Client Education Hub

Resource Center

Use trusted links for tax and identity services. For anything with account numbers, tax IDs, or sensitive documents, always use the secure portal.

NC Local Resources

NC Department of Revenue

State filing, payments, and notices for North Carolina taxpayers.

NC Secretary of State

Business registration, annual reports, and entity records.

NC Department of Commerce

Employer support, workforce programs, and business guidance.

Online Services

IRS.gov

Federal tax forms, transcripts, payment plans, and refund tools.

ID.me

Secure identity verification for IRS and government accounts.

Social Security Administration

Benefit statements, replacement cards, and account updates.

General Helpful Links

IRS Where's My Refund?

Track current federal refund status.

IRS Direct Pay & refunds

Pay federal taxes or manage payments — refunds and direct deposit are set on your return, not through our portal.

IRS Account Portal

View balances, notices, payment history, and update banking for some IRS interactions.

Federal Trade Commission - Identity Theft

Official recovery steps if identity theft is suspected.

New client checklist

What to gather before your first tax prep appointment.

Key monthly documents to keep your books accurate.

General windows for uploads, review, and filing — reference only.

Security reminder

Upload documents through the secure portal, not regular email. These files are plain checklists only — no personal data.