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  • Home
  • Partners
  • Forms & Resources
    • Individual Resources
    • Business Resources
  • Contact Us
  • Client Portal
    • Login
    • Instructions
  • Search

RESOURCES FOR INDIVIDUAL CLIENTS

Tax Resources

2021 Tax Package
2021 Tax Return Reference Guide
2021 Schedule C Worksheet (Business)
2021 Schedule E Worksheet (Rental Property)
2021 Schedule F Worksheet (Farm and/or Farm Rental)
New Client Information Sheet

Quick Links


How does Covid relief affect me and my family?

Where’s My Tax Refund?

Where’s My Stimulus Check?

How Much Advanced Child Tax Credit Did I Receive?
Or Call 1-800-908-4184

Advanced Monthly Child Tax Credit Summary

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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