Tax Facts


PPP Loan Forgiveness Instructions

May 22, 2020

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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SECURE Act Presentation and FAQs

February 7, 2020

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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Security Awareness for Taxpayers

January 9, 2020

"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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Individual and small
business impacts

April 13, 2020

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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2019 Popular

Tax Forms

January 27, 2020

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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New Filing Date and COVID-19 Updates

March 19, 2020

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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Federal tax return due dates chart

January 14, 2020

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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