Financial Resources

Find Essential Tax & Financial Resources Here

Star Tax & Accounting understands how important it is for individuals and businesses to stay informed and access the right financial resources. We are here to simplify your process and help you unlock your financial potential with tools to help you operate your business more efficiently, maximize your financial opportunities and grow your business. We are dedicated to guiding you toward financial success with our comprehensive tax and accounting services in Schofield, WI. Call 715-298-6969 and schedule your consultation now!

Businesswoman Working in Office — Schofield, WI — Star Tax & Accounting

Why You Need Access to Financial Resources

  • Tax Strategy Optimization
  • Timely Tax Filing
  • Audit Preparedness
  • Simplified Tax For Completion
  • Compliance and Avoiding Penalties
  • Peace Of Mind

Navigate Your Finances Today

Essential documents provided by the Internal Revenue Service for individuals and businesses to report their income, deductions, and credits accurately during tax filing.

These publications act as your compass, guiding you toward compliance and optimized tax strategies.

TAX RATES

Check the percentage at which income and other taxable items are taxed, determining the amount owed to the government based on specific income levels.

TAX DUE DATES

The percentage at which income and other taxable items are taxed, determining the amount owed to the government based on specific income levels.

TAX APPT CHECKLIST

A helpful checklist to prepare and organize necessary documents before meeting with tax professionals, ensuring a smooth and efficient tax appointment.


Tax Appointment Checklist

Personal information 

  • Last year’s income tax if you are a new client
  • Name, address, Social Security number and Date of Birth for yourself, spouse and dependents
  • Dependent Provider, Name, Address, Tax ID and S.S.N.
  • Banking information if Direct Deposit Required

Income Data Required 

  • Wages and/or Unemployment 
  • Interest and/or Dividend Income
  • State/Local income tax refunded
  • Social Assistance Income
  • Pension/Annuity/Stock or Bond Sales
  • Contract/Partnership/Trust/Estate Income
  • Gambling/Lottery Winnings and Losses/Prizes/Bonus
  • Alimony Income
  • Rental Income
  • Self Employment/Tips
  • Foreign Income

Expense Data Required 

  • Dependent Care Costs
  • Education/Tuition Costs/Materials Purchased
  • Medical/Dental
  • Mortgage/Home Equity Loan Interest/Mortgage Insurance
  • Employment Related Expenses
  • Gambling/Lottery Expenses
  • Tax Return Preparation Expenses
  • Investment Expenses
  • Real Estate Taxes
  • Estimated Tax Payments to Federal and State Government and Dates Paid
  • Home Property Taxes
  • Charitable Contributions Cash/Non-Cash
  • Purchase qualifying for Residential Energy Credit
  • IRA Contributions/Retirement Contributions
  • Home Purchase/Moving Expenses

A service that allows individuals and businesses to receive regular updates and reminders about important tax dates and deadlines to stay on track with their tax responsibilities.

Tools provided by the IRS to help employees calculate the appropriate amount of taxes to be withheld from their paychecks, ensuring accurate tax payments throughout the year.

RECORD RETENTION GUIDE

A reference document outlining the recommended timeframes for retaining various financial and tax records, helping individuals and businesses maintain organized and compliant record-keeping.

An online tool offered by the IRS that enables taxpayers to track the status of their tax refunds after filing their tax returns, providing real-time updates on refund processing.

Ready to harness the power of these financial resources for your business's success? Schedule a consultation with our tax and accounting experts today!

Schedule a Consultation
Share by: