Tax ResourcesClient ChecklistTax checklist is provided for our client’s convenience in organizing their records. Important FormsAccess & Download the necessary forms to complete your tax files. Track Your RefundTrack the progress of your tax refund here. IRS PublicationsRead the most recent publications from the IRS. Record RetentionHow long should you keep your records? Find out here. Tax Due DateView & Download the tax calendars here. Tax TablesFederal Tax Rates, Personal Exemptions, and Standard Deductions.