Client Resources
Complete your client intake, track a refund, or review filing and payment deadlines.
01 · Getting Started
Tell us about your personal, business, rental and cross-border tax needs. Include a separate entry for each business or rental entity in one consolidated questionnaire.
Complete Client Intake FormPlease do not include Social Security numbers, full bank account numbers or tax documents.
02 · Refund Tracking
We serve clients nationwide and internationally. The links below cover federal refunds and Michigan, our home state. For refund status in other states, please contact your advisor directly.
Internal Revenue Service · Official
Check your federal income tax refund through the IRS Where’s My Refund? tool.
Check IRS RefundMichigan Department of Treasury · Official
Check your individual income tax refund through Michigan Treasury eServices.
Check Michigan Refund
03 · Filing & Payment Deadlines
Estimate the potential cost of filing or paying late. Results are estimates; your circumstances and available penalty relief may affect the amount due.
TaxWriter · Independent estimator
Estimate federal failure-to-file and failure-to-pay penalties and interest using your unpaid tax and filing and payment dates.
Open IRS Penalty EstimatorAn independent tool, not an IRS calculator. Results are estimates; special return types and penalty relief may affect the amount due.
Michigan Department of Treasury · Official
Use Michigan’s individual income tax calculator to estimate late penalty and interest on an unpaid balance.
Open Michigan Penalty CalculatorPersonal Guidance
Our team can review your filing, payment and planning questions.