Client Resources
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BOI Report
Starting January 1, 2024, under the Corporate Transparency Act (CTA), most companies formed or registered to operate within the United States are required to disclose details about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN). File your report using the BOI website below.
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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.
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Check Refund Status
Check the status of your E-filed return and Refund using the IRS tool “Where’s my refund?”.
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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.
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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.
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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.
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IRS Tax Calendar for Businesses and Self-employed Individuals
Never miss a tax deadline again! Click below to access the official IRS Tax Calendar