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Client Resources

We know your time is valuable, so we've collected some resources to provide you with links and tools to helpful information. From this page, you can access our Refund Tracker to check refund status, our easy-to-use calculators, or links to other online resources. Select one of the following:

Client Center

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Using Your Client Organizer
How to Review My 1040
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Our Blog

How to get the most out of a virtual conference

October 15, 2020

If you plan to attend a conference soon, it will likely be a virtual event. While some may dismiss virtual conferences as just sitting in front of a computer, the fact is they can be more comfortable (sweatpants, anyone?), more rewarding and every bit as enjoyable as an in-person event. If you’re a virtual conference newbie, here are some tips to get the most from your experience:

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Phone: 740.653.9581 (Lancaster) • 614.876.6993 (Hilliard)
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