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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.

Client Upload Portal

Are you ready to send over your tax documents? Click the button below to securely send your files.

UPLOAD FILES

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 RETURN

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 FORM

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

 

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