Resources

The Resources Page at Lifeway Tax Advisory is designed to provide clients with essential tools, links, and information to navigate their tax and financial needs with confidence. Whether you’re looking for the latest IRS tax forms, state-specific tax regulations, or guidance on self-employment taxes, our curated resources ensure that you have access to accurate and up-to-date information. We also offer quick access to IRS payment plans, refund tracking tools, and small business tax guidelines, helping individuals and businesses make informed financial decisions year-round.

In addition to tax-related government resources, our page includes exclusive Lifeway Tax Advisory client tools, such as a tax document checklist, frequently asked questions, and direct links to schedule a consultation with our tax professionals. By providing these valuable resources, we aim to simplify the tax filing process, minimize confusion, and empower our clients to stay ahead of their financial responsibilities. Whether you’re preparing for tax season or seeking long-term tax-saving strategies, our Resources Page serves as a one-stop destination for expert guidance and support.

IRS Tax Resources

IRS Official Website – Get the latest updates on tax laws, forms, and filing requirements.

www.irs.gov

Where’s My Refund? – Track your federal tax refund status.

IRS Refund Tracker

IRS Tax Forms & Instructions – Access and download the latest tax forms.

IRS Forms & Instructions

State Tax Resources

State Tax Departments – Find your state’s tax website for local filing requirements.

State Tax Agencies

Sales Tax Rates by State – View current sales tax rates by location.

Tax Foundation – Sales Tax Rates

Small Business Tax Guidance

Small Business Tax Information – Learn about business tax obligations and deductions.

IRS Small Business Taxes

Self-Employment Tax Calculator – Estimate how much self-employment tax you owe.

Self-Employment Tax Guide

Tax Relief & Support Programs

IRS Offer in Compromise – Settle tax debt for less than the full amount owed.

Offer in Compromise

Taxpayer Advocate Service – Free assistance for resolving IRS disputes.

Taxpayer Advocate Service

Payment Plan Options – Learn about IRS installment agreements and payment plans.

IRS Payment Plans

Lifeway Tax Advisory Client Resources

Tax Document Checklist – Download a list of documents you need for tax preparation.

Lifeway Tax Advisory Document Checklist

Book a Consultation – Schedule a tax planning session with Lifeway Tax Advisory.

Schedule an Appointment

Frequently Asked Tax Questions – Answers to common tax concerns.

Lifeway Tax Advisory FAQs

Lifeway Insurance Brokers place picture
5.0
Based on 31 reviews
Ebony Jackson profile picture
Ebony Jackson
2 years ago
Roger was incredibly thorough, attentive, and patient in assisting me with finding coverage for both my business and car insurance. This was, without a doubt, the best customer service I've ever experienced. It was clear that he wasn’t just trying to make a sale like he genuinely cares about his clients, and it shows in his work. I will definitely choose this place again for any of my insurance needs.
Michael Hogan profile picture
Michael Hogan
2 years ago
Roger and his team were great and very helpful throughout the process. Definitely recommend giving him a call.
Adam Beason profile picture
Adam Beason
2 years ago
Excellent service and five star coverage
Hiren Chudasama profile picture
Hiren Chudasama
2 years ago
Thank you Lifeway for everything you all have done for me from Commerical to residential Insurance. Best prices with the best customer service.
Lori Lord profile picture
Lori Lord
2 years ago
Lifeway is a great insurance broker! They have been able to support my home, auto and business needs which makes things so much easier. And they are always available to answer my questions when needed.
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WRX Team
4 years ago
Roger has done an excellent job with providing clarity and insight every year for our business. I'm consistently impressed with the simple to understand approach and detailed answers.
Prince Henro profile picture
Prince Henro
4 years ago
Roger Gets me right everytime. Use him for all my businesses and life. Even takes care of my taxes. Definitely recommend.
Candice McGlen profile picture
Candice McGlen
5 years ago
I would recommend Lifeway to anyone who is looking for not just outstanding customer service but SOLUTIONS that will support your needs and goals. Roger is a wealth of knowledge and always willing to share what he knows to ensure his customers are empowered to make the best choices for their lives. When you work with Roger, you’re guaranteed to protect your assets while becoming more enlightened in the process. I am very pleased and will continue to use LifeWay for my insurance needs.
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ari miller
5 years ago
The team at Lifeway made sure that I understood my insurance policies, and gave me real life examples of why I needed certain coverages. Lifeway seemed to care about me as another human, not just as an insurance client. They helped me protect myself against heavy financial losses that would have placed extreme Financial burdens on my family. I’m grateful for the thoroughness of the team at Lifeway & i am a client for life! Also, Lifeway’s tax advisory service was extremely patient and the Broker was sure to do his due diligence in filing my taxes accurately and most logically so that I could make the most of this tax year. Love it here!
Ben Freelon profile picture
Ben Freelon
5 years ago
If you are looking for an expert to offer great service in the process of acquiring insurance for your business, Roger is the man! He explained my policy in a manner that was easy to understand, answered all of my questions, and walked me through the process. I usually don't do reviews, But His Service Definitely Deserves a 5⭐