CLIENT RESOURCES

We are in the process of gathering helpful information where you will be able to access forms, checklists, and more. As you can see below, the information will be broken into personal and business categories for easy access.

Click the title of any entry (in light gray and italics) to be taken to the website resource for that item. All external links will open in a new page. 

Personal Accounting Resources Business Accounting Resources

Personal Accounting Resources

Where is my Refund? - Use this IRS Tool to check the status of your filed return and refund.

Tax inflation adjustments for 2025 - A full listing from the IRS of inflation adjustments to tax brackets, standard deduction and more.

2025 Retirement Plan Contribution limits - several increases, use this guide to help make the appropriate changes to your regular or one time contributions to retirement plans. 

Roth IRA's - straightforward information on Roth limitations and allowances, contribution limits and more

Required Minimum Distributions (RMD) Frequently Asked Questions- the full info page to answer all your questions surrounding retirement plan Required Minimum Distributions

 

Business Accounting Resources

How long should I keep small business financial records? - What you need to keep, and what can go to the Shred It Event!

5372 Discovery Park Blvd Suite 103
Williamsburg, VA 23188

Phone: (757)645-4863 

Fax: (757)645-4864 

Email: info@watsonmowry.com