Resources

This section provides helpful tools, commonly used forms, important checklists, and up-to-date tax information. It is intended to assist both individuals and businesses in preparing for and managing their tax obligations.

Where is my Refund?

IRS Refund Status – Track the status of your federal tax refund: Click Here
California State Refund Status – Track the status of your California state tax refund through the Franchise Tax Board: Click Here

Important Deadlines

January 31 – Deadline for employers to issue W-2s and 1099s
March 15 – Filing deadline for Partnerships and S-Corporations
April 15 – Individual income tax return deadline (Form 1040)
June 15, September 15, January 15 – Quarterly estimated tax payments due
October 15 – Final deadline for individual returns filed under extension

Note: State-specific deadlines may vary.

Common Tax Forms

Form W-4 – Employee’s Withholding Certificate

Used by employees to set federal income tax withholding.

Form W-9 – Request for Taxpayer Identification Number and Certification

Used to request a taxpayer identification number (TIN) for independent contractors and vendors.

Form 1040 – U.S. Individual Income Tax Return

The standard federal income tax form used to report personal income.

Form 1099-NEC – Nonemployee Compensation

Used to report payments of $600 or more to non-employees such as independent contractors.

Direct Deposit Authorization Form (Sample/Generic)

Use this to authorize direct deposit of refunds or payroll. This is a generic sample form, as the IRS does not provide a standard version.

IRS Forms and Publications Main Page

For additional or less common IRS forms.

Downloads

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