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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.   Click here to be directed to the Secure Document Upload page 


How will I receive my completed Tax Return 

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.  Tax Withholding Estimator (W4 Calculator)

5.  Small business/Self employed Tax Due Dates

6.  Blank Tax Organizer

7.  Home Office Deduction Worksheet

8.  Form 1099 Requirements

9.   Martin and Luxford Newsletter

10.  P & L for Gig Workers who receive a 1099K


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