Resourceful links of information can be found here.


The Internal Revenue Service
Home of the IRS on the Web. The IRS has definitely done a nice job on their Website.

Connecticut Department of Revenue Services
The site for the Connecticut tax department allows access to the latest forms and publications. Check the list for uncashed refund checks! Also lists the top 100 delinquent taxpayers!

IRS Refund Status Page
Click on this link and follow the directions to check on the status of your tax refund.

Tax Return or Account Transcript
Order your tax return or account transcript online.  It will be mailed to you within 5-10 business days.

State of Connecticut


Social Security Administration
Social Security benefits can now be calculated applied for online. This site also offers many publications and forms.

Big Charts
Get quotes, charts and historical quotes from this investment charting and research site.

Savings Bond Calculator
Find out what your U.S. Savings bonds are worth today, in the past and in the future. Includes several planning calculators.

Colleges and College Scholarships
Information on colleges and universities throughout the U.S.

College Financial Aid
Provides objective guidance on financial aid to students and parents.

Saving for College
Your guide to 529 plans.

College Savings Plans
Various methods for saving for college. Includes calculator to determine how much is required to save each month to reach your goals.

Financial Decisions Guide
Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which you should be aware.

Financial Accounting Standards Board

How Can We Help You?

Want to learn more? Contact us at 203-925-9494 or to initiate discussions. We offer a free, preliminary, no-obligation appointment.