Tax resources and guides
The tools and answers our clients ask for most — what to send us, when things are due, where your refund is, and plain explanations of the areas that go wrong most often.
Tools and answers
What clients ask for most often, in the order they usually need it.
Document checklist
Pick your situation and see exactly which documents to send — and nothing that has no bearing on your return.
Open →ToolsTax deadlines 2026–2027
Every federal date that matters, what each one actually means, and a live countdown to the next.
Open →ToolsCheck your refund status
Federal and state refund trackers in one place, with what each status message really means.
Open →AnswersFrequently asked questions
Security, pricing, foreign accounts, IRS notices and timelines — the questions we are asked most.
Open →AnswersHow filing with us works
The four steps from first call to filed return, and what happens at each one.
Open →AnswersHow we quote
Why we quote rather than publish a price list, and what is included in a fixed fee.
Open →AnswersHow we protect your data
Where your documents live, who can open them, and how long we keep them.
Open →GuidesForeign accounts & FBAR
Which accounts count toward the $10,000 threshold, and the reporting most preparers get wrong.
Open →GuidesRSUs & stock options
The zero cost basis problem, why brokers report it that way, and how double taxation is avoided.
Open →Cannot find what you need?
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