VII OF IX · UNDER PROFESSIONAL TOOLBOX
Everything you need, before you walk in the door .
I / III · TAX RESOURCES
STATUS CHECKS · ALERTS · GUIDANCE
Direct links to the sources I send clients most often — federal and Arkansas-state authorities, no detours. Refund status, ACA updates, mileage rates, fraud alerts. Bookmark what you need; call the office if you need the current year's guidance for your specific situation.
- Affordable Care Act (ACA) Coverage requirements, exemptions, and what changes for the current tax year.
- Where's My Federal Refund? Track your federal refund directly on the IRS site — updated daily.
- Where's My AR Refund? Track your Arkansas state refund through the ATAP portal.
- Fraud Alerts Current IRS scam and phishing alerts — know what to ignore and what to report.
- Helpful Information IRS guidance on protecting your Social Security number and filing rights.
- Mileage Rate Current per-mile rates for business, medical, and charitable driving.
II / III · CLIENT FORMS & IRS DOCUMENTS
ORGANIZER · W-9 · W-4 · 1040 · SCHEDULES
The tax organizer is what I send new clients before our first meeting. Fill it in as far as you can — we sort out the rest together. The IRS forms below are direct from irs.gov. Got a notice that references something not listed here? Bring it to the consultation.
- Form W-9 Required when a business pays you as a contractor. Certifies your TIN.
- Form W-4 Tell your employer how much federal income tax to withhold from each paycheck.
- Form 1040 The primary federal return for individual filers.
- Form 1040 (Schedule 1) Reports income beyond wages — freelance, alimony, rental, and more.
- Form 1040 (Schedule 1-A) Itemized deductions — mortgage interest, charitable giving, and related adjustments.
- Form 1040 (Schedule 2) Self-employment tax, AMT, and other taxes beyond the standard liability.
- Form 1040 (Schedule 3) Education credits, foreign tax credits, and other payments that reduce what you owe.
III / III · A NOTE FROM REBECCA
WHEN IN DOUBT · CALL THE OFFICE
Tax law changes faster than any page of links. If a form isn't here, if a notice number doesn't make sense, or if you're unsure which schedule applies — call the office at 479.966.4277. I prepare the return, I sign the return, and I pick up the phone. That's how it's worked since 1996.