Below is a helpful list of tax resources, links to IRS forms and downloads. We’ve gathered the most common forms and documents in one spot to make your life easier around tax time. And if you’re meeting with us the first time, here is a helpful list of what to bring for your initial tax consultation.
If you’d like to see other forms included here to make your life easier around tax time, send us an email and let us know. We’re here for you.
Client Information
Where’s My Refund?
Amendment Worksheet
The Appropriations Bill signed into law by the President on December 20, 2019, included a number of tax extender provisions that retroactively apply to 2018. Thus opens the door to the possibility of amending returns to take advantage of the extenders. This worksheet lists out the possibilities.
- 2018 Retroactive Tax Extender Worksheet
NOTE: Be sure to download the worksheet before you start filling it out. Once downloaded, save the worksheet. Then type in any answers. Save again and either print out, or attach to an email and send to us.
IRS Tax Forms and Resources
- IRS Forms and Instructions
- Credit Worksheet (small employer health insurance premiums)
- De Minimis Capitalization Policy
SECURE Act Information (Simplified)
Employee Paid Sick Leave – WA state
- Initiative 1433: State Minimum Wage and Sick Leave
- Employee Paid Sick Leave Notification Form (doc)
- Paid Sick Leave Fact Sheet
General Resources
- Common Tax Terms and Definitions
- IRS Tax Forms and Publications
- iPhone App
- 100+ Tax Calculators for Personal Finance and More
- Withholding Calculator