NJ TREASURY - DEPARTMENT OF TAXATION - Visit the site to track refund status, locate and download forms, receive copies of tax returns, register a business, update personal information and file and pay taxes.

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IRS - Visit the site to access tax records, check your refund ststus, access tax forms and instructions, file returns, apply for an EIN, and to view records.

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ID.ME - This site allows you to securely verify your identity online with one-time verification. You can then use that log-in to access other connected services such as the IRS or SSA websites, as well as other governemnt portals and patient portals. 

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SMART VAULT - This site provides a cloud-baed document management, client collaboration and workflow sutomation. Clients can upload their tax documents, providing secure sharing and access to a client portal. We will send you an invitation for you to upload documentation securely.

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NEW CLIENT CHECK LIST - To download a PDF of our New Client Check List, click here. ​​

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