Client Resources
Would you like to pay your bill online?
Click below on the "pay now" button to be redirected to our secure PayPal payment site. You do not need a PayPal account to pay through PayPal.
Tax Refund Status Links
What is the status of my IRS refund?
What is the status of my CA refund?
2012 IRS E-File Refund Cycle Chart
Tax Organizer Links
Blank Organizer (Individual)
Blank Organizer (Business)
Commonly Used Tax Deductible Items
Financial Planning Links
The 5 Minute Financial Plan
What You Need to Know About 529 Plans
Saving For Your Child's Education
Record Keeping Guidelines
Common Sense For a Richer Life (outline from ERA Speech 10.27.10)
Auto: Buy or Lease?
Office Documents
Tax Return Request Form
Newsletters
Volume 1 - Issue 1 (11/2/2010)
Volume 1 - Issue 2 (12/21/2010)
Volume 1 - Issue 3 (2/5/2011)
Volume 1 - Issue 4 (9/29/2011)
Volume 1 - Issue 5 (12/29/2011)
