Client Resource Hub

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Internal Revenue Service (IRS) website is your official source for federal tax information. Access downloadable tax forms, instructions, publications, and up-to-date guidance on tax law changes. The site also provides valuable tools for individuals, businesses, and nonprofits including payment options, refund tracking, and compliance resources.

Social Security Administration (SSA) provides essential information regarding retirement benefits, Medicare eligibility, disability benefits, survivor benefits, and Social Security planning. You can create an online account to review your earnings history, estimate future benefits, and manage your Social Security records securely.   

U.S. Small Business Administration (SBA) offers clear, practical guidance for entrepreneurs and small business owners at every stage of growth. Whether you’re starting a business, seeking funding, applying for government contracts, or scaling operations, the SBA provides step-by-step resources, loan programs, and educational tools designed to simplify complex business processes. 

North Carolina Department of Revenue (NCDOR) website provides state tax information and services, including: Individual and business tax filing requirements, sales and use tax guidance, withholding and payroll tax information, corporate income and franchise tax details and online payment and account access.

North Carolina Secretary of State website manages business registration and corporate compliance matters, including: forming LLCs, corporations, and nonprofits, annual report filings, business name searches, registered agent updates and notary public information.