Tax Resources
List of tax links to federal, state, and business informationClient Resources
- Tax Appointment Preparation
- Virtual Tax Preparation Process
- Client Resource Center
- Free Annual Credit Report
- Tax Planning and Finances
Federal Information
- Internal Revenue Service
- Affordable Care Act
- Bitcoin, Cryptocurrency, Virtual Currency
- Earned Income Credit
- Exemptions, Standard Deduction, and Filing Information – Pub 501
- Federal Tax Credits & Deductions
- Federal Tax Forms
- IRS Refund Status
- IRS Frequently Asked Questions
- IRS Audit Tips
- IRS Small Business/Self-Employed Calendar
- Mileage Deductions
- Settle Federal Tax Debt – Offer in Compromise
- Taxpayers Who Receive an IRS Notice (pdf)
- Withholding Calculator
State Tax Information
- California BOE State/Use Sales Tax
- California DMV Vehicle License Fee (VLF) Calculator for tax purposes
- California Earned Income Tax Credit (EITC)
- California Franchise Tax Board
- California State Tax Forms
- California State Refund Status
- FTB Tax Audit FAQs (pdf)
- FTB Frequently Asked Questions
- State Tax Websites
Business Information
- FinCen BOI Reports – Starting Jan 2024
- Starting a Business – IRS
- Business Tax Topics – TACCT.net
- California Business Portal – GO-Biz
- California Business Entities – SOS
- California Business Resources – SOS
- Entrepreneur.com – Entrepreneur Magazine
- Home Based Business – SBA
- IRS Publications & Forms for Self Employed
- IRS Small Business/Self-Employed Tax Center
- IRS Small Business Tax Guide (pdf)
- Microsoft Office Live Small Business
- QuickBooks Software
- Small Business Planner – SBA
- Tax Calendar for Business & Self-Employed – Tax.gov
- Business Mentors – SCORE
Non-Profit
- IRS.gov – Charities & Non-profits
- IRS Exempt Organizations Lookup
- Forming a Non-profit in your State
- California Compliance
- Secretary of State status check
- Attorney General status check
- Franchise Tax Board status check
- California Compliance Checklist
- Non-profit Resource Center
- Guidestar – Non-profit Profiles
- A-Z Index – IRS
- Calendar of Events – IRS
- Stay Exempt
- Life Cycle – IRS
- Subscribe to the EO Update – IRS