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 (opens in a new tab)
• FY 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