Resources
A short, curated list of the references we use ourselves — from the IRS and state tax agencies to professional bodies and financial data sources. For specific questions about your situation, please contact our firm.
Government & Tax Agencies
Internal Revenue Service
Federal tax forms, publications, refund status, and online account access.
irs.gov
Ohio Department of Taxation
Ohio individual and business tax forms, filing, and payment services.
tax.ohio.gov
Social Security Administration
Retirement benefit estimates, Medicare enrollment, online account.
ssa.gov
U.S. Securities & Exchange Commission
EDGAR company filings and investor education resources.
sec.gov
Professional Associations
AICPA
American Institute of Certified Public Accountants — the national professional body for CPAs.
aicpa.org
The Ohio Society of CPAs
OSCPA — Ohio’s professional association for CPAs.
ohiocpa.com
Accountancy Board of Ohio
State board that licenses and regulates Ohio CPAs and public accounting firms.
acc.ohio.gov
FASB
Financial Accounting Standards Board — U.S. GAAP standards.
fasb.org
Financial Data & Reference
Yahoo Finance
Stock quotes, company profiles, historical data and financial news.
finance.yahoo.com
XE Currency
Live foreign exchange rates and currency conversion.
xe.com
CPI & Inflation Data
U.S. Bureau of Labor Statistics Consumer Price Index.
bls.gov/cpi
Federal Reserve
Federal Open Market Committee minutes, interest rates, and economic research.
federalreserve.gov
Retirement & Savings
IRS Retirement Plans
Contribution limits, required minimum distributions, and plan types.
irs.gov/retirement-plans
Medicare
Official U.S. government Medicare information, enrollment and coverage.
medicare.gov
Saving for College
Independent reviews and comparisons of 529 college savings plans.
savingforcollege.com
Ohio CollegeAdvantage 529
Ohio’s 529 college savings plan with state income-tax deductions.
collegeadvantage.com
A note on outside links. We provide these resources as a courtesy. Each of the above organizations maintains their own site and we are not responsible for their content. For advice tailored to your specific situation, please contact our firm.