Useful Resources

Curated by the RLS Professional Services Team

Our RLS Financial Services team is here to provide you with the resources you need to manage your finances. We offer a range of client resources that can help you stay on track, such as our tax client organizer to help organize your financial documents, our tax calendar to keep track of important dates and deadlines, and our record retention guide to help you keep track of which documents you should keep and for how long. Additionally, you can use our Track Your Refund tool to check the status of your federal and state refund. All of these resources are available to you to help keep your finances organized and up to date.

Track Your Refund

Find out when you'll receive your federal and state refund.

Tax Client Organizer

Required Annually for New & Returning Clients

Required for new and returning clients. The Client Organizer is questionnaire and information document that RLS tax preparers use to gather tax data from their clients. The organizer follows IRS forms and schedules and breaks down each line using common terms.

Profit and Loss Form

Required Annually for New & Returning Clients

Required for new and returning clients. Our Profit and Loss form organizes your sales and expenses to help us calculate how much money you're making or losing.

Secure Document Dropbox

Our secure document dropbox is a safe and convenient way to submit your supporting tax return documents without having to worry about confidentiality.

Tax Calendar

Useful for Individuals and Businesses

View due dates and actions for each month. You can see all events or filter them by monthly depositor, semiweekly depositor, excise, or general event types. Visit this page on your Smartphone or tablet, so you can view the Online Tax Calendar on your mobile device.

Record Retention Guide

Useful for Individuals and Businesses

Use this guide to determine how long you need to keep your tax and other financial records.