Resources - JMR Financial Group

Tax Agencies

Where’s My Refund? – www.irs.gov/refunds

Minnesota Where’s My Refund – https://www.mndor.state.mn.us/tp/refund/_/

Wisconsin Where’s My Refund – https://www.revenue.wi.gov/Pages/Apps/TaxReturnStatus.aspx

Internal Revenue Service – Apply for an EIN (business tax ID), file and pay taxes, download tax forms, get information on tax credits and deductions.

MN Dept of Revenue – For Minnesota businesses, e-file your taxes, make tax payments, get filing information for Sales and Use taxes, register your new business, update your business information and find tax deadlines, withholding, filing and more.

WI Dept of Revenue – For Wisconsin businesses, e-file your taxes, make tax payments, get filing information for Sales and Use taxes, register your new business, update your business information and find tax deadlines, withholding, filing information and more.


JMR Tax Organizers

Not sure what documents and information we need?

Please download “What’s In Your Shoebox”

Printable Tax Organizers:

Individual Tax Organizer

Self-Employed Business (Schedule C) Organizer

Rental (Schedule E) Organizer

Corporation Organizer

LLC Organizer

Partnership Organizer

S-Corporation Organizer


Financial Calculators

More Coming Soon


Forms and Other Helpful Resources

W-9 Request for Taxpayer Identification Number (TIN) and Certification

W-4 Employee’s Withholding Allowance Certificate

I-9 Employment Eligibility Verification

Dave Ramsey – Money management class information, tools and other resources.

Intuit Online Community – Online forums, resources, and self-service help for QuickBooks users.

Small Business Association – Get support for starting and managing your small business. Find information on securing loans, grants and find resources for business mentoring and counseling in your area.

MNDCP Self-Directed Option – A Self-Directed Brokerage Account (SDBA) allows you to select from thousands of publicly traded mutual funds in addition to the Minnesota Deferred Compensation Plan (MNDCP) core investment options.