New Client Resources
Practice Survey This survey provides our onboarding staff with the information needed to transfer or create your practice financial records with our firm. You will be able to save your progress and return to the form if completed in more than one setting.
Personal Entity Survey If you have a Personal Professional Corporation to receive either contact associate or partnership income, this survey provides our onboarding staff with the information needed to set up this entity.
Real Estate Holding Company Survey If you hold commercial property in an LLC, this survey provides our onboarding staff with the information needed to set up this entity.
Internal Control Survey This survey provides our staff with important information about your office procedures which impact your internal controls. We ask that all new clients complete this survey so that we may make recommendations to reduce your risk of embezzlement.
Access SmartVault Access your most current Practice Profitability Analysis &Financial Statement package. You may also upload your monthly Production/Collection & A/R Aging reports to your SmartVault Inbox..
QuickBooks Online Sign in to your Intuit account to access all software including QuickBooks Online and Intuit Link for taxes.
Track Your IRS Tax Refund On the secure IRS website, you will enter your SSN, your filing status (married, single) and the refund amount as shown on your tax return to see when you may expect your refund.
Tax Rates See the most recent income tax rates.
Tax Due Dates See the applicable due dates for business tax returns, personal tax returns, and estimated tax deposits.
Record Retention Guide A comprehensive guide for retaining your business tax records and supporting materials.
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