Client Resources

Welcome to the Client Resources page. Explore the useful links and access points to our portals below.
Canopy Client Portal
ShareFile Client Portal

Useful Resources

IRS

Informative and easy-to-follow tutorial videos

Verify the status of your refund

How to Make a Payment to the IRS

Dept. of labor

Selecting an auditor for your employee benefit plan

Employee Benefits Security Administration for 401(k) and benefit plan guidance

EFAST Filing System for required benefit plan reporting

The American Institute of CPAs® (AICPA)

Key difference between a compilation, review, and audit

Kellogg Ledger

Corporate Tax Tips: Maximize Deductions and Credits by Filing Type

Whether you're tackling complex regulations, preparing for stakeholder presentations, or requiring a 401(k) plan audit, our meticulous approach guarantees financial statements that uphold the highest standards of accuracy and reliability.

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