Tax Season

** First Quarter Tax Estimates are due April 15th **

Call for Appointment 417-533-5277

  • ACA (Affordable Care Act) Hardship Application
  • W-9 Request for Taxpayer Identification Number and Certification
  • Health Care Coverage Worksheet
  • Personal Information Worksheet
  • Earned Income Credit Worksheet
  • Please be prepared to provide additional documentation if you qualify for Earned Income Credit or College Tuition Credits.
  • Faron is available for appointments every day except Sundays and Whitney is available for appointments on Saturdays in Lebanon. If these times do not work for you, please contact our office (417-533-5277) and we will do our best to accommodate your needs.
  • Don’t forget that we will need your RTN and bank account number if you are going to be direct depositing your refund into your account.  This account must have the taxpayer’s name, and spouse’s name if applicable, in order for the deposit to be successful.
  • Please notify us of any address changes when dropping off your information.  Also, if you have any new dependents, we will need their birthdate and SSN (preferably a copy of their social security card).
  • We encourage you to use our tax organizers located on our website, as they are very helpful in preparing your return.

Helpful Tax Related Links

Storing Tax Records:
How Long is Long Enough??
Federal law requires tax returns and supporting documents to be saved for three years.  However… if the IRS believes you have significantly underreported income (by 25% or more), or believes there may be indication of fraud, it may go back six years in audit.

Where’s My Federal Refund
This link allows you to check the status of your refund.  You will need the taxpayer social security number, filing status, and amount of refund.  All of this information can be found on your tax return.  You can also call 800-829-4477 to check the status of your refund.

Tax Forms
Federal Form 1040
Federal Estimated Tax Forms

Where’s My Missouri Refund
Check the status of your Missouri Return at this link. If you prefer to use the telephone to obtain the status of your tax return, you may call (573) 526-TAXX (8299).

Do You Qualify for EITC?
EITC (Earned Income Tax Credit) is a tax credit for people who work(ed) and did not make much money.  If you meet the requirements for EITC, and the EITC exceeds the amount of taxes owed, it results in a tax refund to those who claim and qualify for the credit.

How Much was My Unemployment Benefits?
Use this link to find the amount of unemployment insurance benefits paid and taxes withheld for previous years.  You can select a benefit year and print the information for your records.

Do You Need to File a Federal Income Tax Return?
Every year millions of people file Federal Income tax returns even though they are not required to.  Find out if your income is below the filing amount.

For more information or details, please discuss tax updates and/or questions with your tax professional.

IRS Helplines:
1-800-829-1040 (individuals)
1-800-829-4933 (businesses)