Tax return resource page

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Tax Season 2021

2020 Tax Organizer Fillable

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New Client Questionnaire Fillable

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Returning Client Questionnaire Fillable

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Tally Up Newsletter

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Tax Guides and Tax Organizers

2020 Tax Guide

Download the 2020 Tax Guide

2019 Tax Guide

Download the 2019 Tax Guide

2018 Tax Guide

Download the 2019 Tax Guide

2020 Tax Organizer

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2018 Individual Client Organizer

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Client resources

3 Easy Tips for Tax Season Success

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Time to Tally Up

Newsletter

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Portal Basics

DrakeSoftware

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Government Forms

Form W-4

Download Form W-4 from irs.gov

Form W-9

Download Form W-9 from irs.gov

Form I-9

Download Form I-9 from uscis.gov

Government Websites

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

Quick Links

Refund Tracker

Use our refund tracker to quickly check the status of your refund.

State Department Sites

Get more state-specific tax information straight from your state government's website.

IRS - Get My Payment

Go to irs.gov