Trenda B. Hackett, CPA
Call us at: 800-218-3011
2011 Tax Organizer-Simple
Tax Resources
Complete this packet if you have W-2 form(s) and do not itemize and you do not have a business.
We are happy to provide you with the tools and information you need to succeed. The following tax resources and information is provided at your fingertips to assist you in organizing your financial and tax records and provide answers to your tax questions so that we may assist you in the best way possible.
2011 Tax Organizer-Short
Complete this packet if you have W-2 form(s) and you have itemized deductions and you do NOT have expenses from a business.
2011 Tax Organizer- Long
Complete this packet if you have a business or rental property in addition to W-2s, 1099s and other income and other expenses.
General Information
Click below to get general information from IRS website for individuals including downloading forms and publications, estimating your federal tax withholding and much, much more
IRS Refund Status
Determine the date and amount of your refund that will be deposited or mailed. Also determine whether the IRS or other federal agency will take your refund. You will need SSN, filing status and amount of refund.
Received a letter from IRS
Received a letter from IRS and don't understand why or what the letter means? Jot down the Notice number from the top right hand corner of the letter and click the link below for an explanation of the letter.
General Information
Click below to get general information from IRS website for businesses including downloading forms and publications, making payment arrangments and much, much more
Obtain a Tax ID Number (EIN)
Click below to get information and to apply for and receive a tax identification number (EIN) on-line. You will get your EIN immediately from IRS. Contact our office if you have questions.
Payroll Taxes for Businesses
Click below to get information to determine you are required to withhold taxes for your workers. Also get information on filing requirements.
IRS Information for Individuals
IRS Information for Businesses
2011 Tax Checklist and Organizers
General Information
Click below to get general information from IRS website for non-profits and charities including downloading forms and publications, and applying for tax exempt status and much, much more
Check Your Exempt Status
Click below to get information to determine if your organization is still tax exempt. Also check to see if a charity you wish to donate to is tax exempt.
Educational Information
Click below to get information on applying for tax exempt status, maintaining your tax exempt status, filing requirements and much, much more
IRS Information for Non-profits and Charities
