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Tax Center

Updates

Publication 5348, Get Ready to File

 Tax planning is for everyone. Taxpayers can use this publication to help them get ready to file their 2021 federal income tax return next year. Planning helps individuals file an accurate return and avoid processing delays that can slow their tax refund.       

https://www.irs.gov/pub/irs-pdf/p5348.pdf

Publication 5349, Year-round Tax Planning is for Everyone

 Life changes can affect taxpayers' expected refunds or the amount of tax they owe. These changes include things such as employment status, marital status and financial gains or losses. Publication 5349 provides tips on developing habits throughout the year that will help make tax preparation easier. This resource also includes a checklist of items taxpayers should have on hand when filing their tax return. 

https://www.irs.gov/pub/irs-pdf/p5349.pdf


Tax Resources

Tax Year 2024 Client Letter Package

https://acrobat.adobe.com/id/urn:aaid:sc:US:a591b507-774c-4d7f-9ef2-a1a7a2ea8256

2024 Individual Tax Resource Guide

https://acrobat.adobe.com/id/urn:aaid:sc:US:d620569e-2f08-45e7-ba9e-9cc515b67a77

Drake Organizer

https://acrobat.adobe.com/id/urn:aaid:sc:US:09d8a2cf-4f2c-4704-86f7-905702ebf742


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