Tools, Resources & Calculators

Events Calendar

The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

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

Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.

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, but we also provide the tools and resources that help you make informed decisions all year long. Use our event calendar, accounting articles, and federal tax forms to jumpstart your accounting process. 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.

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



Should I refinance my mortgage? How much do I need to save for my child’s college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in the decision making process.