Tax Preparation Resources

As a tax client of Alison Wealth, we encourage you to use this resource page to review additional terms, conditions, and representations of your 2022 taxes, download our tax packets to help get organized to ensure we don't miss any income or valuable deductions, and navigate via our quick links to different government websites to pay your tax bill.

In addition, you will find the last 2 years tax guides, plus the current year for your reference.

2022 Engagement Letter, Terms, Conditions, and Representations

• 2022 Tax Year 

Tax Informational Packets (Please upload back through our secure client portal)

• 2022 Individual Tax Packet
• 2022 Business Tax Packet
• 2022 Rental Property Packet

Financial/Investment Resources

• QuickBooks Support - Visit the corporate support website for QuickBooks.

Government Sites

• Internal Revenue Service
• California Franchise Tax Board
  
• South Carolina Department of Revenue
• Ohio Department of Taxation
• Massachusetts Department of Revenue

Online Tax Payments

• Pay Federal Taxes
• Pay California Taxes
• Pay South Carolina Taxes
• Pay Ohio Taxes
• Pay Massachusetts Taxes

Record Retention Guidelines

• Recommended Document Retention for Individuals
• Recommended Document Retention for Businesses

Tax Guides

• 2023 Tax Guide (Next Tax Filing Year)
• 2022 Tax Guide (Current Tax Filing Year)
• 2021 Tax Guide

Privacy Policies

• AWM Privacy Policy