Introduction to Client Resources
As your accounting firm, we're dedicated to providing you with the tools and resources you need to succeed. This guide will introduce you to helpful websites, online services, and our secure client portal - all designed to make managing your finances and taxes easier than ever.
IRS Account and Resources
IRS Online Account
Create an online account with the IRS to access key tax information and manage your payments. Features include viewing your tax records, making payments, setting up payment plans, and managing your communication preferences.
Tax Records and Payments
View digital copies of your tax returns, IRS notices, and payment history. Make payments directly from your bank account or a credit/debit card, and even schedule or cancel future payments.
Manage Your Account
Approve tax professional authorizations, go paperless for select notices, and receive email notifications about account activity. Stay on top of your tax obligations with the convenience of your IRS online account.

Interactive Tax Assistant from the IRS
  • Filing requirements: Determine if you need to file a tax return
  • Filing status and dependents: Assist with filing status and claiming dependents
  • Retirement, pensions, IRAs: Provide information on the taxation of retirement benefits
  • Other income: Help determine if various types of income are taxable
  • Deductions: Provide guidance on eligible deductions
  • Credits: Determine eligibility for various tax credits
  • International tax matters: Help with tax associated with international income or residency
  • Additional topics: Assist with various tax-related queries

www.irs.gov

ITA | Internal Revenue Service

The Interactive Tax Assistant (ITA) is a tool that provides answers to several tax law questions specific to your individual circumstances. Based on your input, it can determine if you have to file a tax return, your filing status, if you can claim a dependent, if the type of income you have is taxable, if you're eligible to claim a credit, or if you can deduct expenses.


IRS Tax Withholding Estimator

1

2

3

1

Estimate Your Tax Withholding

2

Choose Withholding Amount

3

See How Withholding Affects Refund
The Tax Withholding Estimator helps you estimate the federal income tax you want your employer to withhold from your paycheck. It allows you to choose an estimated withholding amount that works for you and see how withholding affects your refund, take-home pay, or tax due.
Use the tool to estimate your federal income tax withholding and ensure that the withholding amount aligns with your financial circumstances. The results are as accurate as the information you enter, and you can adjust your withholding amount based on the estimates provided.

www.irs.gov

Tax Withholding Estimator | Internal Revenue Service

Use this tool to estimate the federal income tax you want your employer to withhold from your paycheck. This is tax withholding. See how your withholding affects your refund, take-home pay or tax due.

Small Business Self-Employed Help Center

Tax Information
The small business self-employed help center on the IRS website offers a wealth of tax resources tailored for small businesses that are self-employed.

Financial Support
Find comprehensive information on tax structures, deductions, and credits specific to self-employed individuals and small businesses.

Regulatory Guidance
Access essential information on tax regulations, reporting requirements, and financial management specific to small business owners and self-employed individuals.

www.irs.gov

Self-employed individuals tax center | Internal Revenue Service

Who is self-employed? What are my self-employed tax obligations? How do I make my quarterly payments? How do I file my annual return? Am I required to file an information return? Business structures Home office deduction Married couple’s business - What is a qualified joint venture?

SBA Learning Platform for Financing Options

Plan
Research, plan, and document your ideas.

Launch
Turn your business plan into a reality.

Manage
Master day-to-day operations to run your business.

Market
Understand your competition and strategies to win customers.

Grow
Expand by finding new funding, customers, and locations.

SBAgov

Homepage

We support America's small businesses. The SBA connects entrepreneurs with lenders and funding to help them plan, start and grow their business.

New York State Department of Taxation

1

Individual Account
Create a secure online account to manage your personal tax matters. View your filing and payment history, make estimated tax payments, and choose electronic delivery for bills and notices.

2

Business Account
Establish a separate online account for your business to handle tax filings, payments, and communications. Easily add employees as authorized users with customized access levels.

3

Integrated with NY.gov
Both your individual and business accounts can be linked to your existing NY.gov login, allowing you to access a variety of state services through a single, secure platform.

www.tax.ny.gov

Businesses

Easy access to filing and payment resources, and popular business topics for Corporation Tax, Sales Tax and Withholding Tax for your business.