Tax Resources

Use these resources to help you prepare for filing, understand what documents you may need, and access trusted tax information throughout the year.

Helpful Tax Resources

  • Tax Document Checklist

    Review a simple checklist of the income documents, identification, deductions, and other records you may need before filing.

    View Tax Checklist 

  • IRS Tools & Information

    Access official IRS tools, forms, refund information, payment options, and taxpayer resources.

    Visit IRS Resources 

  • Self-Employed Tax Resources


    Find helpful information for Schedule C filers, independent contractors, and business owners preparing for tax season.

    View Self-Employed Resources