Client Information and Forms



The following information and forms are provided for our clients' benefit:


Record Retention:  Access, in the "Search" field enter "Pub 552", and you will be directed to the most current form. Pages 6 and 7 of this form give the relevant information on record retention.  You can also obtain information on this website concerning the status of your Individual Income Tax Refund. Simply click the "Where's my Refund?" area and follow the prompts. You will need to have your filing status, social security number, and expected refund amount handy. 


The hyperlink included is provided as a convenience and are for informational purposes only and is not part of Royal Alliance Associates, Inc., The link to outside web sites does not mean that Royal Alliance Associates, Inc., endorses or accepts any responsibility for the content or use of the web site. Royal Alliance Associates, Inc., does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.