Resource Links


Click here for important tax dates.


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.

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.

Homeownership After the Tax Cuts and Jobs Act
Making the Most of the Mortgage Interest Deduction


Wisconsin Tomorrow Small Business Recovery Grant
This grant is now accepting applications until 4:30 p.m. on Monday June 7th, 2021. Grant amounts are expected to be $5,000 per applicant. Click on the link to see if you meet the criteria.

Employee Retention Credit (ERC)
As you know, there has been a new stimulus bill signed which has provided more help for businesses. Yes, there are more PPP loans available, but there are even more…! Businesses can now apply for the ERC (Employee Retention Tax Credit) AND the PPP.
The updated Employee Retention Credit (ERC) provides a refundable credit of up to $5,000 for each full-time employee your retained between March 13 and Dec. 31, 2020 and up to $14,000 for each retained employee between Jan. 1 and June 30, 2021. You qualify as an employer if you were ordered to fully or partially shut down or if your gross receipts fell below 50% for the same quarter in 2019 (for 2020) and below 80% (for 2021). If you were not in business in 2019, you can use the corresponding quarters from 2020. you can claim your credit immediately by reducing payroll taxes sent to the IRS. If your credits exceed payroll taxes, you can request a direct refund from the IRS. The new law, retroactive to March 27, 2020, now allows employers who received Paycheck Protection Program (PPP) loans to claim the ERC for qualified wages not treated as payroll costs in obtaining forgiveness of the PPP loan.

Self-employed and Gig Workers Could Get Bigger Loans Under New PPP Rules.
(CNBC) – But there’s a catch. The updated formula – which will likely lead to larger loan amounts for non-employer firms, including sole proprietors and independent contractors – doesn’t go into effect until the first week of March.

Understanding The Research & Development Tax Credit
(Forbes) – It’s tax season, let the sales pitches begin! Judging by what I’m seeing on social media, companies that specialize in the Credit for Increasing Research Activities are hard at work looking for businesses who may qualify for this credit – especially startups. Buyer beware.


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.


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.

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

2023 W-4
The federal government has revised form W-4 Employee’s Withholding Certificate. Employees hired on or after Jan. 1, 2020, are required to complete the new 2020 W-4. The IRS is encouraging all taxpayers to take this opportunity to review their federal tax withholding information to make any necessary adjustments to income and marital status, as well as review estimated deductions and tax credits. Throw away any old blank W-4 forms you may have in stock; they will no longer be accepted.

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.


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.

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.


Village of Grafton Web Site. Catch the Wave!

Grafton Area Chamber of Commerce

Calculator 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.