Client resources
Client Resources, Forms and Secure Document Submission
Everything you need to prepare for an appointment: checklists, forms, the secure client portal and a few official tools we point clients to often.
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Tax organizer checklist
A detailed list of the personal information, income records and expense records to bring to your tax appointment.
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Secure document submission
How to send tax and personal documents safely through our encrypted client portal.
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Client packet
What new clients receive, and how we share onboarding materials with you.
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Frequently asked questions
Answers about working with a business manager, preparing for appointments and protecting your information.
Forms
Planning to start a business? Complete the intake form and bring it to your consultation, or upload it through the secure client portal.
Business Startup Intake FormOnce a form contains personal details, please share it only through the secure client portal.
Client portal
Existing clients can log in to the portal to book appointments, view shared documents and send files securely.
Helpful official tools
Go straight to the source
These official government tools answer some of the most common questions we hear. They open on the agency’s own website.
- IRS: Where’s My Refund? Check the status of a federal refund.
- IRS Tax Withholding Estimator Review your paycheck withholding. Keep your latest pay stubs and last tax return handy.
- IRS forms and instructions Official federal forms and publications.
- Georgia Department of Revenue State tax information for individuals and businesses.
- Georgia Secretary of State, Corporations Division Business entity search and registrations.
Book a Consultation
Let’s talk about what comes next
Schedule a consultation online, or call our Atlanta office. We will listen first, then help you decide on sensible next steps.