Helpful Tax Resources
Official links for checking a refund, finding a deadline, or locating a form — organized by federal, New York State, and other resources our clients ask about most.
IRS Resources
Official tools from the Internal Revenue Service for checking a refund, making a payment, or finding a form.
Where's My Refund?
Check the status of your federal tax refund.
IRS Free File
File your federal return online at no cost if you qualify.
Get Your Tax Transcript
Request a free copy of your prior-year tax return information.
Where's My Amended Return?
Track the status of a Form 1040-X amended return.
Tax Withholding Estimator
Check whether your paycheck withholding is on track.
IRS Tax Calendar
Key federal filing and deposit deadlines by month.
IRS Direct Pay
Pay your federal taxes directly from your bank account, free.
Online Payment Agreement
See if you qualify for an IRS installment payment plan.
Estimated Taxes
Who needs to pay quarterly estimated tax, and how.
Apply for an EIN
Get a federal Employer Identification Number online, free.
Forms & Instructions
Search and download current IRS forms and publications.
Tax Exempt Organization Search
Confirm a nonprofit's exempt status and filing history.
Understanding Your IRS Notice
Look up what a specific IRS notice or letter means.
Get an Identity Protection PIN
Add a layer of protection against tax-related identity theft.
New York State Resources
Tools from the New York State Department of Taxation and Finance for individuals and businesses.
Check Your NY Refund
Check the status of your New York State refund.
NYS Filing Due Dates
Due dates for personal income, corporation, and sales tax.
Make a Payment
Pay a New York State tax bill or make an estimated payment.
Estimated Tax Resource Center
Who needs to make New York estimated tax payments.
Register for Sales Tax
Register your business to collect New York sales tax.
Current-Year Income Tax Forms
Download current New York State personal income tax forms.
Respond to a Letter
Understand and respond to a New York State tax notice.
Self-Employment Resource Center
New York State filing guidance for the self-employed.
Other Helpful Resources
A few additional government resources that come up for our Queens and Long Island clients.
NY Business Entity Search
Look up a New York business's registration status.
NYC Department of Finance
Property tax, business tax, and other NYC-specific filings.
Social Security Administration
W-2 filing, benefit statements, and account services.