Client Portal

CLIENT RESOURCES

Welcome to our Client Resources, if you are ready to send over your tax documents, click the "Upload Files" button to securely send your files.

Have you created an account yet?
If you have not create your account yet, contact us at (262) 333- 8489.

Where Is My
Tax Refund?

Federal & State Tax Refund Portal.
Check the status of your Federal & State refund by using the buttons below.

federal tax refund STATE tax refund amended tax refund

Downloadable
Forms

Click on the buttons below to download your Employee Payroll Package or your personal or business Tax Checklist.

payroll forms personal tax checklist business tax checklist

FINANCIAL SITES

CURRENT EXCHANGE RATES
This link will help you chart the dollar against any foreign currency.

MORTGAGE, BANK, LENDING, AND INTEREST RATES
This site will give you the most up-to-date information on constantly fluctuating rates.

MONEY MAGAZINE
Check stock quotes, and track the day's financial news.
MSN MONEY
A great source of information for your personal finance needs. Get access to quotes, stock research, and news.

MARKET WATCH BY DOW JONES
CBS Marketwatch provides links to financial news, stock quotes, IRA resources, stock picks and more.

DAVE RAMSEY
NY best-selling author and financial guru, Dave’s site contains great tips on beating debt and building wealth.

GOVERNMENT SITES

SOCIAL SECURITY ADMINISTRATION
Social Security Administration administers retirement, medicare, disability and other benefits.

U.S. SMALL BUSINESS ASSOCIATION
Programs and services to help you start, grow and succeed.

U.S. DEPARTMENT OF COMMERCE
U.S. Department of Commerce.

FEDERAL CITIZEN INFORMATION CENTER
A catalog of Free and low-cost federal publications that may be of interest to you. Also contains a lot of important consumer information.

STATE OF WISCONSIN
A great starting point to get any state information and links to other state websites.

TAX INFORMATION SITES

IRS
The IRS website has many great tax resources for you.

IRS W4 FORM
This form is used to determine federal income tax withholding.

WISCONSIN DEPARTMENT OF REVENUE
Find forms, tax rates, and pay your state taxes online here.

IRS W9
This form is used to obtain tax information for independent contractors you may pay

Where Is My Tax Refund?

Downloadable Forms

FINANCIAL SITES

GOVERNMENT SITES

TAX INFORMATION SITES

Where Is My
Tax Refund?

Downloadable
Forms