Track Your Refund:
Tax Preparation Resources:
- IRS Tax Filing Tips
- VIDEO: How To Download & Complete Tax Organizer
- VIDEO: How To Scan & Securely Upload Tax Documents
- VIDEO: How To Download & Save PDF Tax Return Package
1099 Preparation Resources:
- 1099 Filing Requirements
- 1099 Engagement Letter
- 1099 Data Input Sheet
- *NEW* Electronic Delivery Consent
Individual Income Tax – Tax Organizers & Resources:
- 2024 Tax Organizer, Engagement Letter, and Mileage Work Sheet
- 2024 Tax Organizer, Engagement Letter, and Mileage Work Sheet – Short Form
- 2023 Tax Organizer, Engagement Letter, and Mileage Work Sheet
- 2023 Tax Organizer, Engagement Letter, and Mileage Work Sheet – Short Form
- Tax Data Checklist – “What to Provide Us for Your Tax Return Preparation”
- Auto, Travel, and Business Log – PDF
- Auto, Travel, and Business Log – XL
Federal Tax Forms & Resources:
- Create Online IRS Account
- IRS Home Page
- IRS Forms and Publications
- IRS “Where to File” Info
- IRS Local Offices
- IRS “Frequently Asked Questions”
- IRS “Taxpayer Advocate Service”
- Tax Code Online
- United States Tax Court
- U.S Income Tax Treaties
- Record Retention Guide
AIM Helpful Links:
- AIM v12 December Year-End Checklist
- AIM v11 December Year-End Checklist
- Physical Inventory Tips and Tricks
New Entity Forms and Applications:
New Employee Forms:
State Tax Websites:
Tax Rates and Tables:
- Tax Rates – Individuals
- Standard Mileage Rates
- Per Diem Travel Rates
- Depreciation Tables
- Applicable Federal Interest Rates (AFR)
- Qualified 401(k) Plan Limits
- Wage Withholding Calculator
- County Finder Tool
- Currency Converter
- Loan Amortization Calculator
CT Property Tax Declaration Resources:
Archived Newsletters