Client Portal

All the forms you may need for this tax season are in our Secure Client Portal

Our secure file sharing portal is designed to rapidly deliver, receive and track important files via the web. With our Secure Client Portal, you always have access to your financial documents, including past returns.

Here you can safely upload your W-2s and 1099 forms along with any other supporting documentation.

Organizers
& Record Keeping

Record keeping is an ongoing process. Our easy-to-use tax organizers have been prepared to assist you in collecting and tracking information for your Individual Income Tax Return.

Tax Organizer

You can use our record retention guide to determine how long you need to keep your tax and other financial records, business and personal documents.

Record Retention Guide

Important Dates
& Information

Tax brackets change every year. Deduction and contribution limits and eligibility for tax credits have always been adjusted. Our pocket tax guide is a quick reference to all of these changes in one publication.

Pocket Tax Guide

Please note the following tax due dates on your calendar. All due dates assume that the date falls on a business day. If the due date falls on a holiday or weekend, the due date will be the next business day.

Tax Calendar

Power Of Attorney
& Tax Matters

Planning ahead for a time when you may need assistance from a family member or friend to help you handle your affairs can reassure you that things will be handles to your satisfaction.

If you are a caregiver, you may have questions about your roles and responsibilities. Wading through all of the privacy laws and regulatory forms can be a daunting task. So, we have put together a number of resources that are helpful to both those in the planning stage as well as those already in a care-giving role.

Learn More

Referral program
incentives

Referrals are the primary source of new clients in any services business. We invite you to learn more about our referral program. We appreciate your trust and confidence in sharing our name with a friend.

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Track you federal and state return below

 

You can track your federal and state refunds by clicking below.

 Tax services provided by Brandywine Wealth Management, LLC are separate from and not affiliated with or endosed by LPL Financial.