Tax Links

Useful external resources for tax planning, preparation, and filing.

Federal

• Internal Revenue Service → The official IRS website — tax law guidance, account access, and more.
• IRS Forms & Instructions → Downloadable federal tax forms and instructions for all filing types.
• IRS “Where’s My Refund?” → Check the status of your federal refund.
• IRS Direct Pay → Pay federal income tax directly from your checking or savings account — no fee.
• IRS Get Transcript → Request a copy of your federal tax return transcript online.
• IRS Individual Online Account → Personal IRS account portal — view balance, payments, notices, and tax records. Requires ID.me verification.
• IRS Tax Exempt Organization Search → Verify an organization’s tax-exempt status and eligibility for deductible charitable contributions.

California

• California Franchise Tax Board → California state tax forms, payments, and account services.
• FTB Forms & Instructions → Searchable index of California state tax forms.
• FTB “Where’s My Refund?” → Check the status of your California state refund.
• FTB Web Pay → Pay California state tax directly from your bank account — no fee.
• Employment Development Department (EDD) → California payroll tax, state disability, and unemployment programs — for employers.
• CDTFA — Tax & Fee Administration → California sales and use tax registration, returns, and account access.
• California Secretary of State — Business Search → Check entity status, file Statement of Information, look up registered agent.

Professional

• CalCPA — California Society of CPAs → Professional association for California Certified Public Accountants.

If you can’t find what you need, give us a call at (949) 640-1333.