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Resource Center

Intake/Interview & Quality Review Sheet

This comprehensive form is used in connection with the IRS volunteer income tax preparation program.

​However, it can be used as a handy source for collecting vital information from taxpayers to ensure the preparation and completion of accurate returns .
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Intake/Interview Sheet
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IRS Help

Visit the official Internal Revenue Service site to get refund status, tax forms, news, and other important information. 

For helpful IRS videos, visit the IRS YouTube Channel HERE.

Use the IRS Withholding Calculator to ensure that you are withholding the right amount of taxes from your paycheck. 

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Financial Calculators

Bankrate has a variety of financial calculators to estimate anything from debt payoff and retirement planning to mortgage and auto loans.


Business Worksheets

​Tax Form Processing LLC has many excellent tax worksheets to organize your small business. 

Download Business Income & Expense, Rental Income & Expense, and Occupational Deduction worksheets HERE.

​​Free Financial Guidebooks
​Building Wealth:
​A Beginner’s Guide to Securing Your Financial Future
​Financial Integrity:
​Transforming Your Relationship with Money
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Click on image to view.
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Other Useful Sites, Guides, and Forms

Individuals & Small Business Owners

HealthCare Coverage

Social Security Online

U.S. Small Business Administration

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​Donation Valuation Guides

Goodwill Industries
 
​The Salvation Army


​Wills & Other Legal Forms

Do Your Own Will Online

U.S. Legal Forms*

*Check with your local library for possible free online access.
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