Resources
Helpful Links
Blog
Read up on current tax topics on our blog.
IRS links
Create an IRS account to easily access various tax information:
https://sa.www4.irs.gov/eauth/pub/es_general.jsp
Check the status of your Tax Return or Refund:
www.irs.gov/refunds
Federal Income Tax Payments:
https://www.irs.gov/payments
Federal Payroll Tax Payments:
https://www.irs.gov/payments/eftps-the-electronic-federal-tax-payment-system
Foreign Electronic Payments:
https://www.irs.gov/individuals/international-taxpayers/foreign-electronic-payments
Check Your Organizations Tax Exempt Status or Eligibility to Receive Tax-Deductible Contributions:
https://www.irs.gov/charities-non-profits/tax-exempt-organization-search.
Social security administration links
Get a copy of your SSA Statement
https://www.ssa.gov/myaccount/statement.html
Florida based links
Manager or Change Business Registrations:
https://dos.myflorida.com/sunbiz/manage-business/efile/
Florida Department of Revenue FAQ’s Page:
https://floridarevenue.com/faq/Pages/FAQSearch.aspx?Cat=4
quickBooks tutorials
Getting Started Tutorials:
https://quickbooks.intuit.com/learn-support/en-us/tutorials?product=QuickBooks%20Online&tutorial=get-started&page=1
Downloads
Due Date List
Important Federal Tax Due Dates:
Download
Records Retention Guide
This Guide provides recommended minimum periods of time for retaining important documents. Certain circumstances may change these recommendations. Please consult your JMB Principal for more information:
Download
Tax Organizer - 2023
Use this organizer as a guide to gather the necessary documents for your tax return:
Download
Tax Planning Guide 2023-2024
Year-round strategies to make the tax laws work for you:
Download
Portal Tutorial videos
This tutorial covers the basics of how to log in for the first time and the basic navigation of the portal.
This tutorial specifically covers how to complete your electronic tax organizer.
This tutorial covers the basics of how to upload and download documents.
This tutorial covers how to add and remove users from the portal. This is a great feature if you have a bookkeeper, financial advisor, assistant, or anyone else that you would like to have access to upload or download documents on your behalf. It will also go over the available security roles you can assign to each user.