Kristi M. Matson, CPA, PC


  • Financial Tools
  • Client Portal (SmartVault)

financial tools





Track YOur Federal Refund



Check your refund status here.



Federal Tax calendars



General Tax Calendar of important dates to be aware of during the year.



Form W-4 - Employee's Withholding Allowance certificate



Complete Form W-4 so your employer can withhold the correct federal income tax from your pay.



form w-9 - Request for taxpayer ID number



Provide Form W-9 to any vendor who provided a service before you submit payment to them.



college savings plans network



Learn about 529 plans



ideal - idaho college savings plan



Learn about Idaho College Savings Plan


Kristi M. Matson, CPA, PC