Tax Forms & Resources

Helpful TMS Forms

• 2025 Tax Organizer - Our customized online tax planning checklist
• TMS Estate Directory Fillable Form
• TMS Bill Pay Schedule Fillable Form

Featured Links

• Internal Revenue Service
• Internal Revenue Service - Refund Status
• Life Happens - Be Prepared - Learn about which types of insurance are best for you.
• Social Security Administration
• Valuation Guide for Goodwill Donors
• Valuation Guide for Salvation Army Donors
• Valuation Guide for St. Vincent De Paul Donors
• Wisconsin Dept of Revenue
• Wisconsin Dept of Revenue - where's my refund?
• Minnesota Dept of Revenue
• Minnesota Dept of Revenue - where's my refund?

Tax Resources *For Tax Clients only

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.

• Tax Forms - A full set of downloadable forms from the IRS
• Tax Calendar - A list of important dates from the federal tax calendar
• Tax Publications - A full set of downloadable publications from the IRS
• Tax Rates - Tables to enable you to find your federal marginal income tax rate
• SecureFile Pro Login

New Hire Forms For Employers

For your convenience, we have provided links to the current, printable forms used by employers for new hires.

• Form W4
• Form WT4
• Form W9
• Form I9 Employment Eligibility Verification
• Employee Direct Deposit Form

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

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