Financial management guides and templates, made by CPAs
We’ve compiled resources and tools from our own real-world CPA experience to help businesses and individuals better manage their financial planning beyond tax season.
Have questions? Schedule a complimentary 20-minute call to ask us anything.
For Businesses
- 2023 Business Tax – Top 10 (PDF, 130kb)
- Key Man Life Insurance (PDF)
- Accountable Plan template (PDF)
- Flexible Spending Accounts (FSA) (PDF)
- Cash Balance Plan (PDF)
- How to Make Pass-Through Entity Tax Payment in Illinois (PDF, 145kb)
- 20 Point Guide: Contractor v. Employee (PDF, 284kb)
- Promissory Note Example (.doc, 15kb)
- Company Capitalization Policy Template (PDF, 88kb)
- Section 1202: Small Business Stock Gains Exclusion (PDF, 2MB)
- Home Office Deduction Rules (PDF, 85kb)
- Home Office Tax Deductions explained (video)
- Form 1099 Rules for Companies (video)
- How to Set-up an EFTPS online account (video)
Track Refunds, Pay Taxes
Rob.CPA Video Library
Videos on finance, tax strategy, and wealth building packed with practical steps from real client experience. New videos every week.
State Taxes
Illinois
Illinois tax law differs from federal rules in important ways. We prepare federal and Illinois returns together, handling state-specific modifications, credits, and local tax obligations. Chicago and certain suburbs have additional local tax requirements. We track everything so you stay compliant.
Use Where’s My Refund? to find out if the Illinois Department of Revenue has initiated the refund process. For more specific information about the status of your refund after the Illinois Department of Revenue has finished processing it, you can check the Illinois Comptroller’s Find Your Illinois Tax Refund System.
Individuals, make a payment: https://www2.illinois.gov/rev/individuals/pay/Pages/default.aspx
Indiana
Check the status of your refund here: https://www.in.gov/dor/4339.htm
Pay taxes: https://www.in.gov/dor/3976.htm
Wisconsin
Check the status of your tax refund: https://www.revenue.wi.gov/Pages/apps/taxreturnstatus.aspx
Make a tax payment: https://www.revenue.wi.gov/Pages/FAQS/ise-payment.aspx
New York
Check the status of your tax refund: https://www.tax.ny.gov/pit/file/refund.htm
Make a tax payment: https://www.tax.ny.gov/pay/all/make_a_payment_section.htm
California
Check the status of your tax refund: https://www.ca.gov/service/?item=Check-My-State-Tax-Refund-Status
Make a tax payment: https://www.ftb.ca.gov/online/payment_choices.shtml
Federal Taxes
Check your refund status: Visit the IRS refund tracker or download the IRS2Go mobile app. The IRS typically issues refunds within 3 weeks of e-filing or up to 6 weeks for paper returns. If you owe the IRS from prior years, they may apply your refund to those balances.
The IRS offers several ways to pay online. Find complete details on their payments page.
For Individuals
- 2025 Financial Calendar (PDF)
- Quarterly Tax Estimates – How Do They Work (PDF)
- 529 Plan Summary Guide (PDF)
- Donor Advised Fund (Tax Strategy) PDF)
- How To Make Payments to the IRS (video)
- How to Access Your Online IRS Account (video)
- 2023 Personal Tax Organizer (PDF, 490kb)
- 2023 Personal Tax Planning Tips (PDF, 1MB)
- 2023 Home Energy Tax Credits (Infographic)
- How to Make Payments to Illinois (video)
- How To Make Quarterly Tax Payments on MyTax Illinois (PDF, 437kb)
General Guides & Worksheets
- 2023 Retirement Plan Comparison (PDF, 280kb)
- Charitable Donation Summary Worksheet (PDF, 435kb)
- Getting Started: An Essential Guide for First-time Founders (PDF, 890kb)
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