Client Resources

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.

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.

Check Refund Status

Check the status of your E-filed return and Refund using the IRS tool “Wheres my refund?”.

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.

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.

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.

EIN Application

Started a new business and want to apply for an EIN on your own? Click on the EIN application button to go to the direct IRS website and apply now.

IRS Tax Calendar for Businesses and Self-employed Individuals

Never miss a tax deadline again! Click below to access the official IRS Tax Calendar

If you found these tools helpful but need more guidance be sure to check out our services by clicking here!