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Resources + Forms

Cornavirus Updates + New Deadlines

See our Coronavirus Updates page for developing information on deadlines for the 2019 and 2020 tax years.

Tax Record Retention Schedule

For businesses and individuals, this schedule answers the question, "how long should I keep this?"

Download the latest forms below 

SKR+CO Client Forms

Employer Forms

Individual Forms

Electronic Filing Authorization Forms

Beneficiary, Partner and Shareholder K-1s

Exempt Organization Forms

Articles + Resources

Family Wealth Planning in a Time of Uncertainty

The full impact of COVID-19 is unknown. While we wait for questions to be answered many are asking what can we do right now? What’s next for our families? What’s next for family businesses and the people who work for them? Planning for our future generations is the greatest gift we can give, particularly during times of uncertainty.

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More Flexibility for PPP Loan Forgiveness and Payroll Tax Deferral

The Paycheck Protection Program Flexibility Act of 2020 (H.R. 7010) (PPP Flexibility Act), enacted on June 5, 2020, makes welcome changes to the forgiveness rules for Paycheck Protection Program (PPP) loans made to small businesses in response to the novel coronavirus global pandemic (COVID-19). The PPP Flexibility Act greatly increases the likelihood that a large percentage of a borrower’s PPP loan will be forgiven.

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