Track Your Refund

Business Expense Log

If you use a car, travel away from home, entertain, or make gifts in connection with your trade or business, you must substantiate your expenses

2021 Calendar of Due Dates


2020 Tax Rate Card

Use this printable card as a handy resource to view rates for 2020.


This page contains important tax information that would most likely interest you or your organization. Some of the topics include: tax planning basics, investing, charitable giving, estate planning and much more.

2020 Year-End Payroll Information

It’s time again to prepare for year-end payroll processing. Find more information and tips from our firm.

[Download Tax Letter]

[Download Payroll Letter Attachments]

2020 Year-end QuickBooks Update


2021 QuickBooks Desktop System Requirements

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The Edge

Financial RX