Below are links to
resources that can help you discover potential tax savings, get
organized and stay organized.
Tax Planning Guide
This is our annual tax
letter that contains important tax updates, tax rates, and other
information. Please review this letter prior to submitting your
tax information to us to ensure you have considered all possible
tax savings. Or get the more
printer friendly version here.
This is an all-inclusive
list that you may find helpful in organizing your tax
information. Please note that not all sections will apply to
you. Submitting this with all applicable sections completed may
expedite the completion of your return.
Tax Due Dates
Review the IRS calendar
to make sure you don't miss any important deadlines.
Arizona Tax Credits
Learn more about the various Arizona
tax credits and which charities qualify.
Storing Tax Records
Unsure of what documents
to keep and for how long. Reviewing these IRS guidelines will
get and keep you on the right path.
Federal Refund Status
You will need to know
your social security number, filing status, and exact refund
amount listed on your tax return.
Arizona State Refund Status
You will need your
social security number, filing status, and zip code.
The IRS website contains a wide variety
of helpful information.
IRS W4 Form
Complete this form so that your
employer can withhold the correct
federal income tax from your pay.