We encourage all our clients to use the free resources to their advantage. If you need additional guidance, we are a phone call away.

  • Tax Withholding Calculator

    The IRS encourages everyone to use the Tax Withholding Estimator to perform a quick “paycheck checkup.” This is even more important following the recent changes to the tax law for 2018 and beyond. The Estimator helps you identify your tax withholding to make sure you have the right amount of tax withheld from your paycheck at work.

  • Check Refund Status

    Check the status of your E-filed return and Refund using the IRS tool “Wheres my refund?”.

  • View your IRS Account

    If you're an individual taxpayer, you can use this tool to view: Your payoff amount, updated for the current calendar day, The balance for each tax year for which you owe, Up to 24 months of your payment history, Key information from your current tax year return as originally filed.

  • Make an IRS Payment

    Did you owe the IRS money? Make a payment using the make a payment button which takes you to the IRS direct link to choose your payment options.

  • IRS Payment Plans

    Won’t be able to pay your IRS balance due in full? Use the button below to setup a payment plan with the IRS online.

  • EIN Application

    Started a new business and want to apply for an EIN on your own? Click on the EIN application button to go to the direct IRS website and apply now.

  • IRS Tax Calendar for Businesses and Self-employed Individuals

    Never miss a tax deadline again! Click below to access the official IRS Tax Calendar.

  • Advanced Child Tax Credit Website

    See if you qualify for the Advance Child Tax Credit, Opt-Out of receiving the Advance Child Tax Credit, or use the Non-Filers tool if you are not obligated to file a tax return but have children and qualify for the credit.

  • IRS Transcript

    Access copies of your federal tax returns and tax documents (W2’s, 1099’s etc).

  • EFTPS

    IRS official website where you can make federal tax payments for corporations.

  • Healthcare Exchange

    To determine eligibility and enroll in a qualified health care plan through the Federal Market Place.

  • Social Security Administration

    United States Social Security Administration website with information and access to all aspects of Social Security.

  • California Business Entity Search

    California Franchise Tax Board website where you can create or look up information on California LLC’s, Corporations, Fictitious names etc (consult your attorney or CPA prior to creating a new entity).

  • CDTFA - California Sales/Use Tax

    California Department of Tax and Fee Administration (CDTFA) official website you can file and pay your sales/use tax online.