Client Resources

Client Portal

You can get direct access to our client portal here. Our client portal is hosted by Smartvault.  SmartVault is an online platform for securely managing and sharing files. It creates a single destination for your documents so it is easy to find the files you need when you need them, from any app and any device.

Individual Engagement Letter

This is an example of our engagement letter. Our engagement letter is a written agreement that describes the business relationship to be entered into by the firm and our client’s. We ask all of our clients to sign it. The letter details the scope of the agreement, its terms, and costs. The purpose of an engagement letter is to set expectations on both sides of the agreement. Its format is less formal than a contract and generally avoids legal jargon. The letter is intended to briefly but accurately describe services to be delivered along with terms and conditions.

Privacy Policy

A privacy policy is a document that explains how an organization handles any customer, client or employee information gathered in its operations. Privacy and data are very important in the business we are in and we take it very seriously. We review, update, and publish our privacy policy at least annually or more frequently if needed to ensure the security of our clients personal data.

Tax Year 2023 Tax Organizer

This guide can be a helpful tool when gathering your tax information. We provide it to you for your convenience, you can use it as you see fit. You can fill it out in its entirety, partially, or not at all. The worksheets cover income, deductions, and credits. It will help in the preparation of your tax return by focusing attention on your special needs.

Tax Resources

Where is my tax refund?

If your return was Efiled you should be able to use this tool to track your refund. It will usually take about a month to process but up to 3 months is not uncommon.

What are the tax refund and due dates?

January 16th – Q4 Estimated payments from the previous year
January 31st – W2s & 1099-Misc’s to be issued
March 15th – Partnerships & S corps
April 15th – Individuals, C Corps, Extensions, FinCen 114 (FBAR), and Q1 Estimated payments
June 15th – Q2 Estimated payments
September 15th – C Corps, Partnerships, and S Corps on extension & Q3 Estimated payments
October 15th – Individuals on Extension

What are the foreign currency exhange rates?

Foreign income and bank accounts must be converted to USD.  To help with that, the Federal Reserve published annual foreign exchange rates.  The table below shows the average rates of exchange for the most recent years. Averages are based on daily noon buying rates for cable transfers in New York City certified for customs purposes by the Federal Reserve Bank of New York.

Need help getting a person at the IRS on the phone?

Talking to the IRS can be very stressful and it is often difficult to get a person on the phone instead of their automated voice mail system.  This number and menu steps will help you save time.

Current Opportunities to Save

During the year is the best time to think about tax savings and tax planning, not the following April. Many people ask me in April how to lower their tax bill, but this is often too late to do anything. Tax savings is best done proactively. Here is a list of common opportunities which I see a lot of people miss of not fully take advantage of during the year.