Client resources
Useful Tax Links
Quick links to official IRS, Franchise Tax Board, CDTFA, and EDD websites. Each link opens the government’s own site in a new tab.
Federal
IRS
Where’s My Refund ↗Check the status of your federal refund.Your IRS Online Account ↗See your balance, payment history, and notices.Make a Payment (Direct Pay) ↗Pay federal tax directly from your bank account.Online Payment Plan ↗Apply for an installment agreement online.Get Your Transcript ↗Download tax return and account transcripts.Understanding Your IRS Notice ↗Look up what an IRS letter means.Identity Protection PIN ↗Protect your return from identity theft.Where’s My Amended Return ↗Track a Form 1040-X you filed.Tax Withholding Estimator ↗The IRS tool for checking your W-4.Estimated Taxes ↗Who pays quarterly estimates and when.Apply for an EIN ↗Get a free employer ID number for your business.Forms & Instructions ↗Find any federal form or publication.
California
Franchise Tax Board (FTB)
MyFTB Account ↗View your California tax account and notices.Where’s My Refund (CA) ↗Check the status of your California refund.Make a Payment ↗Pay California income tax online.If You Can’t Pay ↗Payment plans and other options from the FTB.Respond to an FTB Letter ↗Understand and respond to FTB notices.California Tax Forms ↗Find California forms and instructions.
For business owners
Sales Tax (CDTFA) & Payroll Tax (EDD)
CDTFA Online Services ↗Log in to manage your sales tax account.File a Sales Tax Return ↗File your California sales and use tax return.Find a Sales Tax Rate ↗Look up California sales tax rates.EDD e-Services for Business ↗File and pay California payroll taxes online.California Employer’s Guide ↗The EDD’s guide to payroll tax rules (DE 44).Resources for New Employers ↗What to do before you hire your first employee.
Stay safe
Watch for Tax Scams
The IRS usually first contacts people by mail. It does not demand immediate payment by gift card, wire transfer, or cryptocurrency, and it does not threaten arrest over the phone. If a call, text, or email feels wrong, don’t click or pay. Contact us and we’ll help you check.
Your next step
We’re Here When a Link Isn’t Enough
Got a notice you don’t understand, or a balance you can’t pay? Send it to us before you respond.