Financial Tools

We’re always here to help our West Michigan clients with their tax needs, but we’ve also created an array of financial tools for you to help you manage your finances.

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We Are Always Here to Help, but We’ve Also Created a Bunch of Tools For You to Manage Your Finances On Your Own!

You’ll find just about everything you need to understand and comply with federal, state, and local tax regulations, including publications, forms, and filing deadlines. 

Resources & Calculators

Government Links

IRS Account

Create or sign in to your online account with the IRS to view your balance, view or create payment plans, make and view payments, access tax records, view tax pro authorizations and more. 

Useful Resources for Financial Management & Forecasting

IRS Publications

The IRS uses Adobe Acrobat PDF files as a means to distribute publications and other information. PDF files are provided for all IRS published products. To download and print a PDF file, you will need to have the Adobe Acrobat Reader software installed. You can download the latest version of Adobe Acrobat Reader FREE from the Adobe Reader download page on Adobe’s website.

Record Retention Guide

The IRS requires you to keep tax records for specific lengths of time, depending on which for it is. This guide will tell you the various lengths of time you need to keep your tax returns, your W-2 forms, your investment documents, and especially the requirements for any tax forms related to the Covid-19 pandemic.

Tax Due Dates

There are various due dates for your federal, state, and local taxes whether it’s your personal income taxes, your corporate taxes, your quarterly returns, your estimated taxes, your extension deadlines, and more. Check here for a guide to all of them

Tax Forms

Whether your business is a sole proprietorship, a partnership, a corporation, or LLC, you’ll find all the tax forms you need right here. Everything from your basic 1040 and W-4 employee withholding, the W-9 tax payer identification number, the Form 941 Employer’s Quarterly Federal Tax Return, and more. These are simple PDF files that you can download and complete easily using the Adobe Acrobat application.

Where Is My Refund?

You can start checking on the status of your refund within 24 hours after the federal government has received your e-filed return, or after 4 weeks from the date you mailed it into the IRS. If you believe your refund was lost, stolen, or destroyed, you can file an online claim if it’s more than 28 days from the IRS mailed your refund. To check on your refund status, click on this link: Where’s My Refund.


Other Tools & Resources

Tax Appointment Checklist

Personal information

  • Last years income tax if you are a new client
  • Name, address, Social Security number and Date of Birth for yourself, spouse and dependents
  • Dependent Provider, Name, Address, Tax ID and S.S.N.
  • Banking information if Direct Deposit Required

Income Data Required

  • Wages and/or Unemployment
  • Interest and/or Dividend Income
  • State/Local income tax refunded
  • Social Assistance Income
  • Pension/Annuity/Stock or Bond Sales
  • Contract/Partnership/Trust/Estate Income
  • Gambling/Lottery Winnings and Losses/Prizes/Bonus
  • Alimony Income
  • Rental Income
  • Self Employment/Tips
  • Foreign Income

Expense Data Required

  • Dependent Care Costs
  • Education/Tuition Costs/Materials Purchased
  • Medical/Dental
  • Mortgage/Home Equity Loan Interest/Mortgage Insurance
  • Employment Related Expenses
  • Gambling/Lottery Expenses
  • Tax Return Preparation Expenses
  • Investment Expenses
  • Real Estate Taxes
  • Estimated Tax Payments to Federal and State Government and Dates Paid
  • Home Property Taxes
  • Charitable Contributions Cash/Non-Cash
  • Purchase qualifying for Residential Energy Credit
  • IRA Contributions/Retirement Contributions
  • Home Purchase/Moving Expenses

Financial Calculator

The following is a complete list of our financial calculators.

Mortgage and Real Estate
Tax and Salary

Taxpayer Rights

Each and every taxpayer has a set of fundamental rights they should be aware of when dealing with the IRS. Explore your rights and our obligations to protect them.

The Right to Be Informed

Taxpayers have the right to know what they need to do to comply with the tax laws. They are entitled to clear explanations of the laws and IRS procedures in all tax forms, instructions, publications, notices, and correspondence. They have the right to be informed of IRS decisions about their tax accounts and to receive clear explanations of the outcomes.

The Right to Quality Service

Taxpayers have the right to receive prompt, courteous, and professional assistance in their dealings with the IRS, to be spoken to in a way they can easily understand, to receive clear and easily understandable communications from the IRS, and to speak to a supervisor about inadequate service.

The Right to Pay No More than the Correct Amount of Tax

Taxpayers have the right to pay only the amount of tax legally due, including interest and penalties, and to have the IRS apply all tax payments properly.

The Right to Challenge the IRS’s Position and Be Heard

Taxpayers have the right to raise objections and provide additional documentation in response to formal IRS actions or proposed actions, to expect that the IRS will consider their timely objections and documentation promptly and fairly, and to receive a response if the IRS does not agree with their position.

The Right to Appeal an IRS Decision in an Independent Forum

Taxpayers are entitled to a fair and impartial administrative appeal of most IRS decisions, including many penalties, and have the right to receive a written response regarding the Office of Appeals’ decision. Taxpayers generally have the right to take their cases to court.

The Right to Finality

Taxpayers have the right to know the maximum amount of time they have to challenge the IRS’s position as well as the maximum amount of time the IRS has to audit a particular tax year or collect a tax debt. Taxpayers have the right to know when the IRS has finished an audit.

The Right to Privacy

Taxpayers have the right to expect that any IRS inquiry, examination, or enforcement action will comply with the law and be no more intrusive than necessary, and will respect all due process rights, including search and seizure protections and will provide, where applicable, a collection due process hearing.

The Right to Confidentiality

Taxpayers have the right to expect that any information they provide to the IRS will not be disclosed unless authorized by the taxpayer or by law. Taxpayers have the right to expect appropriate action will be taken against employees, return preparers, and others who wrongfully use or disclose taxpayer return information.

The Right to Retain Representation

Taxpayers have the right to retain an authorized representative of their choice to represent them in their dealings with the IRS. Taxpayers have the right to seek assistance from a Low Income Taxpayer Clinic if they cannot afford representation.

The Right to a Fair and Just Tax System

Taxpayers have the right to expect the tax system to consider facts and circumstances that might affect their underlying liabilities, ability to pay, or ability to provide information timely. Taxpayers have the right to receive assistance from the Taxpayer Advocate Service if they are experiencing financial difficulty or if the IRS has not resolved their tax issues properly and timely through its normal channels.

Online Tax Calendar

View due dates and actions for each month. You can see all events or filter them by monthly depositor, semiweekly depositor, excise, or general event types. Visit this page on your Smartphone or tablet, so you can view the Online Tax Calendar on your mobile device.

View the Online Tax Calendar