RESOURCES
Everything You Need, In One Place.
Everything You Need, In One Place.
Tools we use, links you’ll need, and an honest starting point for anyone wondering whether they’re ready to begin.
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Before You Get That EIN and Think You Have a Business
Before You Get That EIN and Think You Have a Business
An EIN is not a business. Before you spend money and years, work through the imperatives nobody tells you — the honest reality check on mindset, legitimacy, taxes, compliance, and whether this should even be a business or nonprofit at all.
Tools We Use & Trust
Tools We Use & Trust
The platforms we actually run our firm and our clients’ work on.
Some links below are referral links. If you sign up through them, we may receive a small credit — at no extra cost to you. We only list tools we genuinely use and trust.The platforms we actually run our firm and our clients’ work on.
Tabby
Tabby
Simple, clean bookkeeping built for small businesses and nonprofits — the platform we use to keep clients’ books straight.
Gusto
Gusto
Payroll that doesn’t require a specialist — automated taxes, filings, and pay runs. Our go-to for clients bringing on their first employees.
Google Workspace
Google Workspace
Professional email on your own domain, plus Docs, Drive, and Calendar. The backbone of a credible, organized operation.
Jotform
Jotform
The forms, intakes, and client apps we build on — including the very forms that power our services.
Track Your Tax Refund
Track Your Tax Refund
Check the status of your federal or state refund directly with the official source.
Federal Refund
Federal Refund
Check your IRS refund status with the official “Where’s My Refund?” tool.
State links go to official government sites. If your state isn’t listed or a link has changed, search “[your state] department of revenue where’s my refund.”
Still not sure where to start?
Still not sure where to start?
That’s the most common place to be — and exactly what we’re here for. Tell us where you are, and we’ll point you to the right next step.
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