Jonathan P. Cormier, EA, MBA and Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™) and their team, serving businesses in the Massachusetts area since 1986.
Client Tax Organizer
Our tax organizer is designed for ALL of our clients and can help you maximize your deductions and minimize your problems in preparing and filing your tax return. We offer an organizer for individuals and one business, comprised of essential parts, each developed to assist you in collecting relevant tax information needed to properly prepare your tax return.
We will send you a tax organizer, print and complete the applicable PDF forms. Once complete, please fax or mail it to the office, or you can upload it to us directly through our secure Client Area.
Current clients can contact the office to request a “pro forma” tax organizer that includes prior year information and carryover data.
Organize Your Financial Records
Not sure how long to keep financial records?
It is not an exact science, but here are some guidelines.*
* You must have Adobe Acrobat Reader to view the guidelines.
Financial Calculators
Should I refinance my mortgage? How much do I need to save for my child’s college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.
Auto Loan Calculator – determine what car you can afford based on your desired monthly payment amount.
— More calculators are available in the Helpful Links Directory.
Check Your Refund Status
Federal Tax Return
The IRS provides a means to check your refund status online, through their secure website. You will need to have your SS# or Taxpayer ID#, Filing Status, and Refund Amount as shown on your return.
Ok, so Where’s My Refund?
State Tax Return
Many States now offer a secure site to check on the status of your State Tax Refunds. Most require your SS# or Tax ID#, and Refund Amount.
- Massachusetts: Where’s My Refund?
- Rhode Island: Where’s My Refund?
- Connecticut: Where’s My Refund?
- New York: Where’s My Refund?
- Maine: Where’s My Refund?
Helpful Links Directory
There are many great sites on the World Wide Web but trying to actually find trustworthy and authoritative sites can sometimes be a frustrating experience. We have compiled a list of Websites that we have found to be helpful resources of information.
View our Helpful Internet Links