Resources
Tools, guides, and links to help you stay informed and prepared — year-round.
Client Portal
Securely upload documents, access your completed returns, and share files with our team through our SmartVault client portal.
Access SmartVault PortalFirst time? Contact us and we'll send you an invitation link.
Check Your Refund Status
Waiting on your refund? Use these official links to check the status directly with the IRS or your state.
New Employee Payroll Forms
Hiring a new employee? These are the federal and state withholding and eligibility forms your new hire will need to complete.
Federal W-4
Employee's Withholding Certificate
Completed by all new employees to tell you how much federal income tax to withhold from their paycheck.
Download blank form →
Form I-9
Employment Eligibility Verification
Required by federal law for every new hire to verify identity and authorization to work in the United States.
Download blank form →
Kansas K-4
Kansas Employee's Withholding Allowance Certificate
Required for employees working in Kansas to determine the correct amount of Kansas state income tax to withhold.
Download blank form →
Missouri MO W-4
Employee's Withholding Certificate
Required for employees working in Missouri to determine the correct amount of Missouri state income tax to withhold.
Download blank form →
Helpful External Links
Trusted government and official resources we refer clients to regularly.
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