Resources
For your reference, here are some websites and resources that you may find useful. Many of our clients utilize a tax organizer which we provide, you’ll also find that below.
Weekly Tax Brief
- When the sale of an appreciated home triggers taxes 6.23.26
- Tax Issues After Job Loss 6.16.26
- The Kiddie Tax – 6.9.26
- Should you make after tax non-Roth Contributions 6.2.26
- Protect yourself from fraudsters impersonating the IRS and other tax scams 5.26.26
- Moving to a New State – 5.12.26
Beneficial Resources
- Federal Withholding Calculator
- 2025 Tax Organizer
- IRS Main WebsiteIowa Department of Revenue and FinanceIowa Workforce DevelopmentSocial Security WebsiteQuickbooksWhere’s My Federal Refund?Where’s My Iowa Refund?W-4 Employee’s Withholding Allowance CertificateIA W-4 Centralized Employee Registry ReportingForm I-9 Employment Eligibility VerificationW-9 Request for Taxpayer ID Number and CertificationWork Opportunity Credit InfoClient’s Consent to Disclose Tax Return Information to a Bank