Tax Center

Tax Center

•    Download 2009 Tax Organizer
•    Track your refund
•    Find tax due-dates
•    Fed and State tax assistance
•    Stay on top of important tax news

1040 Full Organizer 2009

Use this link to download a full tax organizer with all schedules in Adobe (pdf) file format to help in organizing your 2008 tax files.

Or you can download just the files you need with these links below.

1040 Basic Organizer Use this link to download just the Form 1040 (Personal Income Tax Return) tax organizer for 2009 with Itemized Deductions (Schedule A) and Interest and Dividend Income (Schedule B).

Schedule C and Home Business Expenses This link will download Schedule C – Business Income and Expense as well as the Form 8829 – Expenses for Business Use of Your Home.

Schedules D, E and F This link will download Schedule D – Capital Gains and Losses; Schedule E – Supplemental Income and Loss; and Schedule F – Profit or Loss from Farming.

K-1 Forms This link will download versions of Form K-1 for Partnerships; S Corporation; and Fiduciary (Trust).

Form 2106 Download Form 2106 for Employee Business Expenses that have not been reimbursed by your employer.

Form 2441 Download Form 2441 to file for Child and Dependent Care Expenses.

Form 4952 Download Form 4952 – to file for Investment Interest Expense.

Form 8606 This link is for iinformation on Nondeductible IRAs and Distributions from Traditional, SEP, and Simple IRAs; Conversions; and Distributions from Roth IRAs.

IRS Refund Tracking
If you file electronically, expect your refund in 3 weeks or less. If you mailed your tax return to the IRS, expect to wait up to 6 weeks for your refund. Use this link to know where your federal tax refund is NOW.
* For Those of Our Clients Outside Texas with State Income Tax – The above link will also help you find your state and research when you should receive your state tax refund.
Our Tax calendar found on the Resources Menu is the most comprehensive due-date calendar available. It allows you to find due dates for all your federal and state income tax, sales tax and payroll tax returns including fiscal year returns.
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