📚 Tax Resources & Tools

A collection of secure links and tools to help you manage your taxes, track refunds, and stay compliant.

🔒 Upload My Tax Documents

Securely upload your tax documents through our encrypted client portal. This is the safest way to share sensitive information with your preparer.

📝 Incorporate & Legal Filings

• Business Incorporation Services – We handle incorporations from start to finish (A‑to‑Z).

• DBA Registration – Register your “Doing Business As” name with your county or state.

• Corporation Statement of Information – California S‑Corp and C‑Corp owners must file annually with the Secretary of State.

• LLC Statement of Information – California LLCs must file every other year after formation.

💸 Refund Status

• Federal Refund Status – IRS “Where’s My Refund?”

• California Refund Status – FTB

📄 IRS Transcripts & Amended Returns

• Order My Transcript

• Check Amended Return Status

💰 Payment Options

• IRS Direct Pay (No Fees) – Pay directly from your bank account.

• IRS Payment Plan Application

• California FTB Payment Options

• EFTPS – Electronic Federal Tax Payment System

🕵️ IRS Compliance Tools

• Offer in Compromise Pre‑Qualifier – See if you qualify before applying.

• Report IRS Scams

• FTC Fraud Reporting

📊 Calculators & Tools

• W‑2 / Payroll Calculator – Estimate take‑home pay.

• IRA Early Withdrawal Penalty Calculator – Courtesy of Dinkytown.net (third‑party).

• Ultimate Roth Conversion Guide – Learn about tax impacts of Roth conversions.

🏢 Business Licensing & Filings

• City of Los Angeles Business Tax Registration Certificate (BTRC)

• Required annually by Feb 28 if you earn self‑employment or business income in Los Angeles.

• Applies to sole proprietors, DBAs, LLCs, S‑Corps, C‑Corps, and partnerships.

• Rental Property Owners – LA Requirements

🔍 View My Accounts

• IRS Online Account

• California MyFTB Account

📞 Hotlines & Support - Additional Tools

• IRS Refund Hotline: 1-800-829-1954

• Ultimate Roth Conversion Guide

• Request an IRS PIN

• Retrieve My IRS PIN
  If you can’t retrieve your IP PIN online, call 800-908-4490 for help (Mon–Fri, 7 a.m.–7 p.m. local time). An agent will verify your identity and mail your PIN within 21 days.

🔄 1031 Exchange Hotline

• Get your 1031 Exchange questions answered for free:
  📞 619.528.1031