Newest Information / Specials

Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.

Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.


** If you are a New Client, mention this website and receive $10 OFF your tax preparation or first invoice.

Existing clients, we are offering our "Returning Client Discount" - a percentage off of your tax preparation invoice (up to 5% OFF).

If you need additional time to gather your tax information, we can assist with a TAX EXTENSION to extend out the time to file your return.  An EXTENSION is a way to push out your deadline for filing your tax return to October 15th for Individual Income Tax (if a balance due there will be interest and late payment penalty assessed from the various taxing authorities for tax paid after the original deadline).  The cost of filing an EXTENSION for you is $25




Get ready today to file your federal income tax return.


What You Need to Know

  • Expecting a refund? Some refunds cannot be issued before mid-February.
  • While the IRS will process your return when it is received, it cannot issue related refunds before mid-February.

What You Need to Do

  • Be careful not to count on getting a refund by a certain date, especially when making major purchases or paying other financial obligations.
  • File a complete and accurate return and include all known refundable credits with your original return.
  • File when you’re ready. If you usually file early in the year and you’re ready to file a complete and accurate return, there is no need to wait to file.
  • Check Where’s My Refund on or the IRS mobile app, IRS2Go, for your personalized refund status

February 25, 2015

Fighting Identity Theft & Income Tax Fraud For Ohio Tax Payers

Did You Get an Identity Confirmation Quiz Letter? The State of Ohio is sending these letters out to individuals who have filed a State of Ohio Tax Return for Tax Year 2014. These letters started going out for the first time this year. The news reported that 1% of tax payers will receive these letters. We have received multiple calls from clients that have received them. We recommend going to the webste at www. and clicking on
 "tax forms and information tab". The page will display the following information:

With income tax fraud and identity theft on the rise, the Ohio Department of Taxation (ODT) is committed to safeguarding taxpayer dollars by increasing security measures. The identity confirmation quiz is just one of the tools ODT is using to prevent fraudsters from receiving a refund as a result of identity theft.

If you received a letter from us, you’ll need to complete a simple quiz to confirm your identity. If you did not receive a letter, the quiz is not available to you. The quiz should take just a few minutes of your time. Once you have successfully completed the quiz ODT will continue processing your return.

For more details regarding the quiz, watch the tutorial below:

If you have trouble viewing the video on this page, click here to view the video directly on YouTube

We recommend going to the website and not use the link provided in the letter. When you go through the different tabs to find the quiz, the web address of that page should match the web address given in the letter. If the two addresses do not match, then the letter you received is a scam. If you have any questions, you can contact the office, talk to someone at the State Office, or take the quiz online at the office. Thank you.




Financial Matters

Special Offers

This section lists special offers for our clients, by our clients.