Tax Guides & Resources
For Your Success
Access tax guides, organizers, government forms, and helpful resources for tax planning and compliance. Download the tools you need to stay organized and informed.
Tax Organizers
Download Our Tax Preparation Organizers
Income Tax Organizer
Organize and gather income information for personal tax return preparation
Business Organizer
Organize business records, income, and expenses systematically
Rental Organizer
Track rental property information, expenses, and depreciation
Tax Guides
Download Our Annual Tax Planning Guides
2024 Tax Guide
Latest annual tax planning and preparation guidance
2023 Tax Guide
2023 tax year planning and preparation guidance
2022 Tax Guide
2022 tax year planning and preparation guidance
2021 Tax Guide
2021 tax year planning and preparation guidance
2020 Tax Guide
2020 tax year planning and preparation guidance
2019 Tax Guide
2019 tax year planning and preparation guidance
Government Forms
Federal Forms for Employment and Tax Reporting
Form W-4
Employee Withholding Allowance Certificate - determines federal income tax withholding
Form W-9
Request for Taxpayer Identification Number - required for 1099 reporting
Form I-9
Employment Eligibility Verification - required for all newly hired employees
Employee Insurance Notices
Affordable Care Act Compliance Notices
ACA Notice - Employers Who Offer Health Plans
Model notice for employers who offer health plans to some or all employees
ACA Notice - Employers Without Health Plans
Model notice for employers who do not offer health plans
Official Resources
Helpful Government Websites
IRS.gov
Official Internal Revenue Service website - access tax forms, publications, and guidance
SBA.gov
Small Business Administration - comprehensive resources for small business owners
Need Additional Resources?
If you need help finding a specific form or resource, or if you have questions about any of these materials, please don't hesitate to contact our office.
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