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Personal Tax Resources and Helpful Information

Documents

  • Individual Consent to Disclose Tax Return Information Form

    Download the consent form here.
    Download

  • Roth IRA Distribution Flowchart

    This chart provides an overview of the required minimum distribution rules for Roth IRAs as they apply to post-mortem options available.
    Download

  • SVA Records Retention Guide

    Downloadable .pdf file.
    Download

  • SVA Tax Reference Guide

    Downloadable .pdf of the SVA 2014 Tax Reference Guide.
    Download

  • The Roth IRA Conversion Decision

    This chart is a summary of the reasons why a client should consider converting to a Roth IRA. It also includes a checklist of actions needed to be taken for a successful Roth IRA conversion.
    Download

  • The Roth IRA Quadrants

    This chart provides a step-by-step explanation of the Roth IRA Distribution Rules. it also illustrates the benefits of naming a trust as beneficiary of a Roth IRA.
    Download

  • Top Ten Ways to Make Tax Filing Easier

    Avoid problems at tax time by taking these ten easy steps to make filing easier. Download this helpful .pdf.
    Download

  • Traditional IRA Distribution Flowchart

    This chart provides an overview of the required minimum distribution rules and the post-mortem options available.
    Download

Websites

  • Bank, Lending, Mortgage and Interest Rates

    Keep up-to-date on changing rates.

    Visit this website

  • Check Your Federal Refund

    Click here to check your federal refund from the IRS.
    Visit this website

  • Check Your State Refund

    Select your state:
    Visit this website

  • Current Exchange Rates

    Track the US dollar against foreign currency.

    Visit this website

  • Illinois Department of Revenue

    The official website of the Illinois Department of Revenue

    Visit this website

  • Internal Revenue Service

    The official website of the Internal Revenue Service (IRS).

    Visit this website

  • SVA Web Tax Guide

    Visit this website

  • U.S. Social Security Administration

    The official website of the U.S. Social Security Administration

    Visit this website

  • Wisconsin Department of Revenue

    The official website of the Wisconsin Department of Revenue

    Visit this website