Use our online appointment booking tool for the 2023 tax season.
To enhance our clients’ experience in all financial matters, we believe in equipping them with as many tools as possible. Over the year, we have gathered an impressive collection of resources that have brought ease to the sometimes-chaotic world of taxes. This section includes links to popular web destinations, tax tips, tax resources, tax thought leadership we often contribute to and referrals to other professionals in the financial-related fields.
We offer a secure online communication portal, where we safely store and exchange files with our clients.
Check Your Refund
Curious as to the status of your tax refund? Here is where you can find out for your Federal, Virginia, DC and Maryland refunds. Note that every jurisdiction has different security requirements to access.
Resources for Taxpayers
A collection of commonly relevant resources in tax planning and return preparation.
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Tax Thought Leadership
Can’t get enough tax education? See more tax-related content we have contributed to or we like to keep up with.
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Professional Referrals
For clients looking for another member to join their financial care team, we like to work with the following like-minded financial planning, estate planning and elder law and special needs and estate and elder planning firms.
View Referrals