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Client Resource Area
Find quick answers to the questions you may have with these additional resources.
Our Secure Portal
A quick guide to accessing and using our secure client portal, NetClient CS
New Client Forms
Download the forms you need to bring to your first appointment before you meet with your accountant.
Get Organized
Find a comprehensive list of the kinds of documents you may need to bring to complete your tax return.
Check Your Refund
Access links to get the status of your Federal or state tax refund payments.
Federal & State Notices
These are the best steps to take if you have received a Federal or state notice in the mail.
Request Personal Documents
Fill out the form to request copies of tax returns we have filed for you in the past.
Financial Calculators
A library of calculators to answer your financial questions.
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