Client Resources

Home to all of our clients needs.

Access Our Client Portal

If you need assistance accessing your client portal, please consult the documentation below. 

Instructions
Client Portal

More Resources

IRS Website

IRS – Where’s my refund?

CT – Where’s my refund?

CT – Department of Consumer Protection – Public Charities

2024 Client Tax Organizer

How to become a tax exempt organization

Individual Tax Planning Newsletter

Private Business Tax Planning Newsletter

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