Resources
Welcome to the resource center. Here you will find important FINANCE, INSURANCE and REAL ESTATE Resources right at your finger tips. Click on any of the links below to access pertinent resources.

Tax Resources
Client Tax Organizers
- Individual Tax Organizers
- Partnership Tax Organizer
- S Corporation Tax Organizer
- C Corporation Tax Organizer
Check Your Refund Status
Tax News & Tools
- 2022 Tax Reference Guide
- Newsletter (Jan 2021)
- Credit Card Authorization Form
- Record Retention Guide
Links

Insurance Resources
DISCLOSURE
Federal income tax laws are complex and subject to change. This information is based on current interpretations of the law and is not guaranteed. Neither the company nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions.
Insurance Services offered through Kairos Insurance Services, CA Insurance License #0H15005, a wholly owned subsidiary of Kairos Financial Group, Inc.
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