Resources
A collection of tools and insights designed to simplify the details, answer common questions, and help you stay informed as your financial needs evolve.
PDFs
Items Needed to Prepare a Trust Return
Checklist of documents needed for trust tax preparation.
Items Needed To Prepare an Individual Tax Return
Checklist of documents needed for individual tax preparation.
Items Needed To Prepare a Business Tax Return
Checklist of documents needed for business tax preparation.
Income Tax Engagement Agreement
Engagement letter for income tax services.
Individual Client Intake Sheet
Fillable intake form for new individual clients.
Business Client Intake Sheet
Fillable intake form for new business clients.
Form W-9 (Spanish Version)
Request for Taxpayer Identification Number and Certification (Spanish).
Form W-9
Request for Taxpayer Identification Number and Certification (English).
Form W-4N
Nebraska employee withholding allowance certificate.
Form W-4 (Spanish Version)
Employee's Withholding Certificate (Spanish).
Form W-4
Employee's Withholding Certificate (English).
Form I-9 (Spanish Version)
Official employment eligibility verification form (Spanish).
Form I-9
Official employment eligibility verification form (English).
Links
Child Tax Credit Application
Apply for the Nebraska child care refundable tax credit.
Child Tax Credit Information
Information about Nebraska child care tax credit programs.
Where's My Iowa Refund
Check the status of your Iowa state tax refund.
Where's My Nebraska Refund
Check the status of your Nebraska state tax refund.
Where's My IRS Refund
Check the status of your federal tax refund.
National Association of Enrolled Agents
Professional organization for enrolled agents and tax practitioners.
Iowa Department of Revenue
Iowa state tax agency for filings and tax information.
Nebraska Workforce Development
Nebraska Department of Labor resources for employers and workers.
Nebraska Department of Revenue
Nebraska state tax agency for filings, payments, and tax information.
Internal Revenue Service
Official IRS website for federal tax information and resources.
Safe Send
A fast, secure way to send, sign, and receive confidential information.
C&A Financial
Practical strategies for retirement, portfolios, and long-term goals, tailored to individuals and business owners.
MoneyGuide Pro
We use MoneyGuide Pro to simplify complex planning, giving you insight into your future with easy-to-understand visuals.
