Kreuser Financial & Tax Service, Inc.

Online Links & Resources

2021 Tax Appointment Information / Documents:  Please print, review and bring to your meeting.

If you received either the 3rd Covid-19 Economic Impact Payment (EIP) in late winter of 2021 and/or the advanced Child Tax Credit (CTC) starting in August, 2021, please bring a copy of the IRS Notice 1444-C and/or Letter 6419 you received from the IRS indicating proof of payment. Both are reconciled on your 2021 return and require exact figures.  Incorrect figures will result in a mismatch with the IRS and will result in a delay of processing your return.

Information on the 3rd EIP can be found here. Check the status of your 3rd EIP here.

Information on the ACTC can be found here. Check the status of your ACTC here.

 

   2021 Tax Preparation Service Agreement (Choose one format):

                             

 

   2021 Tax Checklist & Questionnaire (Choose one format):

                           

 

   2021 Itemized Deduction (Schedule A) Checklist (Optional):

                             

   2021 Business Income (Schedule C,E, F) Checklist (Optional):

                             

 

   2021 Tax Rates & Schedules Desk Reference (Optional):

                             

2021 Tax Resources

IRS Where's My Refund?

WI Where's My Refund?

Brown County Property Tax Records

Investment Research and Information

SIPC

Securities Investor Protection Corp

FINRA

FINRA (Financial Industry Regulatory Authority) home for individual investors.

US House of Representatives

Keep up with active legislation in the House.

US Senate

Keep up with active legislation in the Senate.

The White House

Tax Research and Information

IRS - Where's My Refund?

Please have your social security number, filing status, and amount of your refund available.

Wisconsin - Where's My Refund?

Please have your SSN/ITIN and amount of your refund to check on your refund's status.

College Planning and Funding

NACAC