Resources

At Joanne McConnell, EA , Joanne believes that it is important for us to provide you information that ensures that you can be an active participant in the better management of your finances. Joanne has provided you with a series of resources that are important in this process. Please review the sections noted at left to find the information that you need. If there are any other questions you have please do not hesitate to call us at 650-579-6672.

Our resources and their functions are as noted:

Newsletter- Monthly newsletter comprising of tax tips, recent Tax updates, and other news of general financial interest.

Useful Links- These internet links highlight websites that help you manage your finances and money, access Government information, understand all of your tax implications and view current affairs and read the current news and information of the stock market.

Publications- Our Publications section contains important publications released by the IRS and the US government.

Forms- Important and standard forms that you can download, complete and then send into us or to the IRS if required.

Refund Tracker- Have a refund…wondering what is happening with it…check on the status of your return in this section.

Important Tax Dates- Joanne has noted the most important tax dates that occur during the year. Not sure when your data or form is required…check on it here.