VII OF IX · UNDER PROFESSIONAL TOOLBOX
Forms, links, and useful starting points .
I / III · TAX RESOURCES
STATUS CHECKS · ALERTS · GUIDANCE
A short list of the resources I most often point clients toward. The ACA changes year to year; refund timing varies; mileage rates shift. These links go straight to the federal and Arkansas-state authorities — bookmark whichever you need. If something on this page is out of date or you need the current year's IRS guidance for your situation, call the office.
- Affordable Care Act (ACA) Find Out How the Affordable Care Act Will Affect You
- Where's My Federal Refund? Check the Status of Your Federal Tax Refund Online
- Where's My AR Refund? Check the Status of Your Arkansas State Refund Online
- Fraud Alerts IRS Tax Fraud Alerts
- Helpful Information Protect Yourself From Identity Theft
- Mileage Rate IRS Standard Mileage Rates
II / III · CLIENT FORMS & IRS DOCUMENTS
ORGANIZER · W-9 · W-4 · 1040 · SCHEDULES
The intake organizer below is the workbook I send new individual clients before our first meeting — fill it out as best you can; we tighten the rest in person. The IRS forms below are the canonical PDFs straight from irs.gov. If you've received an IRS notice that mentions a form not listed here, bring it to the consultation and we'll work through it together.
- Form W-9 Request For Taxpayer Identification Number & Certification
- Form W-4 Employee's Withholding Allowance
- Form 1040 U.S. Individual Income Tax Return
- Form 1040 (Schedule 1) Additional Income and Adjustments to Income
- Form 1040 (Schedule 1-A) Additional Deductions
- Form 1040 (Schedule 2) Additional Taxes
- Form 1040 (Schedule 3) Additional Credits and Payments
III / III · A NOTE FROM REBECCA
WHEN IN DOUBT · CALL THE OFFICE
Tax law moves faster than any list of links. If a form isn't here, if a number on a notice doesn't make sense, or if you're not sure which schedule you need — call the office at 479.966.4277. I prepare the return, I sign the work, and I answer the phone. That hasn't changed since 1996.