If you are a new client, please include a copy of your 2019 Tax Return. Please upload all documents to the Dropbox Upload Link on this page.
IRS Power of Attorney
-Please only sign page 2 at the top. Taxpayers and spouses should each sign their own POA. Please use the Dropbox Upload Link to securely send us your POA. If you can't scan, you may fax to 1-812-510-4467. No cover page is necessary.
Where's My IRS Refund?
You can use this website to check on the status of your tax return within 24 hours after the IRS has received your e-filed tax return, or 4 weeks after your paper return was mailed. Please have your social security number or ITIN, filing status, and the exact amount of your refund with you.
IRS Tax Information for Individuals
Access to useful information, booklets and other tools for individuals from the Internal Revenue Service.
U.S. Small Business Administration
An electronic gateway of procurement information for and about small businesses.
U.S. White House
Official White House site presents issue positions, news, Cabinet, appointments, offices and major speeches. Includes biography, video tour and photo essays.
U.S. House of Representatives
Find your local representative, view the directory of representatives, see current bill proceedings, and more.
View the legislative schedule, see legislation and reports, contact your senator, and more.
U.S. Department of Commerce
Find information about bureaus and offices, get nets, see key economic indicators, and frequently asked questions.
Affordable Care Act
Enroll for coverage, see health coverage choices and ways to save, and get answers.