Tax Center

The ALG Group Tax Center

At the ALG Group, we want to offer you all the resources available to help make your tax journey as simple as possible. Within our Tax Center you can track the status of your federal and state refund, stay updated on tax rates and deadlines for the current tax year, and view or download IRS tax forms and IRS Publications. Additionally, you can utilize our Record Retention Guide to educate yourself on what important documents to maintain and for how long – saving yourself the hassle of being unprepared for an IRS audit. If you have additional questions that are not answered here, contact us today to further assistance!

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Tax Prep Checklist

Make filing your tax return as simple as possible! The first step is to be prepared. With our free tax prep checklist, you'll be able to see everything you need to complete your tax return. This Form 1040 tax organizer walks you through all the information you'll need to input or provide to your accountant. Click the button below to get started!

FREE DOWNLOAD
What To Expect:
Tax Preparation
OUR STEP-BY-STEP PROCESS

Track Your Refund

The length of time it will take for you to receive your tax refund is dependent on the method of filing chosen at preparation – paper or electronic. The IRS will usually issue a physical refund check within 6-8 weeks of filing a paper return, and within 2-3 weeks if you file electronically (or “e-file”). You also have the option of receiving your refund by direct deposit into a bank account rather than by mail, which usually takes about a week. 

To check on the status of either your federal tax refund or state tax refund, use the resources below:

Tax Rates, Due Dates & Reminders

Between tax rates and tax due dates that change each year, it can be a lot to keep track of, especially if you are a business owner. Utilize The ALG Group Tax Center to find helpful resources that list the due dates and standard rates for the current tax year – available in downloadable PDF format for your convenience. We also offer a simple Tax Reminder Program, which you can sign up for using the form below, so you never miss another deadline and can avoid costly penalties. When you sign up, we’ll send you a friendly email reminder prior to each federal tax due date to ensure that you never miss a tax deadline again.

TAX RATESDUE DATES
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IRS Tax Forms & Publications

If you’re searching for a specific IRS tax form or IRS publication, click the button below to find all state and federal tax forms and publications available from the IRS. We’ve compiled them all in one convenient location in downloadable PDF format so you can easily view or print the tax documents you need. If you don’t see the document you are looking for, contact us today and we can find it for you!

IRS TAX FORMS & PUBLICATIONS

Record Retention Guide

Do you store your tax records? Did you know that by federal law you are required to retain copies of your tax returns and related documents for three years (referred to as the“three-year-law”)? Many people don’t realize this, or even when they do, may have a false sense of security that they would be safe in the event of an audit if they’ve adhered to this rule. However, if the IRS suspects you of fraud, the audit may go as far back as six years or more. If you’re unsure of what records to keep and for how long, The ALG Group has compiled this handy guide for your reference. Additionally, it’s also smart to create a backup set of records, like bank statements, tax returns, etc., that are stored electronically.

Business Records

  • Correspondence with Customers and Vendors
  • Duplicate Deposit Slips
  • Purchase Orders (other than Purchasing Department copy)
  • Receiving Sheets
  • Requisitions
  • Stenographer's Notebooks
  • Stockroom Withdrawal Forms
  • Employee Personnel Records (after termination)
  • Employment Applications
  • Expired Insurance Policies
  • General Correspondence
  • Internal Audit Reports
  • Internal Reports
  • Petty Cash Vouchers
  • Physical Inventory Tags
  • Savings Bond Registration Records of Employees
  • Time Cards for Hourly Employees
  • Accident Reports, Claims
  • Accounts Payable Ledgers and Schedules
  • Accounts Receivable Ledgers and Schedules
  • Bank Statements and Reconciliations
  • Cancelled Checks
  • Cancelled Stock and Bond Certificates
  • Employment Tax Records
  • Expense Analysis and Expense Distribution Schedules
  • Expired Contracts, Leases
  • Expired Option Records
  • Inventories of Products, Materials, Supplies
  • Invoices to Customers
  • Notes Receivable Ledgers, Schedules
  • Payroll Records and Summaries, including payment to pensioners
  • Plant Cost Ledgers
  • Purchasing Department Copies of Purchase Orders
  • Sales Records
  • Subsidiary Ledgers
  • Time Books
  • Travel and Entertainment Records
  • Vouchers for Payments to Vendors, Employees, etc.
  • Voucher Register, Schedules
  • Audit Reports from CPAs/Accountants
  • Cancelled Checks for Important Payments (especially tax payments)
  • Cash Books, Charts of Accounts
  • Contracts, Leases Currently in Effect
  • Corporate Documents (incorporation, charter, by-laws, etc.)
  • Documents substantiating fixed asset additions
  • Deeds
  • Depreciation Schedules
  • Financial Statements (Year End)
  • General and Private Ledgers, Year End Trial Balances
  • Insurance Records, Current Accident Reports, Claims, Policies
  • Investment Trade Confirmations
  • IRS Revenue Agents' Reports
  • Journals
  • Legal Records, Correspondence and Other Important Matters
  • Minute Books of Directors and Stockholders
  • Mortgages, Bills of Sale
  • Property Appraisals by Outside Appraisers
  • Property Records
  • Retirement and Pension Records
  • Tax Returns and Worksheets
  • Trademark and Patent Registrations

Personal Records

  • Bank Statements
  • Paycheck Stubs (reconcile with W-2)
  • Canceled checks
  • Monthly and quarterly mutual fund and retirement contribution statements (reconcile with year-end statement)
  • Credit Card Statements
  • Medical Bills (in case of insurance disputes)
  • Utility Records
  • Expired Insurance Policies
  • Supporting Documents for Tax Returns
  • Accident Reports and Claims
  • Medical Bills (if tax-related)
  • Property Records / Improvement Receipts
  • Sales Receipts
  • Wage Garnishments
  • Other Tax-Related Bills
  • CPA Audit Reports
  • Legal Records
  • Important Correspondence
  • Income Tax Returns
  • Income Tax Payment Checks
  • Investment Trade Confirmations
  • Retirement and Pension Records
  • Car Records (keep until sold)
  • Credit Card Receipts (keep with credit card statement)
  • Insurance Policies (keep for life of the policy)
  • Mortgages/Deeds/Leases (keep 6 years beyond agreement)
  • Pay Stubs (keep until reconciled with W-2)
  • Property Records/improvement receipts (keep until property sold)
  • Sales Receipts (keep for life of warranty)
  • Stock and Bond Records (keep for 6 years beyond selling)
  • Warranties and Instructions (keep for life of the product)
  • Other Bills (keep until payment is verified on next bill)
  • Depreciation Schedules and Other Capital Asset Records (keep for 3 years after tax life of the asset)

State Tax Forms

The ALG Group is proud to serve customers from all over the United States. If you need state-specific tax forms or additional resources, simply click on the state in which you will be filing your taxes to visit the official departmental website.