TAX RESOURCES

We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities. Below you will find helpful resources and tools to help you prepare for a better tax experience. It’s important to revisit your tax withholding, especially if major changes from the Tax Cuts and Jobs Act affected the size of your refund this year. Here's the link to conduct a paycheck checkup.

https://www.irs.gov/paycheck-checkuphttps://www.irs.gov/paycheck-checkup
Where’s my refund?

https://www.irs.gov/refunds
Where’s my amended return?

https://www.irs.gov/filing/wheres-my-amended-returnhttps://www.irs.gov/filing/wheres-my-amended-return
Making a IRS payment?

https://www.irs.gov/payments
How to order a tax transcript

https://www.irs.gov/individuals/get-transcript
IRS Advocate Services

https://www.irs.gov/advocate/local-taxpayer-advocate
IRS New Releases

https://www.irs.gov/newsroom/news-releases-for-current-month
Student Loan Support Center

1-800-557-7394 www.studentloans.gov

Important IRS Telephone Numbers

Non-profit taxes

1-877-829-5500

Individuals

1-800-829-1040

Businesses
1-800-829-4933

Tax Advocate

1800-777-4778

IRS Offset Line

1-800-304-3107

Tax Resources

1040EZ

IRS Form 1040EZ: Income Tax Return for Single and Joint Filers with No Dependents was the shortened version of the Internal Revenue Service (IRS) Form 1040. This form was for taxpayers with basic tax situations and offered a fast and easy way to file income taxes.

1099 MISC

If you are self-employed, an independent contractor, or received any income as a 1099 non-employee in a given tax year, you'll most likely need to file Schedule C: Profit or Loss From Business

Schedule C

Use Schedule C (Form 1040) to report income or loss from a business you operated or a profession you practiced as a sole proprietor. An activity qualifies as a business if: Your primary purpose for engaging in the activity is for income or profit. You are involved in the activity with continuity and regularity

Unemployment Wages

The Federal Unemployment Tax Act (FUTA), with state unemployment systems, provides for payments of unemployment compensation to workers who have lost their jobs. Most employers pay both a Federal and a state unemployment tax. For a list of state unemployment tax agencies, visit the U.S. Department of Labor's Contacts for State UI Tax Information and Assistance

W/4

The W-4 Form is an IRS form that you complete to let your employer know how much money to withhold from your paycheck for federal taxes. Accurately completing your W-4 can help you prevent having a big balance due at tax time. It can also help you avoid overpaying on your taxes so you can put more money in your pocket during the year.

CTC ?

The American Rescue Plan, signed into law by President Biden on March 11, 2021, increases the Child Tax Credit (CTC) to provide up to $300 per month per child under age 6, and up to $250 per month per child ages 6 to 17.

You can receive payments of up to $300 per child every month starting in

Page Title

Where My Refund

What You Will Need

Social security number or ITIN

Your filing status

Your exact refund amount

Where’s My Refund? will display the status of your refund, usually on the most recent tax year refund we have on file for you. Online Account allows you to securely access more information about your individual account.

24 hours after e-filing

4 weeks after you mailed your return

Updates are made daily, usually overnight

Child Tax Credit Portal

Use this tool to:

Check if you’re eligible and enrolled for advance payments
View your bank account and mailing address
View your payments

VIEW PAYMENTS

Get An Identity Protection
PIN (IP PIN)

GET PIN

An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security number or Individual Taxpayer Identification Number. The IP PIN is known only to you and the IRS. It helps us verify your identity when you file your electronic or paper tax return. Even though you may not have a filing requirement, an IP PIN still protects your account.

If you are a confirmed victim of tax-related identity theft and we have resolved your tax account issues, we’ll mail you a CP01A Notice with your new IP PIN each year.

If you don't already have an IP PIN, you may get an IP PIN as a proactive step to protect yourself from tax-related identity theft.

If you want to request an IP PIN, please note:

You must pass a rigorous identity verification process.
Spouses and dependents are eligible for an IP PIN if they can pass the identity verification process.

IRS Portal

View Your Balance

View the amount you owe and a breakdown by tax year

View or Create Payment Plans

Learn about payment plan options and apply for a new payment plan
View details of your payment plan if you have one

Make and View Payments

Make a payment from your bank account or by debit/credit card
View 5 years of payment history and any pending or scheduled payments

Manage Communication Preferences

Go paperless for certain notices
Get email notifications for new notices

Access Tax Records

View key data from your most recent tax return and access additional records and transcripts
View your economic impact payment amounts
View digital copies of certain notices from the IRS

View Tax Pro Authorizations

View any authorization requests from tax professionals
Approve and electronically sign Power of Attorney and Tax Information Authorization from your tax professional

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