Client Resources

 
 

QUICKBOOKS ONLINE

QUICKBOOKS ONLINE

ZOOM - VIDEO MEETING

ZOOM - VIDEO MEETING

SMART VAULT - CLIENT FILES

SMART VAULT - CLIENT FILES

Payroll Employer Login

Payroll Employer Login

Payroll Employee Login

Payroll Employee Login

 
 

 

Client Forms

Government Forms

Form W-4 - Employee’s Withholding Allowance Certificate

Form I-9 - Employment Eligibility Verification

Form W-9 - Request for Taxpayer Identification Number and Certification

Employee Insurance Coverage Notices

  • Form 1 - For employers who offer a health plan to some or all employees.

Refund Tracker


Tracking your tax refund is easy if you have the right tool.

Use our refund tracker to quickly check the status of your refund.

Open refund tracking site:

Open refund tracking site:

 

 

Unique Tools to Help Plan Your Future

We’ve compiled a few financial calculators to help you successfully plan for your future. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future. 


Mortgage Calculator

Use this calculator to generate an estimated amortization schedule for your current mortgage. The values for your monthly payment and your interest will update automatically as you enter your information.

Loan Amount ($):
Term (Years):
Interest Rate (%):

Results:

Monthly Payment:
Total Interest:
Average Monthly Interest:

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.


Interest Calculator

To calculate your expected monthly payment on a loan, enter the number of payments, interest rate (%), and principal, then click the "Compute" button to calculate.

# of
Payments
Interest
Rate
Principal
Monthly
Payment

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.


Savings Calculator

Build up your savings by putting away a small amount each month.

Total invested each month:
Number of months/years to save:
Interest rate on savings:   %

Total :

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.