FINANCIAL TOOLS

 CCH iFirm Client Portal

Click here to login to your private client portal

Click here for a 2-minute introductory  video

The client portal service includes:

  • Ability to view documents we wish to share with you.
  • Ability to upload documents securely and share with us.
  • Secure access to other useful applications as we see fit.

Free Tax Advice

Free Tax Services Available
Click Here

Free File Software Wizard
Click Here

Individual Income Tax Return Preparation Resource Index
Click Here

Calculators

Find an assortment of financial calculators that can help you determine specifics about financial topics. The lists below are the subjects available.

  • Home Mortgages
  • Retirement
  • Credit cards
  • Autos
  • Personal loans
  • Home equity loans
  • Roth IRA
  • Budgeting
  • Savings
  • Insurance
  • Mutual funds
  • Stocks
  • Bonds

 

Each subject has a drop-down box find the calculator needed and click “Go.”