Client Resources
Useful links for organizers, financial planning and tax information. External links open in a new tab.
Tax organizers and secure documents
The former printable organizer has been retired. Current clients can sign in to the secure client portal to access organizers and document requests from our team. If you need an organizer or help accessing the portal, contact us for instructions.
New to the firm? Start with our new-client inquiry. Your request remains pending approval until our team agrees to work with you. Do not send Social Security numbers or tax documents through public website forms or ordinary email.
Financial calculators
Our former calculator directory has been replaced by these planning tools. They provide general estimates, not personalized tax or investment advice. These external sites have their own privacy practices.
- Compound interest calculator from Investor.gov
- Savings goal calculator from Investor.gov
- Social Security benefit calculators from the Social Security Administration
- Fixed-rate mortgage calculator from Freddie Mac
Federal tax (IRS)
- Where's My Refund? – check the status of your federal refund
- Make a payment – IRS Direct Pay, estimated taxes and payment plans
- Your IRS online account – balances, payment history and transcripts
- EFTPS – federal tax deposits for businesses and payroll
- IRS forms and instructions
Florida and Alachua County
- Florida Department of Revenue – sales tax and reemployment tax
- Sunbiz – Florida business filings and annual reports, due May 1
- Alachua County Tax Collector – property taxes and local business tax receipts
- Alachua County Property Appraiser – property records and homestead exemption