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  • Home
  • Partners
  • Forms & Resources
    • Individual Resources
    • Business Resources
  • Contact Us
  • Client Portal
    • Login
    • Instructions
  • Pay Your Bill

RESOURCES FOR INDIVIDUAL CLIENTS

Tax Resources

2022 Tax Package
2022 Tax Return Reference Guide
2022 Schedule C Worksheet (Business)
2022 Schedule E Worksheet (Rental Property)
2022 Schedule F Worksheet (Farm and/or Farm Rental)
New Client Information Sheet

Quick Links


Where’s My Tax Refund?

Pay IRS Taxes Due Online

Do I Have Digital Assets?

Unreimbursed Employee Business Expenses

Charitable Contribution Deduction

Am I paying in enough tax: This tool will help you determine if you have the right amount of tax withheld from your paycheck.

IRS Installment Agreement

When are my taxes due?

What records should I keep?

How long should I keep them?

Identity Theft Tax Tips

IRS Forms and Information Publications

Questions about Social Security

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