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Please feel free to read our client newsletters. It is provided to keep you up to date on the latest tax and accounting news. The newsletters at the top of the page are the ones that we prepare in our office and are emailed or mailed out.  The newsletters at the bottom of the page are not mailed out and only available on the site.

Useful tools and information:


For Tax Year 2023 - Refunds will start as follow:

Questions about refunds? EITC, ACTC available for many by Feb. 27

Although the IRS issues most refunds in less than 21 days, the IRS cautions taxpayers not to rely on receiving a refund by a certain date, especially when making major purchases or paying bills. Some returns may require additional review and may take longer. The easiest way to check a refund’s status is by using Where’s My Refund? on or the IRS2Go app. 

Most Earned Income Tax Credit (EITC) and Additional Child Tax Credit (ACTC) related refunds should be available in bank accounts or on debit cards by Feb. 27 if taxpayers chose direct deposit and there are no other issues with their tax return. Taxpayers can check Where’s My Refund? for their personalized refund date. Where's My Refund? will be updated with projected deposit dates for most early EITC and ACTC refund filers by Feb. 17.




2024 Newsletter

Click Here for January 2024 Newsletter

Click Here for Tax Year 2023 Individual Questionnaire


2022 Newsletter

Click Here for TAX YEAR 2022 Individual Questionnaire



2021 Newsletter

Click Here for July 2021 Newsletter

Click Here for January 2021 Newsletter



Client Update Newsletter: June 2024


Please note: Some material may be time-sensitive and may no longer apply.
Please contact us with any questions.