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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.


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.

Federal Tax Forms & IRS Publications

IRS Information on the Tax Cuts & Jobs Act

Employee Benefit Form and Resources

For nonprofit presentations, checklists, and other resources, please email nonprofit@windes.com.

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 Advisor Newsletter

Employee Benefits News