Insights and updates
Tax law has a way of changing right after you've figured it out. Here you'll find our latest newsletters along with a few practical guides, all written to help you know when something deserves your attention.
Client guides
Client guide
Getting started with your secure client portal
How to activate your TaxDome account, upload documents, complete your organizer, and sign and pay online, plus a tip about the mobile app.
Tax questions
Do I still need to keep track of my deductions?
Most households take the standard deduction now, so are those receipts still worth keeping? Usually, yes. Here's why.
Client guide
What to gather before your tax appointment
A practical checklist of the documents most returns need, so your appointment is quick and nothing gets missed.