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
- 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
- Fine Tune Your Tax Withholding – 5.7.26
- Individual tax calendar – key deadlines – 4.28.26
- What you need to know about filing an extension – 4.21.26
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