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Use this tool to access all current year IRS forms and publications. They are available for download in PDF format. To read PDF files, you must have Adobe Acrobat Reader installed.

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The Tax Notebook allows our clients to complete their annual income tax organizer online and submit it electronically to our office. Save your organizer while in progress and complete at your convenience.

Guidelines & Checklists

  • Individual Record Retention Guidelines

    A quick reference guide for record retention for Individuals.

  • Business Record Retention Guidelines

    A quick reference guide for record retention for businesses.

  • An Internal Control Checklist

    Checklist for recognizing warning signs and preventing problem situations in your company’s internal controls.

Resource Articles

By Sean M. Patton, CPA, Cordell, Neher & Company, PLLC, Wenatchee Certified Public Accountant In…

In this issue of the Tax Report: Employer’s Convenience Business Use Exclusive and Regular Use…

When Will I Get My Refund? WASHINGTON — The Internal Revenue Service today reminded taxpayers…

By Kristine Loomis, CPA, CVA Daily we hear about a new data breach exposing personal…

Affordable Care Act Worksheet We know that the Affordable Care Act (“ACA”) is confusing and…

Republished from the IRS Tax Tips Jan. 19, 2016 Newsletter. It’s always a good idea…

When I got home from work the other day, I was greeted by two very…

By Mariette “Pete” Luchini, CPA, Wenatchee Certified Public Accountant Whether your child is an infant…

By Timothy M. Dilley, CPA, Wenatchee Certified Public Accountant Where does your money go? If…

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