Tax organizers, useful links, and tools to help you stay prepared.
Download and complete the appropriate organizer before your appointment to help us prepare your return accurately and efficiently.
For individual taxpayers filing a personal 1040 return.
For self-employed individuals and sole proprietors (Schedule C).
For businesses operating as partnerships filing Form 1065.
For landlords and property owners with rental income (Schedule E).
For S-Corp shareholders and businesses filing Form 1120-S.
Estimate your 2025 federal income tax — brackets, effective rate, and refund or balance due.
Use this tool to estimate the correct amount of tax your employer (W-2) or pension provider should withhold each year.
Access IRS tools, check refund status, and find federal tax forms.
Pennsylvania state tax information, forms, and refund status.