Tools & Resources
The resource center is intended to make it as easy as possible for our clients to find the information that they need. Should you need any assistance, please don't hesitate to ask.
Get started with the right paperwork.
Outlines the accounting & tax services we provide. PDF.
What our CFO advisory engagement looks like. PDF.
Complete and email to sonya@stjohnfinancialgroup.com. PDF.
Documents to gather before your tax appointment.
Checklists, guides & references.
Record Retention Guide
How long to keep tax records and other supporting documents.
Tax Appointment Checklist
Documents to gather before your tax preparation appointment.
Tax Due Dates
Federal filing deadlines for the year, at a glance.
Taxpayer Rights
The IRS Taxpayer Bill of Rights: what you're entitled to.
Tax Glossary
Plain-language definitions of common tax terms.
Subscribe to Tax Calendar
Add tax deadlines directly to your personal calendar.
Straight from the source.
IRS Forms & Publications
Browse the full library of official IRS forms, instructions, and publications on irs.gov.
Federal Tax Rates & Brackets
Current federal income tax brackets and rates, published by the IRS.
IRS Withholding Calculator
Estimate the right amount of federal income tax to withhold from your paycheck.
Where Is My Refund?
Check the status of your federal income tax refund.