Resources

Here you will find information to help prepare for tax filing, budgeting, business organization and many other things. We are strong believers of educating and providing our clients with useful information to build a successful life. 

How to get prior tax year transcripts.

IRS, 01.01.2023

In the event that you do not have your prior year's tax return, you can obtain a copy from the IRS by obtaining and completing form 4506 and mailing it to the IRS center where the return was filed. You may also request transcripts online or by phone.  Click the following link to request transcripts online.

Do you need to upload documents?

LFG, Client Portal 01.01.2032

Use the link to upload documents without signing into your client portal. Your documents will be put into your personal portal by our office staff. Once documents are uploaded, reviewed and moved into your account, an email will be sent confirming the documents have been received.

Do you have all your documents to file?

LFG, 01.01.2023

Review the tax preparation checklist to ensure you indeed have all required documents to have a smooth successful tax filing process. The checklist will list the most common situations and documents. Please reach out if there are any questions that are not addressed on the checklist. 

Where's your refund?

IRS, 01.01.2023

Not knowing when to expect your tax refund can be daunting. Visit the IRS website linked below to check the status of your refund. You must have the correct filing status, amount of refund and the SSN of the primary taxpayer.