Online Links & Resources
2025 Tax Year Appointment Information:
Please print, review/complete and bring to your meeting.
2025 Tax Preparation Service Agreement: (Required)
2025 Tax Checklist & Questionnaire: (Required)
2025 Schedule A (Itemized Deductions) Checklist: (Optional)
2025 Schedule E (Rental Income) Checklist: (Optional)
2025 Schedule F (Farm Income) Checklist: (Optional)
2025 Tax Rates & Reference (Coming Soon):
2025 Tax Resources
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 social security number and amount of your refund to check on your refund's status.
Investor Research and Information
FINRA
FINRA (Financial Industry Regulatory Authority) home for individual investors.