RESOURCES

Effortless Tax Preparation Starts Here

Welcome to the Client Resources page. Here, you’ll nd everything you need to prepare for tax season with condence. Access intake forms, download checklists, nd answers to common questions, and more.”

DOCUMENT CHECKLIST

Ensure you’re fully prepared for tax season with our
easy-to-use document checklists.

Individual

Tax

For individuals:
W-2s, Social Security info, and more.

Small Business Tax

For business owners: 1099s, expense records, asset documentation, etc.

Rental

Property

For clients with rental properties: Rent receipts, maintenance costs, etc.

Investment Income

For investment-related documents: 1099-DIV, 1099-B, brokerage statements.

Additional Resources

Find additional resources to assist with your tax preparation, including IRS links, due dates, and information on tax forms

Important Tax Dates

Stay on top of deadlines! See our calendar of essential tax dates, including ling and payment due dates.

IRS Forms & Publications

Need a specific form or publication? Access official IRS forms and publications directly

Refund Advance Program

Learn more about our refund advance option, available to qualifying clients. Get up to $9,000 in advance to meet your needs faster.

Helpful links

Official IRS homepage https://www.irs.gov/

IRS refund tracking tool
https://sa.www4.irs.gov/wmr/

Taxpayer Advocate Service:
Free IRS assistance for unresolved tax issues

Tax Tips, Trends, and Trusted Advice

Top Tax Deductions You Might Be Missing: Maximize Your 2023 Refund

Discover the top tax deductions you might be overlooking and learn how to maximize your 2023 refund with expert tips from America’s Tax Doctor. ...more

Tax Tips & Strategies

January 07, 2025•5 min read