Client Resources

Track Your Refund

If your return was e-filed, your refund should be issued between two and three weeks. However, if you filed a paper return, you should receive your refund check within six to eight weeks. You can check the status of your refund by clicking the link below.

Important Dates

January 28th

Tax season is beginning. After you have compiled your supporting documents, please call to schedule your tax appointment. If you are a new client, remember to bring your last two years of tax returns as well.

March 15th

Business tax deadline.

March 29th

Deadline to have all of your personal tax information to us in order to prepare a complete and accurate return.

April 15th

Tax return deadline is here. If you haven't submitted your information to us for tax return preparation, an extension must be filed on your behalf to avoid penalties.

September 15th

Business extension deadline.

October 15th

Tax returns are due for those who filed extensions.

How Long Should You Keep Records and Documents?

Retain Permanently:

  • Audit reports

  • Capital stock and bond records; ledgers, transfer registers, stubs showing issues, record of interest coupons

  • Cash books

  • Chart of accounts

  • Checks (cancelled for important payments, i.e., taxes, property purchases, special contracts, etc., should be filed with the underlying documentation)

  • Contracts, mortgages, notes and leases still in effect (expired - 7 years)

  • Correspondence (legal and important matters only)

  • Deeds, mortgages and bills of sale

  • Depreciation schedules

  • Financial statements (year-end, other optional)

  • General/private ledgers, year-end trial balances

  • Insurance records, current accident reports, claims and policies, etc.

  • Journals

  • Minute books of directors, stockholders, bylaws and charter

  • Patents and related papers

  • Property appraisals by outside appraisers

  • Property records, including costs, depreciation reserves, year-end trial balances, depreciation schedules, blueprints and plans

  • Retirement and pension records

  • Tax returns and worksheets, revenue agents reports, and other documents relating to determination of income tax liability

  • Trademark registrations and copyrights

  • Training manuals

  • Union agreements

Retain for Seven Years:

  • Accident reports/claims (settled)

  • Accounts payable ledgers and schedules

  • Accounts receivable ledgers and schedules

  • Checks (cancelled)

  • Expense analysis/expense distribution schedules

  • Garnishments

  • Inventories of products, materials and supplies

  • Invoices (to customers and/or from vendors)

  • Notes receivable ledgers and schedules

  • Payroll records and summaries

  • Personnel files (terminated)

  • Plant cost ledgers

  • Purchase orders (purchasing department copy)

  • Sales records

  • Scrap and salvage records (inventories, sales, etc.)

  • Stock and bond certificates (cancelled)

  • Subsidiary ledgers

  • Time books/cards

  • Voucher registers and schedules

  • Vouchers for payment to vendors, employees, etc. (including allowances and reimbursement of employees, officers, etc. for travel and entertainment)

  • Withholding tax statements

Retain for Three Years:

  • Bank statements

  • Employee applications

  • Insurance policies (expired)

  • Internal audit reports (longer periods may be desired)

  • Internal reports (miscellaneous)

  • Petty cash vouchers

  • Physical inventory tags

  • Sales commission reports

Retain for Two Years:

  • Bank reconciliations

  • Correspondence (general)

  • Correspondence (routine) with customers and/or vendors

  • Duplicate deposit slips

Retain for One Year:

  • Magnetic tape and tab cards

  • Purchase orders (except purchasing department copy)

  • Receiving sheets

  • Requisitions

  • Stenographers' notebook

  • Stockroom withdrawal forms