Client Resources

	Tax Notebook Tax Notebook is our online tool to allow clients to enter their current tax year information electronically. Please call the office to obtain the username and password for security purposes.
	Client Portal ShareFile Provides online storage for our individual and business client's use. Allows password-protected area / collaboration space in order to exchange business files and sensitive financial data. It also allows access to prior year tax returns, other tax and financial data prepared by our firm.

Financial Resources

IRS Website
The US government agency responsible for tax collection and tax law enforcement.

IRS Forms & Publications
IRS income tax forms, instructions, and agency publications.

IRS Small Business and Self Employed Tax Center
Gives you the information you need to stay tax compliant so your business can thrive.

IRS – Where's My Refund?
Provides information about your refund 72 hours after IRS acknowledges receipt of your e-filed return, or three to four weeks after mailing a paper return.

Colorado Department of Revenue
State tax information and assistance including forms, current tax rates, statutes, sales tax licensing, and related statistics and reports.

Colorado – Where's My Refund?
Convenient and secure way to interact with the Department of Revenue.

Colorado Secretary of State
Information on business entities and choices available

Larimer County Website
Includes county information, maps, photos, trivia and weather, with calendar of events, services, news, policies, list of elected officials and public records.

City of Fort Collins Website
The Official Web Site of the City of Fort Collins, Colorado USA

The AXA Group
In the financial markets, AXA is positioned as a global leader in Financial Protection.

Financial News
The world's largest business website, CNNMoney is the online home of FORTUNE and MONEY magazines, and serves as CNN's exclusive business site.

QuickBooks Technical Support
Find your own answers when you search the Intuit Support Site. Always Free, Always Available.

Need a Referral?

If you need to talk to someone about refinancing your mortgage, establishing an estate plan or trust, or simply reviewing your current insurance coverage, please contact us for a referral to a trusted professional advisor.  Picking someone out of the phone book may be easy, but you may not have the confidence in knowing your advisor is competent and trustworthy. We work with a number of professional advisors covering many areas, including but not limited to the following:

Business Attorney (Incorporating, Business issues, etc.)
 
Estate Planning Attorney (Trusts, Estates, etc.)
 
Family Law Attorney (Child Custody, Divorce, etc.)
 
Insurance Advisor (Auto, Home, Disability, etc.)
 
Real Estate Advisors:
 
• Mortgage Loan Advisor (Refinancing, Purchasing, Home Equity, etc.)
   
• Realtor (Buying, Selling, etc.)
 
• 1031 Exchange Professional