Tax Facts


May 22, 2020

PPP Loan Forgiveness Instructions

On Friday May 17, 2020, the Small Business Administration (SBA), in consultation with the Department of the Treasury, released the Paycheck Protection Program (PPP) Loan Forgiveness Application and detailed instructions for the application..

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February 7, 2020

SECURE Act Presentation and FAQs

Download the presentation and FAQs from our SECURE Act Survival Kit workshop, and learn how this new, extensive retirement act may affect you.

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January 9, 2020

Security Awareness for Taxpayers

"The IRS, the states and the tax industry are committed to protecting you from identity theft... Working together, we’ve made many changes to combat identity theft."

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April 13, 2020

Individual and small
business impacts

The coronavirus (COVID-19) has affected all aspects of our lives including our financial well-being. To combat this pandemic, various relief measures are available to you.

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January 27, 2020

2019 Popular

Tax Forms

We have listed, in numerical order, of some of the more popular tax information documents that you will be using to file your tax return, or to give your tax preparer.


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March 19, 2020

New Filing Date and COVID-19 Updates

We have been keeping a close watch on COVID-19 and its impact on our tax season. Because of recent events, we want to share with you our response to what is going on.

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January 14, 2020

Federal tax return due dates chart

Quick reference guide for tax year 2019 (individual income tax brackets and rates) and federal tax return due dates chart (for use in complying with common federal tax return due dates.)


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