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C&R's Newsletter Tradition

Recent and archived additions 
We encourage our clients to embrace technology and move toward a GREENER environment as well.  We’ve gathered some of our most requested and most useful technology tools here for your convenience.

Client investment platforms:

Refund Status:  If you would like to check on the status of your refund online, please visit these sites:

Need refund status for other states?  Email Lynn Phillips at

IRS Email and Phishing Scams:  Protect yourself! The IRS will never email you regarding your tax return. Learn more, or report suspicious email at this site.

Social Security Administration: Obtain secure information about your retirement benefits. Tips and calculators to help you make many of life’s big financial decisions.