Client Resources
Everything you need to prepare for your appointment — tax checklists, common questions answered, and direct links to official IRS resources.
Tax Preparation Checklist
Bring the documents that apply to your situation. Not sure? Bring everything — we'll sort it out together.
Personal Information
Income Documents
Deductions & Credits
Self-Employed & Business Owners
Checkboxes are for your reference only — progress is not saved between visits.
Frequently Asked Questions
Answers to the questions we hear most often.
Organizers & Forms
Download and complete these forms before your appointment to save time.
Personal Organizer
Complete this organizer before your appointment to ensure we have everything needed for your return.
Download PDFSelf-Employed Tax Organizer
For freelancers, contractors, and small business owners. Gather your income and expense details ahead of time.
Download PDFRental Property Organizer
Track rental income, expenses, and property details for accurate reporting on your return.
Download PDFRealtors Tax Deduction Cheat Sheet
A quick reference guide to common tax deductions available to real estate professionals.
Download PDFHelpful IRS & Tax Resources
Official resources directly from the IRS and Arizona Department of Revenue.
IRS Where's My Refund?
Check the status of your federal tax refund online — updated daily.
IRS Free File
Free federal tax filing for eligible taxpayers through the IRS Free File program.
IRS Tax Withholding Estimator
Estimate your federal income tax withholding and adjust your W-4 accordingly.
IRS Get Transcript
Access your tax records and transcripts online through your IRS account.
IRS Payment Options
Pay your federal taxes online, by phone, or by mail — view all payment options.
Arizona Dept. of Revenue — Refund Status
Check the status of your Arizona state income tax refund.
Arizona Individual Income Tax
Forms, instructions, and information for Arizona individual income tax filers.
IRS Tax Calendar
Key federal tax deadlines and important dates for the current tax year.
Links open official government websites in a new tab. Fuller's Tax Service is not affiliated with the IRS or Arizona Department of Revenue.
Still Have Questions?
Our team is happy to answer any questions before your appointment. Reach out and we'll get back to you promptly.