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
- Educators – Classroom Expenses 8.25.26
- Tax-Deferred Retirement Accounts 8.18.26
- Disability Benefits 8.11.26
- Tax tips for parents with kids heading to college this fall 8.4.26
- Be Smart With Your Mutual Funds – 7.28.26
- How what you donate impacts your tax deductions 7.21.26
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