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Client Resources

 

How do I get my tax documents to you?

1.   Drop off your documents in person at our office: 2025 E Beltline SE Suite #305

2.  US Mail to our office  (please keep a copy of your documents)

3.   Request secure document upload link

  

Where's my Refund?

How long should I keep my tax records?

Keep your tax records and related receipts and documentation for 7 years.

Financial Calculators

Will the IRS ever call me?

No! They communicate by letter through the mail. If you receive a call from someone claiming to be from the IRS,  Please DO NOT GIVE them any of your personal information!

Misc Helpful Forms 

1. For employers: W-4

2. Form MI W-4

3. Form W-9

4. Small business/Self employed Tax Due Dates

5.  Blank Tax Organizer

6.  Home Office Deduction Worksheet

7.  Form 1099 Requirements

8. Martin and Luxford Newsletter