Free Resources
Tax Organizer
Tax Organizer Form
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.
IRS Tax Forms
Find and download IRS tax forms
Looking for a federal tax form? Our library includes the most common forms and schedules.
IRS, Ohio, and Federal Government Links
Where's My Federal Refund
Get the status of your federal tax refund.
Where's My Ohio Refund
Get the status of your Ohio tax refund.
The Internal Revenue Service
Home of the IRS on the web.
State & Local Government On the Net
This is a great resource link. View all the State Government Websites in any state you choose. Local and County links are also available on each State site.
Social Security
The official Social Security Administration site has a wealth of Social Security information. You can even apply for benefits online.
Newsletter Archives
Click here to view archives of past newsletters
Financial and Tax Calculators
Financial and Tax Calculator List
This pdf document download gives you the links to several different free financial and tax calculators.
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