Client Resources

In addition to being available to our clients directly, we also offer the following resources that will provide information about business matters that are important to our clients. We’re adding new information on a regular basis, so be sure to check back here often!

Our Privacy Policy

We want you to feel safe in knowing what you share with us is kept completely confidential. Our privacy policy details the extraordinary level of care we take with your private information.

What is an Enrolled Agent?

Get the answers to your questions about what an enrolled agent is and why it matters to you as a business person.

Organizational Tools

    • Spending Tracker – For the entrepreneur not quite ready for full service bookkeeping, this extremely helpful app allows you to track your business income and expenses on your phone. The app is available for iOS (iPhone) and Android.
    • MileIQ – Plan on claiming mileage as a business expense?  You should have a documented record of the miles you drive for business.  Once installed, this app works in the background of your phone and keeps a log of all your business trips.  It is a fantastic tool and provides detailed reports that satisfy IRS documentation standards.  Versions for Android and iPhones are available at the MileIQ website.

Ready to take the first step?