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Helpful Links

At SRA, we take responsibility for making your financial oversight and guidance more easily accessible. Below you will find links to commonly requested resources.

More than a Tax Return

Understanding how to strategically plan based on your past, present and potential future for your taxes is critical. This video lays out simple and productive fundamentals for taking care of your taxes.

Inflation Reduction Act

What you need to be aware of with current proposed IRS improvements.

Tax Preparation Checklist

To make your process easier and more efficient, we suggest you take a quick look at this checklist to pre-determine possible information we may need to do our best work for you.

Tax Forms

Form W-9 for contractors – Request for Taxpayer Identification Number and Certification

Form W-4 for employees – Employee’s Withholding Allowance Certificate

Business Income Worksheet

Use this Business Income Worksheet to organize income, expenses, costs of goods sold, and other business related expenses.

Rental Income Worksheet

Use the Rental Income Worksheet to organize income and expenses related to your rental properties.