We use Citrix ShareFile to ensure that your documents stay secure. You can use this service to send all large documents, including client backups, PDFs, spreadsheets, and other files of this nature. Before sending anything, please contact our office for a direct link to confirm that your attachments will be received by the CPA you are working with.
When sending your backups and/or accountant’s copy please remember the file extension should read:
Properly managing your financial records and staying vigilant against security breaches are essential parts of protecting your personal and business information. Below, you will find resources on safekeeping important documents and preventing identity theft, while helping you stay organized and secure.
Identity theft continues to be a growing problem and concern. Staying aware of potential threats is crucial for protecting your sensitive information. Below are IRS-recommended strategies for individuals, businesses, and tax professionals to safeguard against identity theft.
Knowing what to keep, where to store it, and when and how to properly discard it is key to maintaining organized and secure financial records. Here are links to a detailed guide that we recommend for taking the correct steps.
Wondering where your refund is? The Where’s My Refund? tool from the IRS provides real-time updates on the status of your return. Keep in mind that the system only updates once every 24 hours–typically overnight–and most refunds are issued within 21 days of the IRS receiving your return.
Information about Where’s My Refund with links to each below:
A certified public accounting and business advisory firm based in Canfield, Ohio. Since 1990, we’ve served hundreds of small to mid-sized businesses and individuals, providing accounting, tax, and business advisory services tailored to meet each client’s unique needs.
Accounting
Taxes
Business Consulting
Employee Benefit Plan Audit
Audit Services
Accounting Software Support
3701 Boardman-Canfield Rd Ste 2
Canfield, OH 44406
P: 330-533-5000
F: 330-533-5161
E: [email protected]