Resource Links

Calendar

Click here for important tax dates.

Government

Internal Revenue Service
Waiting for your Federal tax refund? Find out what the status is here.

Wisconsin Dept. of Revenue
Waiting for your state refund? Find out what the status is here.

Social Security-ssa.gov
Providing financial protection for our nation’s people for over 80 years.

Small Business Administration
You don’t need an MBA to use the SBA. This site outlines everything in plain English. The SBA site contains a wealth of information for entrepreneurs and small business owners.

Publications

Consumer World
Consumer World is a public service consumer resource guide with over 2000 links to everything “consumer”. 

Money Magazine
Money is a magazine that is published by Time Inc. Its articles cover the gamut of personal finance topics ranging from investing, saving, retirement and taxes to family finance issues like paying for college, credit, career and home improvement.

New York Times
News on the World, U.S., Politics, and more

Market Watch
Published by Dow Jones & Co., tracks the pulse of markets for engaged investors with more than 16 million visitors per month. The site is a leading innovator in business news, personal finance information, real-time commentary and investment tools and data…

Wall Street Journal
The Wall Street Journal is an American business-focused international daily newspaper published six days a week and is the largest newspaper in the US by circulation.

Forms

2848-Federal Power of Attorney
This form gives authorization to an individual to represent you before the IRS.

A-222-WI Power Of Attorney
This form gives authorization to an individual to represent you for certain acts with the state of Wisconsin.

I-9
All employees must complete this form at time of hire for the Immigration & Naturalization Service.

W-4
Enables the employer to withhold the correct federal income tax from your pay. Consider completing a new form W-4 each year and when your personal or financial situation changes.

W-9
An individual or entity (Form  W-9 requestor) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number among other forms to report on an information return the amount paid to you, or other amount reportable on an information return.

WT-4 WI Version
Enables the employer to withhold the correct Wisconsin state income tax from your pay. Consider filling this out annually or any time your financial situation changes.

Organizations

AICPA
The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants. The AICPA Bylaws state that if you are an AICPA member active in the practice of public accounting, you must be associated with a firm that participates in an AICPA-approved practice-monitoring program if the firm performs services within the scope of the peer review standards and issues reports in accordance with AICPA professional standards. Click here for Donahue & Associates LLC, CPA AICPA Peer Review Letter.

Tax reform individual changes
Use this resource to learn about key tax law changes that may impact you. This resource highlights common tax topics; it is not all-inclusive. Consult Donahue & Associates for additional guidance.

2018 tax-reform-quick-reference-guide – An overview of changes to federal tax law.

WICPA
The Wisconsin Institute of Certified Public Accountants is the premier professional organization for Wisconsin CPA’s, with nearly 8,000 members working in public accounting, industry, government, nonprofit and education.

Community

Village of Grafton Web Site. Catch the Wave!

Grafton Area Chamber of Commerce

Calculator

Bankrate.com
Bankrate.com provides interactive calculators for mortgage, banking, credit card, auto, loans, investing and taxes. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Treasury Direct Bond Calculator
Calculate the value of a bond based on the series, denomination and issue date entered.