Track Your Refund:
Tax Preparation Resources:
- 2022 Miscellaneous Tax Items
- IRS Tax Filing Tips
- How To Download & Complete Tax Organizer
- How To Scan & Securely Upload Tax Documents
- How To Download & Save PDF Tax Return Package
Client Tax Preparation Aids – 1099 Preparation:
Client Tax Preparation Aids – 1040 Tax Organizers:
- 2022 Tax Organizer, Engagement Letter, and Mileage Work Sheet
- 2022 Tax Organizer, Engagement Letter, and Mileage Work Sheet – Short Form
- 2021 Tax Organizer, Engagement Letter, and Mileage Work Sheet
- 2021 Tax Organizer, Engagement Letter, and Mileage Work Sheet – Short Form
- 2020 Tax Organizer, Engagement Letter, and Mileage Work Sheet
- 2020 Tax Organizer, Engagement Letter, and Mileage Work Sheet – Short Form
Federal Tax Forms and Information:
- 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
New Entity Forms and Applications:
New Employee Forms:
State Tax Forms and Information:
Tax Rates and Tables:
- Tax Rates – Individuals
- Mileage and Per Diem Travel Rates
- Depreciation Tables
- Applicable Federal Interest Rates (AFR)
- Qualified Plan Limits
- Wage Withholding Calculator
- County Finder Tool
- Currency Converter
- Loan Amortization Calculator
Client Tax Preparation Aids – 1040 Preparation:
- Tax Data Checklist (“What to Provide Us For Your Tax Return Preparation”)
- Auto, Travel, and Business Log – PDF
- Auto, Travel, and Business Log – XL
AIMSi Helpful Hints:
- AIM v12 December Year-End Checklist
- AIM v11 December Year-End Checklist
- Physical Inventory Tips and Tricks
Archived Newsletters