Resources

Following are some of the most commonly requested financial tools and resources..

• Financial planning tools — http://www.kiplinger.com/fronts/archive/tool/index.html
• IRS tax publications and forms — https://apps.irs.gov/app/picklist/list/formsInstructions.html
• Check refund status
  • Federal — https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp
  • MN Refund Status — https://www.mndor.state.mn.us/tp/OnlineServices/_/
  • IRS Make a Payment — https://www.irs.gov/payments
  • MN Make a Payment — https://www.mndor.state.mn.us/tp/onlineservices/_/

General Forms

• Fee Schedule
• Federal and state tax payment instructions
• Questionnaire
• Organizer
• Engagement Letter
• Consent for Disclosure
• Record Retention for Individuals

Payroll

• Form W-4
• MN Form W-4MN
• W-4P
• MN Form W-4MNP
• Direct Deposit Authorization

Tax Forms/Resources

• Schedule C
• Schedule E
• Schedule F
• Mileage and Expense Log
• MN K-12 Education Subtraction