RESOURCES

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 Not Sure What Documents You Need?

We’ve created a comprehensive checklist to help you gather the right forms and documents for an accurate tax return. Be prepared with the following: 

• Links to downloadable IRS tax forms (W-2, 1099, etc.). - https://www.irs.gov/forms-pubs/about-form-1099-misc https://www.irs.gov/forms-pubs/about-form-w-2 

• How to Guides on completing certain forms or specific tax filing scenarios.                   

                 https://www.irs.gov/e-file-providers/become-an-authorized-e-file-provider       

• Checklists for both individual and small business tax prep.           https://www.canva.com/design/DAGSbwIME08/O719mlhMg3XnKFfxy4qyNw/edit?utm_content=DAGSbwIME08&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton

• Links to EFIN Guide.  https://www.canva.com/design/DAGOUDCreGA/9WH1mk-eTYfacbdTLkbAoQ/edit?utm_content=DAGOUDCreGA&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton

• Links to tax refund calculators or other financial tools. https://www.irs.gov/newsroom/wheres-my-refund-tool-makes-it-easy-to-track-the-status-of-a-federal-tax-return  https://www.irs.gov/help/tools

• Basic tax deduction calculator https://www.irs.gov/individuals/tax-withholding-estimator 

•  Key filing deadlines (e.g., tax filing deadlines, estimated tax due dates). 

           https://www.irs.gov/businesses/small-businesses-self-employed/online-tax-calendar

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