On this page, you will find a variety of links to Tax Forms, useful Tools like financial calculators, and answers to Questions such as "Where is my refund?" You will also find access to Tax Sites such as the IRS and NY State and Reference information. Finally, we have provided links to many professionals we Partner with that provide complimentary services to ours including Financial Advisors, Accountants and Attorneys.
 
Questions
Who must file? What is my filing status? Who can I claim?
What is the Affordable Care Act (Obamacare)? When will I get my refund? Where's my IRS refund?
Where's my NY State refund? Employee or Independent Contractor? How long should I keep records for?
How long should I keep my business records? Where is my local IRS office? What is an EA (enrolled agent) exactly?
 
Tax Forms
IRS Tax Forms & Publications State Tax Forms Federal Form W4
Calculate allowances to take on W4 W9 form for requesting taxpayer ID for 1099s Residential Energy Credit
Change of Address form
 
Tools
Federal Tax Estimator Financial Calculators Bank Routing Number Lookup
Verify a Social Security Number Get your W2 online Zip Code lookup by address
IRS Payment Plans and Installment Agreements EFTPS Federal Tax Payment System