Practical Tax Resources, Ready When You Need Them
Everything here is organized for quick access — whether you're looking for IRS tools, need to know what records to keep, or want to complete your intake forms before your first appointment. No appointment required to use any of it.
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Record Retention Guide - Bussinesses
Use this guide to find how long to keep your important documents - and when it's safe to let them go.
Record Retention Guide - Individuals
Use this guide to find how long to keep your important documents - and when it's safe to let them go.
Check Your Refund Status
Your guide to IRS and state refund tracking tools - and what to do while you wait.
Independent Contractor or Employee? A Guide for Businesses
Understanding worker classifications under federal and state law.
What is a HUD-1/Closing Disclosure and Why Do You Need It?
Understanding your settlement document - and why your tax preparer needs it for every real estate transaction.
Tax Due Dates
Federal and state filing deadlines, estimated payment due dates, and payroll deposit schedules — organized so you can plan ahead rather than scramble at the last minute.
Depreciation Schedule FAQ
What it is, why we ask for it, where to find it, and how long to keep it.
Capital Gains Taxes & Your Home
What you need to know when selling your primary residence.
Do I need to file a 1099?
Use this guide to find out if you need to file 1099s for your business payments.
I Got a Letter from the IRS. Now What?
A step-by-step guide to understanding IRS notices, what they typically mean, and what to do first.
Not Sure Where to Start?
If you have a question the resources above don't answer — or if you're ready to talk through a tax problem or get your return on the calendar — we're easy to reach. Kayla handles scheduling and can usually get you in front of the right resource or the right person quickly.