RESOURCES
Tax Forms & Guides:
Important Dates & Deadlines:
Tax Tools & Calculators:
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
Tax Tools & Calculators:
Important Dates & Deadlines:
Tax Tools & Calculators:
- 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
Important Dates & Deadlines:
Important Dates & Deadlines:
Important Dates & Deadlines:
- 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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Tax Season Checklist
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Client Intake Form
Tax Season Checklist
Tax Season Checklist
Professionally designed client forms to make onboarding new clients easier.
Tax Season Checklist
Tax Season Checklist
Tax Season Checklist
A printable checklist to help tax preparers manage clients and ensure compliance during the busiest months.
WISP (Written Information Security Plan)
WISP (Written Information Security Plan)
WISP (Written Information Security Plan)
If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.
Pricing & Fee Structure Template
WISP (Written Information Security Plan)
WISP (Written Information Security Plan)
A customizable Excel sheet that helps tax preparers set competitive rates for their services.