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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.

TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze. Upload or snap photos of your tax documents year-round and store them with bank vault security. Electronically sign your tax documents from anywhere. no more office visits. No more paper organizers. Your tax professional’s work is complicated, your part should not be.

Have questions? Call our office at (509) 663-1661.

Due Dates

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.

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