Tools & Resources

At Windes, we believe in providing proficient accounting advisory to our clients. We not only give you tax advice and services tailored to your business needs, we also provide the tools and resources that help you make informed decisions all year long.

Our Client Tax Organizer can help you compile your tax information, while our newsletters offer accounting articles that keep you informed of the latest laws and regulations. Your business deserves your full attention – so be sure to check back often for new articles and information for tax advice and accounting tips.

Client Tax Organizer

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a “proforma” tax organizer that includes prior year information and carryover data.

Federal Tax Forms & IRS Publications

Employee Benefit Form and Resources

For nonprofit presentations, checklists, and other resources, please email

Due Diligence Checklist for Mergers & Acquisitions: Employee Benefit Plan Issues

Record Retention Guidelines

Step-by-Step Guide to Forming an Exempt Organization

Solutions Newsletters

Tax Alerts

Audit & Assurance News Alerts

Nonprofit Newsletter

Employee Benefits News