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Schedule a Consultation

Client Portal
MSM advisors logo
  • HOME
  • ABOUT
    • How We Work
    • Meet the Team
  • SERVICES
    • Advisory Services
    • Accounting Services
    • Tax Services
  • TESTIMONIALS
  • Get Ready for Tax Season
    • Resources
    • FAQ
    • IRS Refund Status
    • Links & Worksheets
    • SmartVault Login

Links and Worksheets

Helpful Links

  • Frequently Asked Questions (FAQs)
  • CHAT WITH US (Client Portal)
  • Client Portal Access (See Open Requests)
  • Client Resources (Videos, Blogs, Articles)
  • Important Tax Due Dates
  • IRS Refunds “Where’s My Refund?”
  • IRS Pay Taxes & Make Arrangements
  • Login to SmartVault (Upload Documents)
  • Quarterly Estimated Taxes
  • See Your TAX RETURNS (SmartVault)
  • SEARCH OUR WEBSITE – Sitemap
  • **** TUTORIALS ****
  • Tutorial: Scan to PDF with your Phone w/ Adobe
  • Tutorial: Client Portal
  • Tutorial: SmartVault

Fillable Worksheets

Click the link and DOWNLOAD a fillable .Pdf worksheet

  • Business Expenses Worksheet (Sched C)
  • Business Mileage Worksheet
  • Charitable Donations Worksheet
  • Home Office Expense worksheet
  • Rentals and Royalties Worksheet (Sched E)
  • (Legacy) Tax Client Checklist .pdf version

Recent Articles

  • Immediate Steps Small Businesses Should Take Right After Filing TaxesRight After Filing Taxes | Immediate Steps Small Businesses Should Take
  • IRS Red FlagsIRS Red Flags: How to Avoid a Tax Audit as a Small Business Owner
  • Woman working on a tablet - The Value of Hiring a Financial Advisor Who Stays Ahead of Industry ChangesThe Value of Hiring a Financial Advisor Who Stays Ahead of Industry Changes
  • Your Business’s Financial HealthKickstarting Your Business’s Financial Health in the New Year
  • Keep Your Business Steady with MSM Advisors in 2025Keep Your Business Steady with MSM Advisors in 2025

Accounting Topics

  • Accounting & Finance
  • Financial Management
  • Business Insights
  • Software & Technology
    • Cloud Accounting
    • QuickBooks
    • Xero
  • Tax Tips
  • Case Studies

Article Archives

Contact Us

MSM Advisors, LLC
Phone: 678-804-5530
Fax: 678-298-7509

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1755 North Brown Road
Suite 200
Lawrenceville, GA 30043

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