Useful Resources

RLS Client Resources

Tax Tools, Forms, Checklists & Secure Document Upload

Our RLS Professional Services team created this resource center to help you stay organized and prepared for tax season. Here you’ll find everything you need in one place. All tools are designed to streamline your filing process and keep your financial information accurate and up to date.

Days until Tax Day

Curated by the RLS Professional Services Team

Track Your Refund

Quickly check the status of your federal or state tax refund through official IRS and state portals.

Tax Client Organizer

Required annually for all new and returning clients.
This organizer helps us collect the essential information needed to prepare your individual or business tax return accurately.

Profit & Loss Worksheet

Required for business owners, freelancers, and self-employed clients.
Use this form to summarize your income and expenses for the year so we can prepare your Schedule C or business tax filing.

Tax Document Checklist

A complete checklist of the tax documents you may need to provide. Including income forms, expenses, dependents, business records, and more.

Document Upload

Secure and encrypted end-to-end.
Upload your client organizer, tax forms, receipts, and supporting documents directly to our secure portal for review by the RLS tax team.

Tax Preparation & Filing Fee List

View our current pricing for tax preparation services, business filings, amended returns, and additional support options.

Record Retention Guide

Learn how long to keep your tax documents, financial statements, and business records according to recommended IRS guidelines.