Resources

Here is a master list of a list of links to resources you may need for your taxes or general finanical management both personally or professionally.

Organizers

My 1040 Data: Online tool for organizing and managing your tax documents. My1040Data

IRS Websites

Where’s My Refund?: Track the status of your federal tax refund. Where's My Refund?
Payment Link: Make secure tax payments directly to the IRS. Direct Pay
Forms & Publications: Access and download IRS tax forms and publications. IRS Forms
W-4: Form for TraineR to withhold federal income tax. 2024 Form W-4

Missouri Department of Revenue

Missouri (MO)Where’s My Refund?: Track the status of your Missouri state tax refund. Missouri Return Tracker
Payment Link: Make Missouri state tax payments securely. Payment Link
W-4: Form for employees to withhold Missouri state income tax. MO W-4
MO 149 Sales Tax: Form for sales and use tax exemption in Missouri. MO 149

Ilinois Department of Revenue

Where’s My Refund?: Track the status of your Illinois state tax refund. Illinois Refund Status (example link, please confirm correct URL)
Payment Link: Make Illinois state tax payments securely. Payment Link (example link, please confirm correct URL)

Secretaries of State

MO SOS: Access Missouri Secretary of State services and resources. Missouri SOS
IL SOS:
Access Illinois Secretary of State services and resources. Illinois SOS

Social Security Administration

Social Security Administration: Information on social security benefits and services. SSA

FAFSA

FAFSA: Apply for federal student aid and manage your financial aid. FAFSA

St. Louis County

St. Louis County: Official website for St. Louis County government services. St. Louis County
Personal Property and Real Estate: Search for personal property and real estate information in St. Louis County. Personal Property Search

St. Charles County

St. Charles County: Official website for St. Charles County government services. St. Charles County
Personal Property and Real Estate: Access personal property and real estate information in St. Charles County. Personal Property and Real Estate

Client Resources

New clients can find important forms here. Existing clients we have put together resources for your financial journey.

2023 Tax Prep Instructions

Clients please use this form to prepare for your tax filings this year.

Download

Tax Disclosure Consent

If we are preparing and filing your taxes, we will ask you to fill this consent form.

Download