Forms & trusted guidance

Tax resources,
made easier to find.

Use these links to find official forms, check refund status, understand common tax topics, and download practical reference guides.

Government links are identified by source so you know where the information comes from.

01

Federal resources

IRS forms and guidance

IRS.gov

Federal tax forms and instructions

Search, view, and download current IRS forms, instructions, and publications for individual and business filings.

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IRS.gov

Track your federal refund

Use the official IRS refund tracker after filing. Have your Social Security number, filing status, and exact refund amount ready.

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IRS.gov

Credits and deductions

Learn how federal tax credits and deductions work and explore common benefits for families, education, energy, and other expenses.

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IRS.gov

Retirement contribution guidance

Review contribution rules, annual limits, deadlines, and tax considerations for IRAs and workplace retirement plans.

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02

State & local

Ohio tax resources

Ohio Department of Taxation

Ohio tax forms and filing resources

Find current Ohio individual income tax instructions, electronic filing information, and approved filing options.

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Ohio Department of Taxation

Ohio refund information

Check an Ohio individual or school district income tax refund and learn what common status messages mean.

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Ohio Department of Taxation

Ohio municipal tax resources

Start here for Ohio municipal income tax information. Local filing rules vary, so confirm the correct administrator for your address.

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Municipal taxes may be handled by a city or a regional agency. If you are unsure where to file, contact the office before submitting a return.

03

Downloads & archive

Practice reference guides

PDF download

Sales tax blanket exemption certificate

Download the Ohio certificate businesses may use to document qualifying ongoing tax-exempt purchases from a vendor.

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PDF download

Record retention guidelines

A practical reference for how long individuals and businesses may need to keep tax returns, receipts, payroll records, and other documents.

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Archived

Mediate CPA archive

34 things to know about your 2018 taxes

An archived overview of changes following the 2017 Tax Cuts and Jobs Act. Use it for historical context, not current-year filing guidance.

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Need help choosing?

Not sure which form applies?

Tax forms can look similar while serving very different purposes. Call the office before filing if you are uncertain.