Client Resources

Tax Resources

Tax Information Submission Guide

Tax Information Submission Guide – Accessible

2025-2026 Tax Checklist

2025-2026 Tax Checklist – Accessible

2025-2026 Individual & Business Tax Questionnaire

2024-2025 Nonprofit 990 Tax Questionnaire

 

Business Resources

Modified W-9

 

Accounting Resources

Managing Administrative Capacity

AA Monthly Service Details (for Prospective Clients)

Selected Accounting Terms Glossary