Resources

Downloadable Documents

Checklists and reference tables to help you stay organized and prepared.

Tax Checklists

Start with the right records

Use these quick reference documents to prepare for your next tax conversation.
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Individual Tax Document Checklist

A simple checklist for gathering personal income, deduction, and credit documents.

Download
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Business Tax Document Checklist

A practical list of records small business owners should collect before filing.

Download
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Self-Employment Questionnaire

A worksheet to organize income, expenses, mileage, and contractor details.

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Federal Withholding Tables

Current monthly withholding information

Keep the latest withholding schedules close at hand for payroll planning.
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2026 Federal Monthly Withholding Tables

IRS Publication 15-T monthly withholding schedule for 2026.

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Have Questions About Any of These Documents?

We're happy to walk through anything that's unclear.

Schedule a Consultation

Or call the office directly at 912-335-5404