1- UPLOAD MY TAX DOCUMENTS

2- INCORPORATE ME & OTHER LEGAL FILINGS

DBA

3- WHERE’S MY REFUND?
Find out the status of your Federal refund

4- WHERE’S MY CALIFORNIA REFUND?
Find out the status of your California refund

5- ORDER MY TRANSCRIPT
Order a copy of your IRS transcript

6- STATUS OF MY AMENDED RETURN
Find out what’s up with your Federal amended return

7-OFFER IN COMPROMISE PRE-QUALIFIER
Request an Offer in Compromise AFTER you’ve checked to see if you qualify first

8-APPLY FOR IRS PAYMENT PLAN
Check out if you qualify for a payment plan for personal/business tax balances

9-APPLY FOR CALIFORNIA PAYMENT PLAN

10-W2/PAYROLL CALCULATOR
This is a great tool for figuring out your take home pay and what your W2 might look like.

11- IRA EARLY WITHDRAWAL PENALTY CALCULATOR
Figure out how much you will get dinged if you dip into that IRA too soon. Courtesy of Dinkytown.net

12- CITY OF LOS ANGELES BUSINESS LICENSE WEBSITE
Register or renew your business license by Feb 28th annually if you work in LA County and are self employed, Sole proprietor, DBA, independent contarctor, Paid by 1099-misc or cash, own an LLC, Partnership, S or C Corp

13- CORPORATION STATEMENT OF INFORMATION
If you own an S Corp or C Corp in California, remember to file your annual Statement of Information with the CA SOS by the anniversary of your Corp’s formation.  

14-LLC STATEMENT OF INFORMATION
If you own an LLC in California, remember to file your Statement of Information with the CA SOS every other year after your LLC was formed.

15- REPORT IRS SCAMS TO FEDERAL TRADE COMMISSION
Did someone just call you claiming to be from the IRS and threaten to arrest you? Report the bastards to the Federal Trade Commission and the IRS

FTC IRS

16-DIRECT PAY THE IRS WITH NO FEES
Use this secure service to pay your individual tax bill or estimated tax payment directly from your checking or savings account at no cost to you. Also allows you to look up a payment.

17. PAY THE STATE OF CALIFORNIA

18-THE ELECTRONIC FEDERAL TAX PAYMENT SYSTEM
The Easiest Way to Pay All Your Federal Taxes EFTPS® is a system for paying federal taxes electronically using the Internet, or by phone using the EFTPS® Voice Response System. EFTPS® is offered free by the U.S. Department of Treasury

19- VIEW MY IRS ACCOUNT

20-VIEW MY CALIFORNIA ACCOUNT (VIEW MY FTB ACCOUNT)

21-1031 EXCHANGE HOTLINE 619.528.1031
GET ALL YOUR 1031 EXCHANGE QUESTIONS ANSWERED FOR FREE WITH THIS HELPFUL HOTLINE 619.528.1031

ADDITIONAL TOOLS

  • IRS REFUND HOTLINE – 1.800.829.1954
  • THE ULTIMATE ROTH CONVERSION GUIDE
  • REQUEST AN IRS PIN
  • RETRIEVE MY IRS PIN  

    If you’re unable to retrieve your IP PIN online, you may call 800-908-4490 for specialized assistance, Monday – Friday, 7 a.m. – 7 p.m. your local time (Alaska & Hawaii follow Pacific Time), to have your IP PIN reissued. An assistor will verify your identity and mail your IP PIN to your address of record within 21 days.