Forms and Resources - Anthem Strategy & Advisory

Videos, Client Forms, and Resource Links

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How do I Scan Documents on Microsoft Lens?

Click here to watch our quick how-to video on how to scan documents using Microsoft Lens

Arizona Tax Credit Programs for Individuals for the 2025 Tax Year

Here's a downloadable PDF containing the information on tax credit programs for individuals in 2025 in Arizona.

1099 - Client Packet 2024

(2024) Part of the 1099 Packet

Making a CAT Payment

Filing a CAT Extension

1099 Engagement Letter 2024

(2024) Part of the 1099 Packet: This letter is to specify the terms of our engagement, clarify the nature and extent of the services we will provide, and confirm an understanding of our mutual responsibilities.

Form W9 - 2023

(2023) Part of the 1099 Packet: Request for Taxpayer Identification Number and Certification.

New Client Profile

Client Authorization to Release Information

This form allow us to give client information to third parties.

Where’s My Refund - Oregon

Check the status of your Oregon refund

Where’s My Refund - Federal

Check the status of your federal refund

Where’s my Amended Return

Check the status of your Amended Individual Tax Return

Tax Deadlines

Tax Day Deadlines

IRS Retention Guidelines

IRS information regarding recordkeeping ( what, why and how long)

Current Articles and Alerts

I Filed a Tax Extension– Now What?

April 14, 2025

Filing a tax extension can provide much-needed breathing room during tax season. However, it’s essential to understand what comes next to avoid penalties and stay

The Complex World of College Sports Revenue Sharing

April 9, 2025

College sports have long been a major source of revenue for universities, with programs like football and basketball generating billions of dollars annually. However, the

Why You Should Move Your Bookkeeping to Anthem

March 25, 2025

As a business owner, managing your books is crucial for financial success, but it can also be time-consuming and complex. Many entrepreneurs start with DIY

Tax Policy Update: Navigating the Latest Discussions in Washington

March 21, 2025

As Congress deliberates on potential tax legislation, various proposals and discussions emerge—some with the potential for enactment, while others remain aspirational or purely political rhetoric.

BUSINESS SERVICES

PERSONAL SERVICES

Videos, Client Forms, and Resource Links

Downloadable Forms and helpful resource links

Resources By Topic

How do I Scan Documents on Microsoft Lens?

Arizona Tax Credit Programs for Individuals for the 2025 Tax Year

How Do I Access My Organizer and Download My Documents?

How Do I Create an Oregon DOR Account?

How Do I Pay my Anthem Invoice?

How Do I Sign My Proposal in Ignition?

How Do I Create an IRS ID.me Account?

How do I Access and Sign my Tax Returns in SafeSend?

1099 - Client Packet 2024

Making a CAT Payment

Filing a CAT Extension

1099 Engagement Letter 2024

Form W9 - 2023

New Client Profile

Client Authorization to Release Information

Where’s My Refund - Oregon

Where’s My Refund - Federal

Where’s my Amended Return

Tax Deadlines

IRS Retention Guidelines

Current Articles and Alerts

Current Articles and Alerts

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