Useful tax tools — without the rabbit hole.
Quick access to reliable resources for forms, deadlines, estimates and small-business information.
Trusted tax and filing resources
Use these links for official information, helpful estimates, and common next steps.
Make Sense of Your Taxes
Practical tips to help you prepare, plan ahead, and feel more confident about your taxes.
Explore Tax Tips →Where’s My Refund?
Check the status of your federal or state income tax refund using the appropriate refund-status tool.
Open resource →IRS Website
Official forms, publications, account tools and taxpayer information.
Visit resource ↗1099 Tax Estimator
Estimate federal self-employment and income tax from projected business income and expenses. No login needed.
Open resource →Tax Readiness Check
Answer a few quick questions and get a short list of what to gather or discuss next.
Open resource →Tax Planning Guide
See how year-round planning can help you prepare for income changes and avoid tax-time surprises.
Open resource →IRS Tax Withholding Estimator
Use the official IRS tool to review federal income-tax withholding and plan ahead.
Visit resource ↗Tax Deadlines
Check important federal filing dates and deadline information.
Visit resource ↗IRS Tax Tips
Plain-language updates and reminders from the IRS.
Visit resource ↗Small Business Resources
General small-business tax and compliance information.
Visit resource ↗Ask a Question
Not sure which resource applies? Reach out and get pointed in the right direction.
Open resource →Three useful reminders
Simple reminders to help you prepare. Your specific situation may change what applies.
Have kids? Ask about tax credits
Children and childcare expenses may qualify you for tax credits. Tell your tax preparer about your dependents and childcare costs so they can check what applies to you.
An extension does not extend payment
An extension generally gives more time to file, not more time to pay. Review the official IRS guidance.
Protect sensitive documents
Do not send tax documents through ordinary email. Use the secure Client Portal, or contact Kris for help.