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Move Your Cursor Over Green Terms for Their Definition

As part of our COVID-19 response, we are asking clients to submit tax information digitally, when possible, via our Document Access Portal, and are making extensive use video or telephone conferences in lue of appointments.<
If you do not have a personal portal setup please use: Document Upload<

While many of you are comfortable with legalese, we are firm believers that misunderstood communication is not communication at all. On when we use tax terminology the term will be highlighted green, if you move your cursor over it there will be a small definition shown. If you then click, we show gathered information on the same topic.

For example: CPA, OIC<, & IRA.

We hope that the functionality is useful. For a full listing of the terms see: Term Glossary<