Tax Planning Guide for Individuals

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.

Tax Organizer

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.


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